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Get the free SECURITIES INVESTMENT PRODUCTS SETTLEMENT INSTRUCTIONS

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Ref. No.: SECURITIES / INVESTMENT PRODUCTS SETTLEMENT INSTRUCTIONS / Attn: Settlement Department : Tel No. / : 28676684 × 28676615 (CLASS ID: B01130) Fax No. / : 21856060 × 28682250 Account Names:
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How to fill out securities investment products settlement:

01
Gather all the necessary documents, such as transaction receipts, account statements, and any additional paperwork related to your investment products.
02
Review the settlement form carefully and ensure that you understand all the sections and requirements.
03
Provide accurate information in the designated fields, including your personal details, investment account number, and the specific securities involved.
04
Double-check the transaction details, such as the quantity of securities bought or sold, the transaction price, and any applicable fees or charges.
05
If required, attach any supporting documents or endorsements that validate the transaction.
06
Calculate the total settlement amount based on the transaction details and enter it in the appropriate section.
07
Sign and date the settlement form, indicating your consent and confirmation of the information provided.
08
Keep a copy of the completed settlement form for your records before submitting it to the necessary authorities or entities.

Who needs securities investment products settlement?

01
Individual investors who have bought or sold securities through investment accounts.
02
Financial institutions or brokerage firms that facilitate securities transactions on behalf of clients.
03
Businesses or corporations involved in trading or investing in securities for their investment portfolios.
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Securities investment products settlement refers to the process of completing financial transactions involving securities such as stocks, bonds, or mutual funds.
Financial institutions, brokers, and individuals involved in securities investments are required to file securities investment products settlement.
Securities investment products settlement can be filled out by providing accurate and complete information about the transactions, including details of the securities bought or sold.
The purpose of securities investment products settlement is to ensure that financial transactions involving securities are properly recorded and settled in a timely manner.
Information such as the type and quantity of securities traded, the price at which they were bought or sold, and the parties involved in the transaction must be reported on securities investment products settlement.
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