Download Area | IntaCapitalSwiss SA | Broker Portal

Client Information Profile

This form is available to download fill out online. You can copy link to the online form to send to a client.

Instrument for Monetisation

This form is available to download fill out online. You can copy link to the online form to send to a client.

Corporate Shareholder Questionaire

Download the Corporate Shareholder Questionaire.

Management & Directors Questionnaire

Download the Management & Directors Questionnaire or fill out the online form.

Health Questionnaire

Download the Health Questionnaire or fill out the online form.

Payment Agent Questionnaire (PAQ)

Download the Payment Agent Questionnaire.

Asset & Liability Statement (A&L)

Download the Asset & Liability Statement.

Corporate Directors Questionnaire

Download the Corporate Directors Questionnaire.

Individual Shareholders Questionnaire

Download the Individual Shareholders Questionnaire form.