Get Sharewatch Joint App Form

Filling out the Sharewatch Joint App Form online is an essential step for users seeking to open a joint account with Saxo Capital Markets UK Ltd. This guide provides clear, step-by-step instructions on completing each section of the form to ensure accurate submission.

Follow the steps to successfully complete the application form.

1. Click the ‘Get Form’ button to obtain the form and open it for completion.
2. Begin by filling out Part 1: Personal Details for the first applicant. Ensure to complete all items marked with an asterisk (*), including full names, town and country of birth, gender, date of birth, national insurance number, and nationality.
3. In Part 2: Contact Details, provide accurate contact information such as landline and mobile telephone numbers, as well as an email address.
4. Move on to Part 3: Sources of Fund & Employment Details. Indicate the sources of funds for trading by selecting all applicable options and providing relevant employer or business details.
5. In Part 4: Financial Details, record monthly income, monthly outgoings, and an estimate of total savings and investments.
6. For Part 5: Financial Investment Knowledge & Experience, indicate your trading experience, any relevant qualifications, and the number of trades undertaken in the past twelve months across various financial products.
7. Repeat steps 2-6 for the second applicant, ensuring that all required details are filled accurately.
8. In Part 6, provide the contact details for the joint account, including a primary telephone number, secondary telephone number, and email address.
9. In Part 7, specify the currency of the main joint account. If left blank, the default will be GBP.
10. Finally, in Part 8, sign the declaration, confirming that all information is true and consent to the privacy and data protection policies. Include the date and your full name.
11. Once completed, save changes, download a copy, or print the form. Ensure to send the application either by mail or email as specified.

Complete your application online now to get started with your joint account!