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SAXON CAPITAL MARKETS (AUSTRALIA) PTY LTD TRUST (incl. SMS) ACCOUNT APPLICATION FORMINSTRUCTIONS FOR COMPLETING In order for Saxon Capital Markets to comply with its obligations towards AML/CTF, FATWA
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How to fill out trust account application form

01
Start by carefully reading the instructions provided on the trust account application form.
02
Begin filling out the form by entering your personal information such as your name, address, and contact details.
03
Provide details about the trust for which you are applying for an account, including the name of the trust, the purpose of the trust, and the date it was established.
04
Specify the type of trust account you wish to open, whether it is an individual account or a joint account with multiple trustees.
05
If applicable, provide details about any other trustees associated with the trust account.
06
Fill in the required financial information such as the initial deposit amount and the source of funds for the trust account.
07
Carefully review your completed application form to ensure all the information provided is accurate and complete.
08
Sign and date the application form, acknowledging that all the information provided is true and correct.
09
Submit the completed trust account application form along with any required supporting documents to the designated authority or financial institution.

Who needs trust account application form?

01
Anyone who wishes to establish a trust and manage its funds through a designated trust account needs to fill out a trust account application form. This includes individuals, families, organizations, and businesses who intend to create a trust for various purposes such as estate planning, asset protection, charitable donations, or managing funds on behalf of minors or individuals with special needs.
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Trust account application form is a document used to apply for a trust account, which is a specialized bank account used to hold and manage funds on behalf of others or for a specific purpose.
Individuals or organizations seeking to establish a trust account are required to file a trust account application form.
To fill out a trust account application form, applicants must provide information about the purpose of the trust account, the beneficiaries, the trustee, and any specific requirements or conditions.
The purpose of a trust account application form is to gather necessary information to establish and manage a trust account in compliance with legal and regulatory requirements.
The information reported on a trust account application form typically includes details about the purpose of the trust account, the beneficiaries, the trustee, and any specific instructions or restrictions.
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