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    • Services Trading the Mutual Funds and Securities (Stock to Fund)
    • FATCA Individual
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    • W-8 Ben/ W-9
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    • Withdrawing from the partcipant account
    • Transactions and Data Transmission via ICT
    • POA Power of Attorney for Securities Trading
    • Acknowledge risk disclosure for Vulnerable Investor
    • Data Subject Rights Request Form
    • Bill Payment
    • KYC form
    • Suitability test
    • Additional Account Opening Form (for existing clients)
    • Letter of Consent for disclosure of Personal Data
    • FATCA & CRS Individual
    • FATCA & CRS Juristic Person
    • W-8 Ben/ W-9
    • ATS_Automated Transfer System
    • ENHANCED CUSTOMER DUE DILIGENCE (ECDD)
    • Customer Info Amendment Form
    • Request for Securities Withdrawal / Transfer
    • Withdrawing from the partcipant account
    • Transactions and Data Transmission via ICT
    • POA Power of Attorney for Securities Trading
    • Acknowledge risk disclosure for Vulnerable Investor
    • Data Subject Rights Request Form
    • Acknowledge of Risk Disclosure of Bond investment
    • Knowledge Assessment and High Net Worth
    • Review Form for HNW or UHNW Investors
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      bk.etrade@cgsi.com

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