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Investment Application Form No. AMIM-02 042013 Day Month Portfolio No. Year Old Reg. No. PRINCIPAL ACCOUNT HOLDER Name (as per CNIC) Mr. / Ms. / M/s: Contact No.: INVESTMENT DETAILS Name of Fund Type
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How to fill out principal account holder:

01
Gather all necessary personal information, including full name, date of birth, social security number, and contact information.
02
Determine the type of account holder you are filling out as the principal, such as an individual or a business entity.
03
Provide any additional required documentation, such as proof of identity or official business registration documents.
04
Fill out the designated sections on the account application form, ensuring accurate and complete information.
05
Review the filled-out form for any errors or omissions before submitting it.

Who needs principal account holder:

01
Individuals who are opening a new personal bank account.
02
Business owners or administrators who are opening a new business bank account.
03
Executors or trustees who are opening an account on behalf of an estate or trust.
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The principal account holder is the main individual or entity who owns and controls a financial account.
Financial institutions are generally required to identify and report the principal account holder to comply with regulations.
To fill out the principal account holder information, the financial institution must collect relevant details such as name, address, and identification number.
The purpose of identifying the principal account holder is to ensure transparency and prevent financial misconduct such as money laundering.
Information such as the full name, address, social security number, or tax identification number must be reported on the principal account holder.
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