account opening procedure fab investing

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Proposed Account Opening Flow Fab Investing CUSTOMER CLIENT SERVICES COMPLIANCE Customer fills up the application form in prescribed manner. Submission of form and necessary document to the Bank. Form and documents are checked by the Client Services department. Incomplete form or documents. To be communicated to customer for further action Completed and tallied form and documents. Final review: Dow Jones risk profile checking and CRF FAIL PASS New account created in Fab Investing system and account number generated. Customer receives the details of the newly opened account and further instructions via mail/email/phone Approval from Manager

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Proposed Account Opening Flow Fab Investing CUSTOMERCLIENT SERVICESCOMPLIANCE Customer fills up the application form in prescribed manner. Submission of form and necessary document to the Bank. Form and documents are checked by the Client Services department. Incomplete form or documents. To be communicated to customer for further action Completed and tallied form and documents. Final review: Dow Jones risk profile checking and CRF FAIL PASS New account created in Fab Investing system and account number generated. Customer receives the details of the newly opened account and further instructions via mail/email/phone Approval fromManager