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.