Get Know Your Client Form Template

Filling out the Know Your Client Form Template is an essential step in establishing a relationship with your financial service provider. This guide will help you understand each component of the form and provide clear instructions for completing it online.

Follow the steps to successfully complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by providing your identity details. You will need to upload a recent passport-sized photograph, and fill in your name, father’s or partner’s name, gender, marital status, nationality, and date of birth. Be sure to select the correct options according to your status as a resident, non-resident, or foreign national.
3. Next, input your Permanent Account Number (PAN) and specify any additional identification proof submitted, along with your Unique Identification Number (UID) or Aadhaar if applicable.
4. In the address details section, fill out both your correspondence address and permanent address if it differs. Ensure you enter details clearly and specify the proof of address for correspondence.
5. Provide your contact details, including telephone numbers, mobile number, and email address. This information is vital for communication purposes.
6. In the other details section, indicate your gross annual income range and net worth, along with your occupation. Select any relevant status such as being related to a Politically Exposed Person (PEP).
7. Finally, read the declaration carefully. If you agree to the conditions stated, sign and date the form. This confirms that all information provided is accurate to the best of your knowledge.
8. Once completed, review your entries for accuracy. You can then save changes, download, print, or share the form as required.

Start completing the Know Your Client Form online today to ensure a smooth onboarding process.