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Get the free Existing Client Link-Up iTrade & NR Trading & Privacy Notice June201...

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To:CLIMB Investment Bank Broad (CLIMB)Dear Sirs/Madam: (1) APPLICATION FOR ONLINE TRADING FACILITY VIA I×TRADE CLIMB; AND/OR (2) APPLICATION FOR RINGGIT SECURITIES TRADING ACCOUNT; AND/OR (3) DECLARATION
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How to fill out existing client link-up itrade

01
Open the iTrade platform.
02
Go to the 'Client Link-up' section.
03
Click on the 'Existing Client' option.
04
Fill out the required client information, such as name, account number, and contact details.
05
Verify the entered information and click on the 'Submit' button to complete the process.

Who needs existing client link-up itrade?

01
Existing client link-up iTrade is needed by those who already have an account with iTrade and want to connect it to their existing client profile.
02
This could include individuals who have multiple accounts or portfolios, and wish to manage them collectively through the iTrade platform.
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Existing client link-up itrade refers to a process or system designed for tracking and managing trading activities between existing clients within a trading platform or service.
Clients who engage in trading activities and meet specific criteria set by regulatory authorities are typically required to file existing client link-up itrade.
To fill out existing client link-up itrade, clients must access the appropriate form, provide necessary trading details, and submit it as per the guidelines provided by the trading platform.
The purpose of existing client link-up itrade is to ensure transparency in trading activities, facilitate regulatory compliance, and enhance client relationships within the trading environment.
Information that must be reported includes client identification details, transaction types, amounts, dates, and any other relevant trading specifics.
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