How to generate the PDF application form

How do I generate an application form for the client to sign?

Once all details have been entered in the TC Ops online form and every section header is green, you can now “Save as Draft” which will take you back to the Account Opening dashboard screen.

On the Account Opening dashboard screen, click “View PDF” to open the application as a writeable PDF and send to the client to sign alongside a copy of the FinClear Terms of Trade. 

The account will remain in draft for as long as you need.

For further assistance please contact our Account Services Team.