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Client Hub

FORMS

Personal Account Application Form
Corporate Account Opening Form
CRS Personal Self-Certification Form
Account Fund Withdrawal Form
Limited Power of Attorney (Individual or Joint Account)
Customer Information Update Form
Professional Investor Declaration

IMPORTANT READING MATERIALS

Remittance Instruction
Terms & Conditions
Risk Disclosure Statement
Contract Specifications
Standing Authority for Account
RISK DISCLOSURE OF LOCKED POSITION
FATCA and CRS Policy
Fees Schedule
Auton Login Instruction