Loading
Get X-o Application Form - Xo.co.uk
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the X-O Application Form - XO.co.uk online
This guide provides you with clear and supportive instructions on how to complete the X-O Application Form online. Whether you are applying for a standard account or an ISA, this step-by-step guide will help you navigate each section with ease.
Follow the steps to successfully complete your application online.
- Click the ‘Get Form’ button to access the online application form and open it in your browser.
- You will first need to provide your investor details. Indicate whether you are the first or second applicant by choosing 'Yes' or 'No' in response to the National Insurance number question.
- Fill in your title, surname, and forename(s). Make sure to complete your permanent residential address, including the postcode.
- Supply your date of birth, and contact numbers for home, work, and mobile. You may also provide your email address and select how you wish to receive contract notes—either by email or post.
- If you would like to open an ISA, complete the relevant fields in Section 2. State the amount you wish to subscribe for the tax year and detail how you want your money invested.
- Enter your debit card details for processing payments, including the card type, card number, expiration date, and your name as it appears on the card.
- Read and declare your agreement to the terms stated in the form. Confirm the information provided is accurate and sign the form, including the date.
- Once all sections are completed, review your application for accuracy. You can then save changes, download, print, or share the form as needed.
Complete your application online today to take the first step towards opening your account.
XO Financial Services are a new breed of modern, financial advisors, using the latest technology to make it easier, faster and more affordable to run your business or investment portfolio. Learn more.
Industry-leading security and compliance
US Legal Forms protects your data by complying with industry-specific security standards.
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.