Get Agreement For The Use Of E-services

Filling out the Agreement For The Use Of E-services online is a straightforward process. This guide provides clear, step-by-step instructions to help you complete the form efficiently and accurately.

Follow the steps to fill out the Agreement For The Use Of E-services effectively.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your personal details. Select the appropriate option for your status: Mr., Mrs., Company, or External Asset Manager. If you are representing clients with numbered accounts, only provide the account number.
3. Fill in the last name and first name fields. Ensure to provide a valid mobile number for communication purposes.
4. Indicate the request to use basic E-services provided by the Bank for all existing and future accounts under the reference number mentioned earlier. Include any specific features you require, such as portfolio overviews or performance data.
5. If you are an individual client, specify your choice of authentication procedure among the options provided: Token or SMS log-in. If you do not require authentication features, indicate that only your legally appointed representatives may access E-services.
6. If applicable, enter your User ID. Remember, the Bank reserves the right to offer additional fee-based services that could require supplementary agreements.
7. Review the conditions related to termination of the agreement, ensuring you understand your rights to cancel it at any time with written confirmation.
8. Agree to the General Terms of Contract by confirming that you have received, noted, and accepted all conditions. External asset managers should ensure to provide a list of names and client reference numbers as required.
9. Sign and date the document where indicated. If there are multiple account holders for a joint account, secure the necessary signatures.
10. Once you have completed the form, you can save your changes, download the completed document, print it for your records, or share it with relevant parties.

Complete your documents online today for a hassle-free experience.