How to use or fill out integrated account form with our platform
- Click ‘Get Form’ to open the integrated account form in the editor.
- Begin with the 'Entity Details' section. Fill in your business's registered name, trading name, and entity type. Ensure all mandatory fields are completed accurately.
- Proceed to 'Commercial Details'. Here, provide information about your business operations, including nature of business and expected sources of funds. Be specific about turnover percentages for each industry.
- In the 'Contact Details' section, enter your registered office address and contact information. Make sure to include area codes for telephone numbers.
- Complete the 'Details of Connected Parties' section by listing individuals and corporate entities connected to your business. Include their roles and identification details as required.
- Review all sections for accuracy before submitting. Use our platform’s features to save your progress or share it with colleagues for collaboration.
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