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ITF ACCOUNT OPENING APPLICATION FORM
Investment Account No.: ___Customer No. (Primary): ___
UNIT INVESTMENT TRUST FUND ACCOUNT
OPENING FORMCustomer No. (Combustors): ___INDIVIDUAL CUSTOMER INFORMATIONACCOUNT
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How to fill out corporate-uitf-account-opening-form
How to fill out corporate-uitf-account-opening-form
01
Obtain the corporate UITF account opening form from the financial institution where you want to open the account.
02
Fill out the form with accurate and complete information about your company, including its name, business address, contact details, and nature of business.
03
Provide the required supporting documents such as company registration papers, SEC registration, board resolution authorizing the opening of the account, and valid IDs of authorized signatories.
04
Indicate the type of UITF product you want to invest in and the amount of initial investment.
05
Sign the form and have it duly acknowledged by all authorized signatories.
06
Submit the completed form and supporting documents to the designated officer in the financial institution for processing.
Who needs corporate-uitf-account-opening-form?
01
Companies or businesses looking to invest excess funds in a convenient and professionally managed investment vehicle may need to fill out a corporate UITF account opening form.
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What is corporate-uitf-account-opening-form?
The corporate UITF account opening form is a document that companies must complete to open a Unit Investment Trust Fund (UITF) account with a financial institution.
Who is required to file corporate-uitf-account-opening-form?
Companies and corporations that wish to invest in UITFs are required to file the corporate UITF account opening form.
How to fill out corporate-uitf-account-opening-form?
To fill out the corporate UITF account opening form, follow the instructions provided in the form, ensuring to provide accurate and complete information about the corporation, its directors, and authorized signatories.
What is the purpose of corporate-uitf-account-opening-form?
The purpose of the corporate UITF account opening form is to establish an official account for the corporation to invest in UITFs, allowing the investment institution to know the corporation's details and required compliance.
What information must be reported on corporate-uitf-account-opening-form?
The form typically requires information such as the corporation's name, registration details, contact information, authorized signatories, and possibly financial information.
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