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INSTRUCTIONS KNOW YOUR CLIENT FORM INDIVIDUAL INVESTORS Please complete this form if you are investing directly with Acorn Global Investments Inc. Instructions for completing the Know Your Client

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How to fill out instructions know your client

How to Fill Out Instructions Know Your Client:

01

Start by gathering all necessary client information such as name, age, address, and contact details.

02

Next, inquire about the client's occupation, job title, and employer information.

03

Ask the client to provide details of their financial status, including income, assets, and liabilities.

04

Inquire about the client's investment knowledge and experience, including any previous investments made.

05

Request information regarding the client's investment objectives and risk tolerance.

06

Ask the client about their investment time horizon and any specific investment preferences they may have.

07

Document any additional information or disclosures provided by the client regarding their financial situation or investment preferences.

08

Review the completed form for accuracy and completeness before submitting it.

Who Needs Instructions Know Your Client:

01

Financial institutions: Banks, investment firms, and other financial institutions need to collect and document client information to comply with regulatory requirements and assess the suitability of investment products.

02

Investment advisors: Professionals who provide investment advice need to understand their clients' financial situations and investment objectives in order to make appropriate recommendations.

03

Brokerage firms: Brokerage firms need to gather client information to verify identities, assess risks, and comply with regulatory guidelines.

Please note that the specific requirements for filling out the "Know Your Client" instructions may vary depending on the jurisdiction and the nature of the financial institution or advisor.

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What is instructions know your client?

Instructions Know Your Client (KYC) is a process used by financial institutions to verify the identity of their clients and assess potential risks of illegal activities such as money laundering.

Who is required to file instructions know your client?

Financial institutions such as banks, investment firms, and insurance companies are required to file Instructions Know Your Client.

How to fill out instructions know your client?

To fill out Instructions Know Your Client, clients typically need to provide identification documents, proof of address, and information about their financial activities.

What is the purpose of instructions know your client?

The purpose of Instructions Know Your Client is to prevent financial institutions from being used for money laundering or financing of terrorism.

What information must be reported on instructions know your client?

Information such as full name, date of birth, nationality, residential address, occupation, and source of funds must be reported on Instructions Know Your Client.

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