Customer Onboarding
Welcome to our 'Bank'! This form is a key part of bringing you into the fold so we can begin to deliver you services.
Completing this form is mandated by Government requirements, known as 'Know Your Customer'.
Instructions:
- Complete this form, starting with this page, then the 'Gather Information' tab, then finally the 'Implementation' tab.
You are only asked the minimum information required.
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If anything is unclear on the form, feel free to ask your Bank representaative.
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On the 'Implement' tab you will email this form to our servicing group who will complete the processing.
If there is a need for more information from you, or clarification of the information that is there they will contact you.
Thank you!
We're looking forward to working together for a long time!