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I.A. MICHAEL INVESTMENT COUNSEL LTD. 18 KING STREET EAST, SUITE 1010, TORONTO, ONTARIO M5C 1C4 Phone: (416× 3659696 Fax: (416× 3659705 Toll Free: (888) OPEN ABC KNOWYOURCLIENTFORM×KYC×CORPORATE

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How to fill out know your client form

How to fill out a know your client form?

01

Begin by providing personal information such as your full name, date of birth, and contact details. This information is essential for identification purposes and communication.

02

Proceed to the section where you are required to disclose your occupation and employment details. You may need to provide information regarding your current job position, employer's name, and industry.

03

The next step is to provide your financial information. This can include details about your income, assets, liabilities, and investment preferences. Answer each question accurately and to the best of your knowledge.

04

Move on to the section where you are asked about your investment experience. This can include questions about your previous investments, investment goals, risk tolerance, and knowledge of financial products. Be honest and provide as much information as possible.

05

If applicable, there may be a section in the form that requires you to disclose any conflicts of interest or affiliations that may arise from your investments. Answer these questions truthfully and disclose any relevant information.

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Lastly, review the form thoroughly before submitting it. Make sure all the information provided is accurate and complete. If you have any doubts or questions, seek clarification from the relevant authority or entity.

Who needs a know your client form?

01

Financial institutions such as banks, investment firms, and brokerage houses typically require clients to fill out a know your client form. This is to comply with regulatory requirements and assess the suitability of their services for each individual.

02

Registered investment advisors and financial planners may also need clients to complete a know your client form before offering personalized advice or creating investment plans.

03

Any individual opening a new financial account, seeking investment advice, or engaging in certain financial transactions may be asked to fill out a know your client form. This ensures that financial service providers have a thorough understanding of their clients and can serve them effectively while adhering to regulatory guidelines.

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What is know your client form?

A know your client form is a document used by financial institutions to gather information about their clients to verify their identity.

Who is required to file know your client form?

Financial institutions such as banks, investment firms, and insurance companies are required to file know your client forms.

How to fill out know your client form?

You can fill out a know your client form by providing personal information such as name, address, date of birth, and proof of identity.

What is the purpose of know your client form?

The purpose of know your client form is to prevent money laundering, terrorist financing, and other illegal activities.

What information must be reported on know your client form?

Information such as name, address, date of birth, government-issued ID, and source of funds must be reported on know your client form.

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