Know Your Client Form
MWMC Wealth Planners · Strictly Private & Confidential
1
Client Type 客户类型
Select Client Type 请选择 *
2
Document Upload 证件上传
MyKad / Identity Card 身份证
(Optional 可选)
IC Front 正面
IC Front
Photo or PDF
IC Back 背面
IC Back
Photo or PDF
Other Documents 其他证件
(Max 5 最多5份)
3
Client Information 客户资料
4
Declaration & Signature 声明与签名
I hereby declare that all information provided in this form is true, accurate and complete to the best of my knowledge. I consent to MWMC Wealth Planners collecting and processing my personal data for the purpose of financial advisory services, in accordance with the Personal Data Protection Act 2010 (PDPA).
Client Signature 客户签名
Sign here 请在此签名
Date & Advisor 日期与顾问
MWMC Wealth Planners
Know Your Client Form
Client Information
| Full Name | |||
| IC Number | Date of Birth | ||
| Gender | Nationality | ||
| Race / Ethnicity | |||
| Address | |||
| Phone | |||
KYC Details
| KYC Date | Advisor | ||
| Purpose | |||
I hereby declare that all information provided in this form is true, accurate and complete to the best of my knowledge. I consent to MWMC Wealth Planners collecting and processing my personal data for the purpose of financial advisory services, in accordance with the Personal Data Protection Act 2010 (PDPA).
Client Signature 客户签名
Date & Advisor
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