How to use or fill out julius baer account opening with our platform
- Click ‘Get Form’ to open the julius baer account opening form in the editor.
- Begin by filling in your identity details. Enter your full name, including surname and middle name, and select your title (Mr., Mrs., Miss, etc.).
- Provide your father's or spouse's name, gender, marital status, nationality, and date of birth. Ensure that all information matches the documents you will submit.
- In the Proof of Identity section, indicate which document you are submitting (e.g., PAN card, Aadhaar). Remember that a self-attested copy of your PAN card is mandatory.
- Next, fill out your address details. Include both residence and permanent addresses if they differ. Specify the proof of address submitted for verification.
- Finally, review all entries for accuracy before signing the declaration at the bottom of the form. Your signature confirms that all information is true to the best of your knowledge.
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