The Account Opening Form Template UK is offered in multiple formats, including PDF, Word, and Google Docs, featuring both editable and printable samples.
Account Opening Form Template UK Editable – PrintableSample
Account Opening Form Template UK 1. Personal Information 2. Contact Information 3. Employment Information 4. Identification Documents 5. Financial Information 6. Purpose of the Account 7. Regulatory Compliance 8. Declaration and Consent
PDF
WORD
Examples
[Full Name]
[Date of Birth]
[National Insurance Number]
[Marital Status]
[Current Address]
[City]
[Postcode]
[Phone Number]
[Email Address]
[Type of ID, e.g., Passport or Driving License]
[ID Number]
[Expiry Date]
[Current Employer]
[Job Title]
[Length of Employment]
[Annual Income]
[Monthly Expenditure]
[Source of Funds]
[Explain the purpose for which the account is being opened, e.g., savings, daily transactions, etc.]
[Current Account, Savings Account, Joint Account, etc.]
[Any additional information required for compliance, e.g., tax residency, investment experience]
I hereby declare that the information provided above is true and accurate to the best of my knowledge.
[Signature]
[Date]
[Full Name]
[Date of Birth]
[Current Address]
[Previous Address (if moved within the last 3 years)]
Please provide one form of identification such as:
– Passport
– Driving License
– National Identity Card
[Employer’s Name]
[Position]
[Contact Number of Employer]
[Total Assets]
[Liabilities]
[Net Worth]
By signing this form, I acknowledge that I have read and understood the terms & conditions associated with the account opening.
[Signature]
[Date]
Would you like to receive information about our products and services?
[Yes/No]
I consent to the bank processing my personal data in accordance with GDPR regulations.
[Signature]
[Date]
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