Instructions for completing this form Please read each part of the application carefully, fully answer all the questions, sign where indicated, and attach the required documentation. You must complete and submit: Part A: Client information Part B: Applicant’s fit and proper person declaration Part D: Applicant’s declaration Application Checklist You can choose to complete this form by: printing the form and filling it in by hand, or saving the form and filling in an electronic copy. Note that if you choose the second option, there may be times when you will need to print certain sections in order to sign them or in order to complete multiple entries for a single set of questions. These sections may be scanned back into the computer and submitted electronically with the rest of the form. Pen colours Please use a black or blue pen to write on the form. Check boxes Mark boxes like this with a or When an instruction asks you to the box, you can ✔ ✘. ‘tick’ still use either or ✔ ✘. Go to ✔ Where you see an instruction like this - Go to question 5 mark the relevant box with a or – ✘and then skip to the question number shown. You do not need to answer the question(s) in between. an instruction has a black double arrow (), go to the next indicated part/section. Where an instruction has a black single arrow (), go to the next question. Where an instruction has a black single arrow pointing down (), fill in the field(s) directly below. Mandatory If all fields in a question are mandatory and must be completed, (required) is to the end questions of the question label text. If a field in a question is mandatory only IF a condition is met, (required if any) is added to the end of the question label text. This symbol indicates an instruction on what to do next. This symbol indicates additional useful guidance to filling in the adjacent field or section. This symbol advises that more than one entry may be required for the section and therefore you may need to photocopy or print the section or fill in a duplicate section. This symbol advises that additional documentation to support a claim may need to be attached to the application. Duplex printing This form is designed to be duplex printed to save on paper. All new sections start on the right-hand side of a page spread. Help filling in this form Guidance for filling in this form is available on the .
Instructions for completing this form Please read each part of the application carefully, fully answer all the questions, sign where indicated, and attach the required documentation. You must complete and submit: Part A: Client information Part B: Applicant’s fit and proper person declaration Part D: Applicant’s declaration Application Checklist You can choose to complete this form by: printing the form and filling it in by hand, or saving the form and filling in an electronic copy. Note that if you choose the second option, there may be times when you will need to print certain sections in order to sign them or in order to complete multiple entries for a single set of questions. These sections may be scanned back into the computer and submitted electronically with the rest of the form. Pen colours Please use a black or blue pen to write on the form. Check boxes Mark boxes like this with a ✔ or ✘. When an instruction asks you to ‘tick’ the box, you can still use either ✔ or ✘. Go to Where you see an instruction like this - Go to question 5 – mark the relevant box with a ✔ or ✘and then skip to the question number shown. You do not need to answer the question(s) in between. an instruction has a black double arrow (), go to the next indicated part/section. Where an instruction has a black single arrow (), go to the next question. Where an instruction has a black single arrow pointing down (), fill in the field(s) directly below. Mandatory questions If all fields in a question are mandatory and must be completed, (required) is to the end of the question label text. If a field in a question is mandatory only IF a condition is met, (required if any) is added to the end of the question label text. This symbol indicates an instruction on what to do next. This symbol indicates additional useful guidance to filling in the adjacent field or section. This symbol advises that more than one entry may be required for the section and therefore you may need to photocopy or print the section or fill in a duplicate section. This symbol advises that additional documentation to support a claim may need to be attached to the application. Duplex printing This form is designed to be duplex printed to save on paper. All new sections start on the right-hand side of a page spread. Help filling in this form Guidance for filling in this form is available on the .
CER-CI-001%20-%20Client%20information%20form.docx