Get Triodos Bank Statement

This guide provides clear instructions on how to fill out the Triodos Bank Statement online, whether you are a certified high net worth individual or a self-certified sophisticated investor. Follow these steps to ensure your application is completed accurately and efficiently.

Follow the steps to fill out the Triodos Bank Statement.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide the personal details of the first applicant, including title, first name(s), surname, and contact information such as permanent residential address, postcode, telephone, mobile, and email.
3. If applicable, repeat the process for the second applicant, filling in the corresponding personal details as necessary.
4. Indicate how you heard about Triodos Bank by selecting a suitable option from the provided list.
5. For existing customers, enter your account number in the designated field.
6. Select whether you are signing the statement for a Certified High Net Worth Individual or a Self-certified Sophisticated Investor by marking the appropriate box.
7. Carefully read the declarations and conditions associated with your chosen statement type, ensuring you understand the implications of signing.
8. Sign and date the form in the provided fields for both applicants, ensuring that each signature corresponds to the appropriate declaration.
9. Review the completed form for accuracy and completeness before proceeding to save your work.
10. Once everything is complete, you may save changes, download, print, or share the form as needed.

Complete your Triodos Bank Statement online today for a smooth and efficient application process.