Get Ardan International Ard003e 2019

Filling out the Ardan International ARD003e form is a crucial step for individuals looking to open a client portfolio account. This guide provides a clear, step-by-step approach to ensure you complete each section accurately and effectively.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with Section 1: Your Details. Fill in all personal information for the first applicant including name, gender, date of birth, and nationality. If applicable, provide details for a second applicant.
3. In Section 2: Investment Portfolio Details, select the base currency for your account and specify your initial investment amounts and sources.
4. Complete Section 3: Source of Funds and Wealth. Provide details about the bank account used to fund your portfolio and answer mandatory questions regarding your total accumulated wealth.
5. Move to Section 4: Investment Choice. Specify how your investment should be allocated by filling in the required percentages for various investment strategies.
6. In Section 5: Online Services, create a temporary password for your client portfolio account. Ensure it meets the security criteria provided.
7. Section 6 requires an applicant(s) and financial adviser declaration. Provide signatures confirming that the information is complete and correct.
8. Complete Section 7: Anti-Money Laundering Checklist, ensuring to provide necessary identification and proof of address for all applicants.
9. Check off items in Section 8: Document Checklist to confirm that you have included all required documents and completed necessary sections.
10. Lastly, review the Terms and Conditions in Section 10 and ensure all parts of the form are signed where indicated before submission.
11. After completing the form, choose to save your changes, download a copy for your records, print it out, or share it as necessary.

Complete your application online today and take the first step towards managing your investments with Ardan.