Get Joint Account Agreement.doc

This guide provides you with a clear and simple approach to completing the Joint Account Agreement.doc online. Follow the steps outlined below to ensure that all necessary information is accurately documented.

Follow the steps to successfully complete your Joint Account Agreement.

1. Click the ‘Get Form’ button to obtain the Joint Account Agreement.doc and open it in the editor.
2. Begin with the 'General Information' section. Here, each account holder should provide their full name, date of birth, place of birth, nationality, passport number, and marital status. Ensure that all entries are accurate.
3. Next, move to the 'Account Information' section. Specify the type of currency for deposits and the amount of the first deposit. Choose from the listed currencies and input the desired amount.
4. Fill out the 'Client Bank Account Information' section, providing details such as bank name, address, account number, and any other required banking details.
5. In the 'How did you hear about MIG Investments SA?' section, indicate the source through which you became aware of the institution.
6. Proceed to the 'Client Professional Information' section and indicate employment status, employer details, and type of business or activity.
7. Complete the 'Client Financial Information' by selecting your estimated annual income, net worth range, and anticipated investment amount with MIG Investments.
8. Fill in the 'Client Trading Experience' by indicating your experience level across different trading instruments.
9. Sign the 'Signature Card' and ensure that all account holders sign the Joint Account Agreement (page 27). Each account holder must also provide their signature and initial where required.
10. Once all sections are completed, review the form for accuracy. Save your changes, and when finished, you can download, print, or share the completed agreement.

Get started with your Joint Account Agreement online today!