Integrated account form 2026

1. Click ‘Get Form’ to open the integrated account form in the editor.
2. 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.
3. 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.
4. In the 'Contact Details' section, enter your registered office address and contact information. Make sure to include area codes for telephone numbers.
5. 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.
6. 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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