Client Declaration Forms
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PDF 91.9 KB 1 page
Customer Due Diligence Form for Corporate Clients Apr 2022
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PDF 275.6 KB 4 pages
ECDD Form V13 (Nov 2022)
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PDF 207.7 KB 5 pages
pias-ai-declaration-form-for-corporate-trust.pdf
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PDF 266.5 KB 7 pages
pias-ai-declaration-form-for-individual.pdf
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PDF 930.5 KB 2 pages
Client Transfer Form (Version Apr 2022)
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Premium Financing Form
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UOB Kay Hian Referrals
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PDF 801.4 KB 2 pages
EPS Linkage
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PDF 1.3 MB 2 pages
GIRO Form_20190116
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PDF 591.5 KB 2 pages
Individual Form-3a. AI-EI-II-Declaration Form_Nov 2021
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PDF 490.6 KB 2 pages
Individual Form-CAR_CKA_Form_10 Nov 2021
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PDF 447.9 KB 4 pages
Individual Form-CIS Individual Application Form 13 Apr 22 - IFA
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PDF 513.1 KB 6 pages
Individual Form-CIS Joint Application Form 13 Apr 22 - IFA
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PDF 78.0 KB 1 page
Individual Form-Submission Checklist
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PDF 239.0 KB 2 pages
Individual Form-UCASH Opt-In Form
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PDF 865.8 KB 2 pages
Individual Form-W8-Ben October 2021
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PDF 348.1 KB 1 page
Standing Instruction - Bank Account
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PDPA Forms
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PDF 51.1 KB 1 page
Existing Client-Consent to Refer Form (Version 1) Aug 2018
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PDF 856.0 KB 2 pages
Existing Client-Event Evaluation Form (Version 3) Apr 2022
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PDF 435.0 KB 2 pages
Existing Client-Personal Data Notice Consent Form (version 3) (Apr 2022)
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PDF 448.1 KB 2 pages
Existing Client-Personal Data Update Form (Version 3) Apr 2022
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PDF 53.1 KB 1 page
Prospect-Client Referral Form (Version 1) Aug 2018
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PDF 856.0 KB 2 pages
Prospect-Event Evaluation Form (Version 3) Apr 2022
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PDF 186.8 KB 1 page
Prospect-Personal Data Consent Clause Template (Strictly for Prospecting only) (Jul 2021)
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PDF 468.9 KB 1 page
Prospect-Personal Data Notice Consent Clause (Version 3) (Apr 2022)
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PDF 206.6 KB 1 page
Prospect-Undertaking for Corporate Employee Benefits Form (Version 2) Jul 2021
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Others
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PDF 250.4 KB 4 pages
Client Referral Services Consent Form - June 2022
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PDF 580.7 KB 2 pages
iFAST FA Rep Model Portfolio Mass Rebalancing Facility Activation Form
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PDF 310.2 KB 2 pages
Mass and Bulk Switch Request Form vApr18
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PDF 106.7 KB 2 pages
Proxy Form v1 (Nov 2018)
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PDF 334.7 KB 1 page
Submission Checklist v5.3_Editable
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