Get Au Saxo Capital Markets Trust Account Application Form 2021-2025

Completing the AU Saxo Capital Markets Trust Account Application Form online is essential for individuals seeking to establish a trust account with Saxo Capital Markets. This guide provides clear and supportive instructions to ensure you fill out the form accurately and efficiently.

Follow the steps to complete your application form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Part 1A, indicate whether you require a HIN (Holder Identification Number) by selecting 'Yes' or 'No'. If you select 'Yes', ensure that your organization is registered in Australia.
3. In Part 1B, complete the personal details for the Trustee or Sole Director. Provide your title, surname, given names, date of birth, residential address, and previous residential address if applicable.
4. Continue filling out Part 2 for any additional Trustee or Director, providing the same personal details as in Part 1B.
5. In Part 3, provide your primary contact details, including email address and phone numbers.
6. In Part 4, enter the Trust details such as the full name, business name, type of trust, and the ABN if applicable.
7. Complete Part 5 by providing the full names of all beneficiaries involved in the Trust.
8. In Part 6, indicate whether any individuals related to the Trust are Politically Exposed Persons (PEPs) and provide names if applicable.
9. For Australian or Foreign Companies acting as Trustees, complete Part 7 with the company details such as registration number and addresses.
10. In Part 8, list the Ultimate Beneficial Owners or Controlling Owners of the Trust. Provide necessary details and ensure identification documents are attached.
11. Select your primary account currency in Part 9 by ticking the appropriate currency box.
12. Provide bank account details in Part 10. Ensure the bank account name matches the trust name.
13. If applicable, fill out Part 11 for any additional authorized dealer access for company employees.
14. In Part 12, state your purpose for applying for an account and provide approximate intended investment amounts.
15. Complete all necessary FATCA and CRS requirements outlined in Parts 13 and 14.
16. Finish by signing and dating the document in the declaration sections (Parts 16 and 17). Ensure all necessary signatures from trustees/directors are obtained.
17. After filling the form, save your changes. You can download, print, or share the completed form as needed.

Complete your AU Saxo Capital Markets Trust Account Application Form online today to ensure a smooth application process.