Saxo Capital Markets (Australia) Limited - Institutional Forms 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Part 1A, where you need to indicate if a Holder Identification Number (HIN) is required. Select 'Yes' or 'No' based on your organization's registration status in Australia.
3. Proceed to Part 1B, filling in personal details for the Trustee or Director. Ensure all fields such as Title, Surname, Given Names, Date of Birth, and Residential Address are accurately completed.
4. In Part 4, provide the Full Name of the Trust and any additional details required about trustees and beneficiaries. This section is crucial for compliance with regulatory requirements.
5. Complete Parts 6 through 12 by answering questions regarding Politically Exposed Persons (PEPs), account currency preferences, and purpose of the client relationship. Each field must be filled out truthfully.
6. Finally, review all sections for accuracy before submitting your application via email or fax as indicated at the end of the form.

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