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Dealing accountDesignated Dealing account application from This form should only be used if you want to apply for a designated AJ Bell Dealing account. Please use BLOCK CAPITALS only and blue or black

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How to fill out designated dealing account application

01

Step 1: Obtain the designated dealing account application form from the financial institution or broker.

02

Step 2: Fill in your personal details such as name, address, and contact information.

03

Step 3: Provide information about your financial background and investment experience.

04

Step 4: Specify the type of designated dealing account you wish to open (individual or corporate).

05

Step 5: Sign and date the application form to confirm that all the information provided is accurate.

06

Step 6: Submit the completed application form along with any required documents to the financial institution or broker.

Who needs designated dealing account application?

01

Individuals or companies who want to engage in designated dealing activities such as securities trading or investment advisory services.

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What is designated dealing account application?

Designated dealing account application is a form that must be submitted by individuals or entities who are engaged in designated dealing activities in order to comply with regulations and report their dealings.

Who is required to file designated dealing account application?

Individuals or entities who are engaged in designated dealing activities are required to file designated dealing account application.

How to fill out designated dealing account application?

To fill out designated dealing account application, one must provide relevant information about their dealing activities, including the type of transactions conducted and the parties involved.

What is the purpose of designated dealing account application?

The purpose of designated dealing account application is to ensure transparency and compliance with regulations in dealing activities.

What information must be reported on designated dealing account application?

The information reported on designated dealing account application typically includes details of transactions, counterparties, and any other relevant information about the dealing activities.

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