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What is Electronic Statement Request

The Request for Electronic Statement is a financial document used by clients of TA Securities Holdings Berhad to receive electronic versions of their Contract Notes and Monthly Statements.

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Who needs Electronic Statement Request?

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Electronic Statement Request is needed by:

Clients of TA Securities Holdings Berhad
Authorized signatories for financial agreements
Financial advisors managing client accounts
Account managers at TA Securities
Individuals preferring digital communications for financial statements

Comprehensive Guide to Electronic Statement Request

Overview of the Request for Electronic Statement

The Request for Electronic Statement form is an essential tool used by clients of TA Securities Holdings Berhad, enabling them to receive their Contract Notes and Monthly Statements electronically. This electronic statement form streamlines the communication process, providing a more efficient and timely method for clients to access their financial information.

Purpose and Benefits of Receiving Electronic Statements

Clients may prefer electronic statements for several reasons. Primarily, receiving statements via email offers unmatched convenience, allowing clients to access their financial records from anywhere at any time. Additionally, opting for electronic delivery significantly reduces paper waste, contributing to environmental sustainability. Many clients appreciate the ability to download and store their monthly statements securely online, aligning with modern eco-friendly practices.

Key Features of the Request for Electronic Statement Form

The Request for Electronic Statement form includes critical features designed to facilitate user compliance and accuracy. Required fields such as Name, NRIC Number, and Email Address must be filled out to ensure effective processing. Furthermore, a signature is required to provide client consent, affirming understanding of the terms regarding personal data usage.

Who Should Use the Request for Electronic Statement?

This form is particularly tailored for clients of TA Securities Holdings Berhad who wish to streamline their statement delivery. Eligible clients include individuals with active accounts who meet specific criteria as outlined by the company. It is crucial that users understand their status to ensure successful submission of the request.

Step-by-Step Guide on How to Fill Out the Request for Electronic Statement Online

To fill out the Request for Electronic Statement online, follow these steps:

Access the form through the designated link on the TA Securities Holdings Berhad website.
Enter your personal data, including Name, NRIC Number, and Email Address, in the appropriate fields.
Review the entered information for accuracy.
Provide your signature to indicate consent and agreement to the terms.
Submit the completed form by clicking the designated submit button.

Submitting the Request for Electronic Statement

After filling out the Request for Electronic Statement, you must submit it digitally. Ensure you click the submit button located at the bottom of the form. Following submission, you will receive a confirmation of receipt, allowing you to track the status of your request efficiently.

Security and Compliance regarding Personal Data

Clients can rest assured regarding the protection of their personal data. The Request for Electronic Statement form is backed by robust security protocols, including 256-bit encryption and compliance with GDPR regulations. Furthermore, TA Securities Holdings Berhad adheres to strict privacy policies designed to safeguard sensitive information.

Common Mistakes to Avoid When Filling Out the Request for Electronic Statement

To ensure successful completion of the Request for Electronic Statement, clients should be aware of common pitfalls. Frequent errors include:

Failure to provide a signature where required.
Incorrect formatting of the email address.
Leaving mandatory fields blank.

Before submission, double-check all fields to verify accuracy and completeness.

Next Steps After Submitting the Request for Electronic Statement

Once you have submitted the Request for Electronic Statement, it's essential to monitor your submission status. Clients may receive an update regarding the approval or necessity for additional information. If any issues arise, you may be required to amend your submission to comply with the requirements.

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pdfFiller serves as a reliable platform for filling out the Request for Electronic Statement and other important documents. With features that facilitate easy editing and signing, pdfFiller enhances the user experience. Trusted by over 100 million users worldwide, the platform streamlines the document management process securely and efficiently.

Last updated on Aug 1, 2026

How to fill out the Electronic Statement Request

1.

Access pdfFiller and search for the 'Request for Electronic Statement' form by typing its name in the search bar.
2.

Once located, click to open the document where you will see the fillable fields displayed on the screen.
3.

Before starting to fill out the form, gather necessary information such as your email address, name, NRIC number, and date to ensure a smooth process.
4.

Navigate through the form using your mouse to click on each fillable field. Input your information accurately, ensuring all required fields are completed.
5.

Review your inputs carefully to avoid any mistakes, focusing on spelling and the accuracy of your NRIC number.
6.

You will find a section requiring your electronic signature. Use pdfFiller's e-signature feature to digitally sign the form.
7.

Once you’ve filled in all fields and signed the document, review the entire form one last time to ensure completeness and correctness.
8.

To save, click on the 'Save' button. You can also download the completed form by selecting the download option or submit the form electronically through pdfFiller if that's required.

FAQs

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Who is eligible to use the Request for Electronic Statement form?

Clients of TA Securities Holdings Berhad and their authorized signatories are eligible to utilize this form to opt for electronic delivery of financial statements.

What information do I need to complete the form?

You will need to provide your email address, full name, NRIC number, and today's date to accurately complete the Request for Electronic Statement form.

How do I submit the completed electronic statement form?

You can submit the completed form online via pdfFiller after filling it out, or save and download it for manual submission as directed by TA Securities.

What common mistakes should I avoid when filling out the form?

Ensure all fields are filled in correctly, particularly your NRIC number and email address. Double-check for typos and ensure your signature is included.

How long does it take to process my request for electronic statements?

Processing times may vary, but typically, you can expect confirmation or receipt of your electronic statements within a few business days after submission.

Is there a fee associated with using the Request for Electronic Statement form?

Generally, there are no fees associated with requesting electronic statements; however, it's best to confirm with TA Securities for any potential charges.

Can I change my email address after submitting the form?

Yes, if you need to change your email address for receiving electronic statements, you will need to submit a new Request for Electronic Statement form.