Executors account form NEW indd - Investment Sense 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling in the 'Title/Name of account' and 'Correspondence Address' sections. Ensure that all details are accurate to avoid any delays.
3. Provide your contact information, including 'Contact Name', 'Position Held', and communication details such as 'Telephone', 'Fax', and 'Email'.
4. Indicate the type(s) of account required and the currency preferences. Select your desired statement frequency from options like Annually, Quarterly, etc.
5. For each signatory, complete their personal details including Title, Forename(s), Surname, Date of Birth, and Nationality. Make sure to answer questions regarding US citizenship accurately.
6. In the Account Mandate section, authorize signatories for various transactions by providing necessary signatures where indicated.
7. Finally, review all entries for accuracy before submitting the form through our platform for processing.

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