Get Know Your Client Form - Amp Capital - Ampcapital Com

Filling out the Know Your Client Form is an important step in your investment process with AMP Capital. This guide provides clear, step-by-step instructions to help you complete the form online seamlessly.

Follow the steps to fill out the Know Your Client Form.

1. Click the ‘Get Form’ button to access the form and open it in your preferred editing tool.
2. Begin with Part A and indicate whether you are an existing investor with AMP Capital by selecting 'Yes' or 'No.' If yes, provide your client number and proceed to Part B.
3. In Part B, specify the purpose of your application by ticking either 'Additional investment' or 'Initial investment.' Provide the corresponding fund name as needed.
4. Move to Part C to determine your type of investor. Tick the appropriate box whether you are an Individual, Company, Trust, or another type, and follow the instructions to fill out the corresponding sections.
5. Proceed to the relevant section based on your investor type. For example, if you are an Individual, complete Section 1 with personal details such as name, date of birth, and occupation.
6. Each investor must provide identification documentation. Prepare the required certified copies of primary identification documents and any necessary secondary documents as specified in the form.
7. If applicable, complete the sections for attorneys or agents by providing necessary details and selecting the appropriate boxes to indicate their roles.
8. In Section 11, provide your contact details for further communications and indicate how you would like your distributions to be paid.
9. Complete the declaration by signing the form and ensuring that all necessary documents are included, as indicated in the checklist at the end of the form.
10. Review your form for accuracy, save your changes, and submit the completed form as instructed.

Complete your Know Your Client documentation online to start your investment journey with AMP Capital.