INDIVIDUAL ACCOUNT OPENING FORM – Financial Trust Group

INDIVIDUAL ACCOUNT OPENING

Individual Account

First Name

Middle Name

Last Name

Mother maiden Name:

Date of Birth

Sex:

Marital Status:

Phone Number

State

Address

LGA

Country

Occupation:

Employer’s Address:

Employment Status:

Expected Annual Turnover:

Bank Name

Account Number

BVN

Bank Opening Account Date

Name ( next of Kin)

Phone Number (next of kin)

PORTFOLIO MANAGEMENT (FOR ASSET MANAGEMENT CLIENTS ONLY)

Account Type:( Collective Investment Schemes)

Separatively Managed Accounts

QUESTIONNAIRE

Investment Objective:

Investment Experience:

Investing Experience:

Investment Time Frame:

Are you a permanent residence of any other country? If yes, kindly ensure to fill the FATCA Form attached.

Yes

Have you occupied any political office? If yes, kindly state the last two (2) political offices occupied.

Yes

Date:from

Have any of your close relatives/associates occupied a political office?If any, kindly state the names and your relationship with such person:

Yes

1.Name

Relationship:

Position Held:

Date: from

2. Name

Relationship:

Position Held:

Date: from

The following documents are required for account opening and validation

Valid Government-Issued ID (e.g. National ID(preferably NIN), International Passport)

Choose File

Utility Bill (not older than 3 months)

Choose File

Passport Photograph

Choose File

Specimen Signature

Choose File

I attest that the information provided herein is accurate and would notify Financial Trust Company Nigeria Limited to update my record where any change occurs

Yes

INDIVIDUAL ACCOUNT OPENING

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