CE/DUF/2.
0/2022
Asset Management
Data Update and Upgrade Form
Dear Sir or Madam,
Date
Kindly amend my records with respect to my investment(s)
A. FUND DETAILS
Fund Name
E-Account Number
B. PERSONAL INFORMATION
Title Name
Gender M F Religion Date of Birth
Phone Number BVN NIN
ID Card Type ID Card Number
C. INFORMATION TO BE UPDATED
Tick and complete the change request option required
CHANGE OF NAME
Surname First Name Other Names
New Name
CHANGE OF CONTACT DETAILS
Phone Number Email Address
Home Address
City State of Residence Country
CHANGE OF INCOME PAYMENT MANDATE Re-Invest Pay into my bank account
CHANGE OF BANK DETAILS
Account Name
Bank Name
Account Number
ADDITION OR CHANGE OF SIGNATURE
Update or Change of Signature Addition of New Signatory
Surname First Name Other Names
Name
New Signature
Mandate Sole Signatory Both to Sign Either to sign Others (specify)
CHANGE OF NEXT OF KIN (NOK)
Surname First Name Other Names
Name
Phone Number Email Address
Home Address
Title Gender Relationship
D. SIGNATORY AUTHORIZATION PASSPORT PHOTO
Individual Applicant Joint Applicant
Signature Signature
Name Name
Required documents for
Change of name Change of Signature Addition of signatory Details of Banker’s Confirmation of signature letter
• Completed data update form • Completed data update form * Completed data update form The Banker’s Confirmation (BC) should be addressed to:
• Banker’s Confirmation of signature letter issued by your bank • Banker’s confirmation of signature letter * 1 passport photograph of new signatory The Registrars
• Marriage Certificate (if applicable) issued by your bank * Valid means of ID of new signatory First Registrars & Investors Services
• Newspaper publication Change of address * Bank Verification Number (BVN) No 2 Abebe Village Iganmu, Lagos
• Means of ID / Affidavit with new name • Completed data update form
• Copy of Original birth certificate (for men) • Proof of address (Government issued ID/Utility Your passport photograph should be affixed and stamped across by the bank. The
date the account was opened should be stated (the account should not be less
bill with matching surname and address than 6 months). The banker’s Confirmation should not include any disclaimer.
