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Account No. Account Effective Date Name of AE : (For office use only) Kim Eng Securities (Hong Kong) Limited () Kim Eng Futures (Hong Kong) Limited () CLIENT INFORMATION STATEMENT (For Corporate Account)
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How to fill out individualjoint account opening information

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How to fill out individual/joint account opening information:

01
Start by gathering all the required documents and information, such as identification documents, social security numbers, and proof of address.
02
On the account opening form, indicate whether you are opening an individual or a joint account.
03
Provide your personal information, including your full name, date of birth, marital status, and contact details.
04
If opening a joint account, provide the personal information of the joint account holder(s), including their full name, date of birth, and contact details.
05
Specify the type of account you wish to open, such as checking, savings, or investment account.
06
Indicate whether you want to receive paper statements or opt for electronic statements.
07
Provide your employment information, including your employer's name, address, and contact details.
08
Provide details about your income and financial situation, such as your annual income, source of income, and any other assets or debts.
09
If opening a joint account, provide the employment and financial information of the joint account holder(s).
10
Review all the information provided and ensure its accuracy before submitting the application.

Who needs individual/joint account opening information?

01
Individuals who want to open their own bank account.
02
Couples or family members who want to open a joint bank account.
03
Businesses or organizations that require a joint account for their operations.
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Individual/joint account opening information refers to the details required by financial institutions when a new account is being opened either by an individual or jointly by multiple individuals.
Individuals or joint account holders are required to provide the necessary information to open a new account.
Individuals can fill out the account opening information by providing personal details such as name, address, identification documents, and other relevant information requested by the financial institution.
The purpose of individual/joint account opening information is to verify the identity of the account holder(s), comply with regulatory requirements, and set up the account for financial transactions.
The information typically required includes personal details, identification documents (such as driver's license or passport), contact information, and possibly financial information.
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