Get Application Form October 2007 - Satc Swiss Association Of Trust ... - Satc

Filling out the Application Form for membership with the SATC is a critical step for Swiss registered entities wishing to provide high-quality trustee services. This guide will walk you through the necessary steps to complete the application online efficiently and accurately.

Follow the steps to complete your application successfully.

1. Click ‘Get Form’ button to obtain the application form and open it in your chosen editor.
2. Begin filling out Section 1: Details on Applicant. Include your name, address, website, contact person, telephone, fax, email, and date of submission.
3. Provide a brief summary of the services you offer and your mission statement. Also, indicate your legal status and duration in the trust business.
4. List shareholders with an interest of 5% or more, including their names, addresses, nationalities, and percentage held.
5. If there are different beneficial owners, provide their details including name, address, nationality, and date of birth or incorporation.
6. Incorporate information about the board of directors, including names, addresses, nationalities, and dates of birth or incorporation.
7. Include your share capital and paid-in capital amounts.
8. Attach required documents including a commercial register extract, organization chart, and proof of payment of the application fee.
9. Move to Section 2 and repeat a similar process for any affiliates, providing names, addresses, incorporation details, and other pertinent information.
10. Continue to Sections 3, 4, 5, and beyond, filling in questions about SRO membership, trust licenses, qualifications of directors, proof of professional activity, and insurance coverage.
11. Make sure to provide all the required additional attachments as listed at the end of the application.
12. After thoroughly reviewing your application for completeness and accuracy, save your changes, and prepare to download, print, or share the completed form as necessary.

Complete your membership application online today to join the SATC!