Forms & Applications

• Confidential disclosure
• Statement of assets

• Notification of change of banking details
• Reprints of bank statements
• Emergency card for your holiday
• Order form for foreign currency
• Order cheques – only for business clients

• Apply for online/mobile banking*
• Change transaction limit for transactions
• Activate additional products*
• Setup/change of TAN process
• Request user number*
• Opt-in settings

*Marked functions are currently only available in German. Alternatively, please contact your advisor if you may not want to use them.

• Exemption order
• Request annual tax assessment notice for capital yield in business assets
• Advice concerning annual tax assessment notice and declaration of profits
• Disclosure of tax residency
• Common reporting standards

• Demand duplicate of securities transactions
• Edit client identifier data / LEI