Get Akelius Invest Account Application

This guide provides clear, step-by-step instructions for completing the Akelius Invest Account Application online. With these directions, you will be able to accurately submit your application with ease and confidence.

Follow the steps to successfully complete your application.

1. Press the ‘Get Form’ button to access the application form and open it in your document editor.
2. Begin by filling in your personal information. Provide your full name as required, your invest account number if applicable, and your civil registration number.
3. Next, enter your current address including the postal code and town. Ensure that your contact information is accurate by providing your home telephone number, daytime telephone number, fax number, email address, and mobile number.
4. Provide details regarding the registered bank account for any surrenders. Enter the bank name, account number or IBAN, and the SWIFT code. Confirm that you are the owner of the bank account by checking the designated box.
5. To comply with regulations, declare your tax residency status. You must check the box to confirm that you are not a United States citizen or resident for tax purposes.
6. Answer the questions regarding your status as a Politically Exposed Person (PEP) and whether you have immediate family members who are PEPs. Choose 'Yes' or 'No' as appropriate.
7. Indicate your financial situation by selecting 'Yes' or 'No' regarding your net worth or combined net worth with your spouse, and your annual net income or combined net income with your spouse.
8. Specify the purpose and intent of the account by selecting the reasons for opening the account and anticipated investment frequency (weekly, monthly, semi-annually, quarterly, or annually).
9. State the anticipated size of your ongoing investment and mark your main source of funds from the provided options.
10. Review and confirm the declaration asserting that the funds in your account will not be used for illegal activities and that the information provided is accurate.
11. Finally, include the place and date of signing. If applicable, ensure that both parents' signatures are provided if the account holder is a minor.
12. Once you have completed and reviewed the application, you can save your changes, then download, print, or share the completed form as needed.

Begin completing your Akelius Invest Account Application online today!