SignupFlowDocumentType

Document types accepted for signup

  • Name Description
    AccountViewToIb Document detailing Introducing-Broker/Client details, authorization from client and Broker commission details
    AnnualAccounts Annual Accounts
    BankStatement Bank Statement
    EsaContract Document detialing ESA Contract
    FeePaymentAuthorization Document detailing Fee Payment Authorization
    GeneralBusinessTerms Document explaining general business terms
    PensionTransferRequest Document detailing Pension Transfer Request
    PowerOfAttorney Legal document mentioning the details of the acts that can be done on behalf of the principal (client)
    PowerOfAttorneyToIb Legal document mentioning the details of the acts that an IB can undertake on behalf of the principal (client)
    ProofOfIdentity Document to verify the identity of client
    ProofOfResidency Document to verify the residency of client
    SourceOfFundsDocument Document detailing all the sources which client have for generating funds
    TaxSavingAccount Document detailing Tax Saving Account
    TaxSavingAccountWithTransfer Tax saving account with transfer
    TermsAndConditions Document explaining terms and conditions
    TermsAndConditionsAldersopsparingPrivate Document detailing Terms and Conditions Aldersopsparing Private
    TermsAndConditionsKapitalPensionPrivate Document detailing Terms and Conditions Kapital Pension Private
    TermsAndConditionsRatePensionPrivate Document detailing Terms and Conditions Rate Pension Private