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U O B K A Y H I A N P R I V A T E L I M I T E D 8 Anthony Road #01-01 Singapore 229957 Tel : 6535 6868 Fax : 6532 6919 Website : www.uobkayhian.com Bus Reg : 197000447W UPDATE OF CLIENT PARTICULARS

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How to fill out uob kay hian change

How to fill out UOB Kay Hian change:

01

Obtain the necessary forms from UOB Kay Hian.

1.1

Contact UOB Kay Hian to request the change forms.

1.2

Forms may be available for download on their website.

1.3

Ensure that you have the correct forms for the specific change you want to make.

02

Fill in your personal information.

2.1

Provide your full name, contact details, and any other required personal information.

2.2

Some changes may require additional documentation, such as proof of identification or address.

03

Specify the type of change you want to make.

3.1

Indicate the specific change you wish to make in the appropriate section of the form.

3.2

Examples of changes include updating contact details, changing trading preferences, or modifying account access.

04

Provide any relevant details or instructions.

4.1

If there are additional details or instructions related to the change, include them in the designated section of the form.

4.2

This could include specifying the new contact information or outlining the desired trading preferences.

05

Review and verify the information.

5.1

Double-check all the information you have provided on the form.

5.2

Ensure that everything is accurate and complete before proceeding.

06

Submit the form to UOB Kay Hian.

6.1

Follow the instructions provided by UOB Kay Hian to submit the completed form.

6.2

This may involve mailing the form or submitting it electronically through their online platform.

Who needs UOB Kay Hian change:

01

UOB Kay Hian account holders.

1.1

Any individual or entity that has an account with UOB Kay Hian may need to make changes to their account information or preferences.

02

Customers who have experienced a change in their personal or trading circumstances.

2.1

Individuals who have recently moved and need to update their address.

2.2

Traders who want to modify their trading preferences, such as changing their risk tolerance or investment objectives.

03

Those who want to update their contact details.

3.1

Customers who have changed their phone number, email address, or other contact information.

04

Account holders who want to add or remove trading authorization.

4.1

Individuals who wish to grant or revoke trading access to another person or entity.

05

Customers who want to make other adjustments or updates to their UOB Kay Hian account.

5.1

This could include changes to margin limits, account types, or other account-related modifications.

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What is uob kay hian change?

UOB Kay Hian change refers to the process of updating or modifying details related to accounts or services offered by UOB Kay Hian, a financial services provider.

Who is required to file uob kay hian change?

Individuals or entities that have an account or service with UOB Kay Hian and need to update their information or details are required to file a UOB Kay Hian change.

How to fill out uob kay hian change?

To fill out a UOB Kay Hian change form, you typically need to provide your personal information, account details, and specify the changes you wish to make, followed by submitting the completed form to UOB Kay Hian.

What is the purpose of uob kay hian change?

The purpose of UOB Kay Hian change is to ensure that the financial institution has up-to-date and accurate information about its clients to provide better service and comply with regulatory requirements.

What information must be reported on uob kay hian change?

The information that must be reported includes personal identification details, account numbers, and the specific changes being requested, such as updates to contact information or account status.

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