Forms
The forms you may need, and what each one is for.
Most changes can be made online in your account. For the cases below we need a signed form: download it, fill it in and send it to address or upload channel.
- Change of personal detailsNew name, address or tax details.add file
- Securities transfer inMove a portfolio from another bank or broker to FlatAI.add file
- Securities transfer outMove your securities to another bank or broker.add file
- Power of attorneyAllow another person to act on your account.add file
- Joint accountAdd a second account holder.add file
- Account closureClose your account and tell us where to send the remaining balance.add file
- Complaint formPut a complaint in writing — see Complaints.add file