Account Forms
- Account View Authorisation Form
- Authorised Dealer List (Only applicable to Corporations) and Cover letter
- Authorised view-only user list and Cover letter
- Cash Withdrawal Module Corporate Disclosure Form
- Client Withdrawal Request Form
- CRS – Client Declaration Form – Individuals
- CRS – Client Declaration Form – Entities
- Letter of Authorisation
- Sub Account Form (Multi-currency)
- US FATCA & Tax Treaty Benefit Certification Forms
- Wholesale Investor Request Form
- Saxo Australia Appropriateness Test
- New Zealand Wholesale Investor Form