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SAXON CAPITAL MARKETS (AUSTRALIA) PTY INDIVIDUAL JOINT SOLE TRADER ACCOUNT APPLICATION FORMINSTRUCTIONS FOR COMPLETING In order for Saxon Capital Markets to comply with its obligations towards AML/CTF,

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How to fill out individual joint account application

01

Step 1: Collect all necessary documents, such as identification proofs, address proofs, and social security numbers for both individuals.

02

Step 2: Visit the bank's website or local branch and locate the individual joint account application form.

03

Step 3: Fill out the required personal information, including full names, addresses, phone numbers, and email addresses of both individuals.

04

Step 4: Provide the social security numbers, dates of birth, and employment information of both individuals.

05

Step 5: Specify the type of joint account you want to open (e.g., checking account, savings account, etc.) and any additional services or features you require.

06

Step 6: Review all the information provided and make sure it is accurate.

07

Step 7: Sign and date the application form.

08

Step 8: Submit the completed application form along with the required documents to the bank's representative or via online submission, if applicable.

09

Step 9: Wait for the bank to process your application. You may be required to visit the branch in person for identity verification.

10

Step 10: Once your application is approved, you will receive your account details and any requested services or features.

Who needs individual joint account application?

01

Individuals who want to share a financial account with another person, such as spouses or business partners, can apply for an individual joint account.

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What is individual joint account application?

Individual joint account application is a form used to apply for a joint account with another individual.

Who is required to file individual joint account application?

Both parties who wish to open a joint account are required to file the individual joint account application.

How to fill out individual joint account application?

To fill out the individual joint account application, you must provide personal information for both applicants and specify the terms of the joint account.

What is the purpose of individual joint account application?

The purpose of the individual joint account application is to establish a joint account where both parties have equal access and responsibility.

What information must be reported on individual joint account application?

The individual joint account application must include personal information, contact details, identification documents, and signatures of both applicants.

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