Unit Trust Account Opening Form

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Under the law, it is required to collect KYC on all customers. Once this application is reviewed and approved for onboarding, our Onboarding department will be reaching out for the necessary information and documentation. Completion of the onboarding process will depend on the completeness and verification of the documentation received
APPLICANT DETAILS
Underlying entity name
Country of incorporation of underlying entity
If regulated, regulator's name and country
Date of incorporation
Registration number
TRUSTEE DETAILS
Current trustee name
Address Address
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Email Address
ADMINISTRATOR DETAILS IF APPLICABLE
Administrator's name
Address Address
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Phone Phone - ### - ### ####
Email
Is the Administrator regulated for the purposes of providing AML services?

Is the Administrator regulated for the purposes of providing AML services? Yes No
Please confirm the name of the regulator and registration/license number:
Text
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Unit Trust Account Opening Form

Unit Trust Account Opening Form

APPLICANT DETAILS

TRUSTEE DETAILS

ADMINISTRATOR DETAILS IF APPLICABLE