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1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling in your Account Number at the top of the form. Ensure this is accurate as it is essential for processing.
3. In the section for the Primary Account Holder, provide your full name in block characters, including last, first, and middle names. Select your gender and civil status from the options provided.
4. Fill in your contact details, including telephone number, email address, and residential address. Make sure all information is clear and complete.
5. Proceed to the Financial and Investment Profile section. Indicate your Liquid Net Worth, Total Net Worth, and Annual Income by selecting the appropriate ranges.
6. Complete the disclosures section by answering questions regarding corporate affiliations or existing accounts with other firms.
7. Finally, review all entries for accuracy before affixing your signature where required. Save your document once completed.

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