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Central Securities Depository (GH) Ltd. 4th Floor CEDI House PMB CT 465 Cantonments, Accra, Tel: (2330302× 689313×4 Fax: (2330302× 689315 Email: info×csd.com.central Securities Depository (GH)

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How to fill out securitie s account maintenanc

01

Begin by gathering all the necessary documents required to fill out the securities account maintenance form.

02

Fill out your personal information accurately, such as your name, address, contact details, and social security number.

03

Provide the details of your existing securities account, if applicable, including the account number and the name of the financial institution where the account is held.

04

Indicate your investment objectives, risk tolerance, and time horizon for investing.

05

Specify the types of securities you wish to hold in your account, such as stocks, bonds, mutual funds, or options.

06

Determine whether you want to manage the account yourself or seek assistance from a professional advisor.

07

Review the completed form to ensure all information provided is accurate and complete.

08

Sign and date the form, as required.

09

Submit the filled-out form to the designated authority or financial institution responsible for account maintenance.

10

Keep a copy of the form for your records.

Who needs securitie s account maintenanc?

01

Individuals who wish to invest in securities

02

Individuals who already have an existing securities account but need to update their information

03

Individuals who want to change their investment objectives or risk tolerance

04

Individuals who want to open a self-directed securities account

05

Individuals who want to seek assistance from a professional advisor for their securities investments

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What is securities account maintenance?

Securities account maintenance refers to the process of keeping and updating records related to securities held in an investment account.

Who is required to file securities account maintenance?

Individuals or institutions that hold securities in an investment account are required to file securities account maintenance.

How to fill out securities account maintenance?

To fill out securities account maintenance, one must update the account with current holdings, transactions, and any other relevant information.

What is the purpose of securities account maintenance?

The purpose of securities account maintenance is to ensure accurate record-keeping and compliance with regulations regarding securities ownership.

What information must be reported on securities account maintenance?

Information such as the types of securities held, their value, any changes in ownership, and transactions must be reported on securities account maintenance.

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