
ACCOUNT OPENING FORM MANDATORY (INDIVIDUAL)Julius Beyer Wealth Advisors (India) Private LimitedRegistered & Main Office: 8th Floor, Mazatlan Center, Norman Point, Mumbai 400 021 India SEMI Stock Broker.
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How to fill out the India Julius Bar Account Opening Form online
Filling out the India Julius Bar Account Opening Form online can be a straightforward process when you follow the right steps. This guide offers a comprehensive overview of each section of the form to help users navigate the process efficiently.
Follow the steps to complete the form with ease.
- Click the ‘Get Form’ button to access the India Julius Bar Account Opening Form and open it in your preferred digital editor.
- Begin with the application type section. Select ‘CKYC New’ or ‘CKYC Update’ or ‘KRA New’ or ‘KRA Update’ based on your situation. Provide any necessary remarks in the space provided.
- Next, move to the account type section. Choose between ‘Normal’, ‘Simplified’, or ‘Small’. Ensure you understand the implications of each type.
- Fill in your personal details in section 1. This includes your full name, date of birth, gender, marital status, citizenship, nationality, and occupation type. Ensure that the name matches your proof of identity.
- If applicable, indicate the residence for tax purposes in jurisdictions outside India in section 2, and provide additional details such as Tax Identification Number and place of birth.
- In section 3, select and provide a certified copy of one valid proof of identity. Choose from the provided options like passport, driving license, or PAN card, and do not forget to include its expiry date.
- For proof of address, navigate to section 4. Supply a certified copy of one of the accepted proof of address documents, and detail your current or permanent address.
- Provide your contact details in section 5. Ensure you enter your mobile number and email, as all communications will be sent here.
- If applicable, fill in section 6 regarding details of related persons, including their KYC number, relationship type, and identity proof.
- In section 8, make the applicant declaration by confirming that the provided information is accurate. Sign and date the form in the designated area.
- Once completed, save your changes, and you may proceed to download, print, or share the form as required.
Begin filling out the India Julius Bar Account Opening Form online today!
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