Get Customer Data Sheet - Co-link Investment

The Customer Data Sheet - Co-Link Investment is an essential document for individuals seeking to engage with Co-Link Investment. This guide will provide you with a clear and structured approach to filling out the form online, ensuring that you provide all necessary information accurately.

Follow the steps to complete your Customer Data Sheet effectively.

1. Click the ‘Get Form’ button to access the Customer Data Sheet and open it in the editor.
2. Fill in your customer information by providing your full name in the 'Customer Name' field, followed by your home address and any distinct landmark or bus-stop nearby for reference.
3. Complete the postal address section and provide your identification details along with a clear copy of a utility bill. Ensure your signature is included.
4. Enter your telephone numbers and email address. After this, fill in the 'Next of Kin' details, including their name and phone number, and provide their address.
5. Transition to the business information section by stating the name of your company and the corresponding registration or business number (RC/BN No.).
6. Provide the current office address and nearest bus-stop or landmark, followed by the postal address, telephone numbers, email address, and nature of the business.
7. List the names, home addresses, and telephone numbers of all directors or promoters associated with your business.
8. Indicate any existing contractual relationships and detail your anticipated monthly facility request along with your current bankers.
9. Describe the security you plan to pledge, and specify the equity contribution for the transaction.
10. Provide information about a referee including their name, occupation, home address, and contact details. Attach their identification along with a utility bill.
11. State how you heard about Co-Link Investment Management Company Limited.
12. At the bottom of the form, ensure you sign and date it, including your thumbprint as required.
13. Once all fields are complete and accurate, you can save the form, download it, print it, or share it as necessary.

Complete your Customer Data Sheet online today to streamline your investment process.