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INTERACTIVE INVESTOR FUTURES & OPTIONS ACCOUNT OPENING FORM For TRUSTS Under the rules of the Financial Conduct Authority, we are required to obtain certain information before we can open an account

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What is trust account opening form?

The trust account opening form is a document used to establish a trust account, which is a bank account designated for holding funds on behalf of a beneficiary.

Who is required to file trust account opening form?

Individuals or entities who are setting up a trust account are required to file the trust account opening form.

How to fill out trust account opening form?

To fill out the trust account opening form, you will need to provide information about the trust account holder, beneficiary, purpose of the trust, and any other relevant details.

What is the purpose of trust account opening form?

The purpose of the trust account opening form is to officially establish a trust account and provide necessary information to the financial institution.

What information must be reported on trust account opening form?

The trust account opening form typically requires information such as the name of the trust account holder, beneficiary, and details about the trust's purpose.

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