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KNOW YOUR CLIENT (KYC) APPLICATION FORM (FOR INDIVIDUALS) DP ID : In300159 I ANNEXURE J (FORM NO. 9)Please ll in ENGLISH and in BLOCK LETTERS with black inkIndusInd Bank Limited, PNA House, 4th Floor,

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How to fill out know your client form

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To fill out the know your client form, follow the steps below:

02

Start by providing personal information such as your full name, address, contact number, and email address.

03

Include details about your employment status, such as your occupation, employer's name, and job title.

04

Declare your annual income and provide supporting documents such as pay stubs or bank statements.

05

Disclose your financial assets, including investments, savings accounts, and real estate properties.

06

Specify your investment goals and risk tolerance, as this information helps determine suitable investment options for you.

07

Mention any previous investment experience or knowledge you have.

08

Answer questions regarding your investment horizon, liquidity needs, and investment preferences.

09

Provide consent for the collection and use of your personal information for verification purposes.

10

Review the filled-out form for accuracy and completeness before submitting it.

Who needs know your client form?

01

The know your client form is required by financial institutions, including banks, investment firms, and brokerage houses.

02

It is necessary for individuals who wish to open a new bank account, apply for a loan, or engage in investment activities.

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Financial advisors and wealth managers also need the know your client form to assess the suitability of investment recommendations for their clients.

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Regulatory bodies in the financial industry enforce the use of know your client forms to prevent fraud, money laundering, and terrorist financing.

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What is know your client form?

The Know Your Client (KYC) form is a document used by financial institutions to obtain necessary information about a client’s identity, financial situation, and investment objectives.

Who is required to file know your client form?

Individuals and entities engaging in certain financial transactions or services with banks, investment firms, and other financial institutions are required to fill out the KYC form.

How to fill out know your client form?

To fill out a KYC form, clients need to provide personal information such as full name, address, date of birth, occupation, and identification details, and sometimes financial information related to assets and income.

What is the purpose of know your client form?

The purpose of the KYC form is to prevent financial crimes such as money laundering and fraud by verifying the identity of clients and understanding their financial activities.

What information must be reported on know your client form?

Required information typically includes the client's identification details, residential address, occupation, source of funds, and any relevant financial history.

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