Account Opening

Account opening

Simple access to account opening resources

In order to facilitate the account opening process when a fund distributors wish to invest into a new fund at a new transfer agent, Fundsquare enables a quick and easy access to account opening resources.

  • Anti-Money Laundering and Know Your Customer checklists
  • Fund account opening forms
  • Application forms
  • Welcome packs 

This service also provides access to order-related documents for subscriptions, redemptions and transfers.

   
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