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Get Application Forms - Barclays Stockbrokers
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How to fill out the Application Forms - Barclays Stockbrokers online
This guide provides clear instructions for users on how to fill out the Application Forms for Barclays Stockbrokers online. By following these steps, users can ensure they submit their application accurately and efficiently.
Follow the steps to successfully complete your application form.
- Press the ‘Get Form’ button to access the Application Form. This will allow you to open the form in your preferred editing tool.
- Complete the MarketMaster® Application Form. Begin with entering your personal details, including your title, first name, surname, and date of birth.
- In Section 1, provide your address and contact details. Make sure to include your national insurance number and tax status.
- In Section 1a, indicate whether you need to report trades to your employer and provide the company details if applicable.
- Fill out Section 2 to select your account options, and include your bank details in Section 4 to facilitate your transactions.
- Provide funding information in Section 5, including how you plan to fund your account and any share certificates you wish to include.
- Complete the Direct Debit instruction in Section 9, ensuring all necessary signatures are obtained for joint accounts.
- If applicable, fill in the Stock Lodgement Form in Section 11 to transfer any existing investments.
- Review all sections for completeness and accuracy. Sign and date the form in Section 8.
- Return the completed form along with any required documents to the address specified in the application notes. Ensure you keep a copy for your records.
Start filling out your application form online today to take the first step in managing your investments with Barclays Stockbrokers.
Related links form
By submitting a mandate form, you authorise your bank to conduct an auto-debit transaction. In this transaction, a certain amount is drawn from your savings account on predetermined dates. The drawn amount is then invested by way of SIPs in your chosen mutual fund schemes.
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