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- Begin by filling out the 'Unit Holder Information' section. Enter your Folio Number and the name of the first or sole applicant in block letters.
- In the 'First/Sole Applicant Other Details' section, select your status (Individual or Non-Individual) and provide occupation details. Make sure to tick the appropriate boxes.
- Next, indicate your Gross Annual Income and Net Worth by selecting from the provided options. This information is crucial for compliance purposes.
- If applicable, complete the sections regarding Politically Exposed Person (PEP) status and any services you are involved in. Ensure all relevant fields are filled accurately.
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| Versions | Form popularity | Fillable & printable |
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| 2014 | 4.6 Satisfied (66 Votes) |
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