Customer Data SheetCUSTOMER INFORMATION TitleMr.Mrs.Ms.Dr. Full name Date of Birth GenderMaleFemale Marital StatusSingleMarriedDivorcedWidowed Nationality Means of IdentificationInternational PassportNational ID CardDriving License Residential Address State & LGA of Address Your email Phone Number Tax Identification Number BVN Net of Kin Information Name of Next of Kin Phone Number Relationship with Next of Kin Address of Next of Kin BUSINESS INFORMATION Business Name Trading Name Business Type RC Number Date of Business Commencement Office Address Nearest Landmark Nature of Business/Sector Number of staff Bank Name Account Number Account Opening Date Social Media Handles X Facebook Linkedin Office Tel Office Email How did you hear about Co-Link? Guarantor Information Full name Occupation/Position Relationship with applicant Guarantor's Address Guarantor's Phone Number Guarantor's email Means of IdentificationInternational PassportNational ID CardDriving License Employer's Name Guarantor's Employer Address Investor Profile Investment Amount Preferred Tenure Source of funds Investment Objective (Capital Growth, Passive Income, etc) Risk Appetite LowMediumHigh Preferred Investment Frequency One-offMonthlyQuarterly Referee Information Name of Referee 1 Occupation Relationship with applicant Known for how long Phone Number Email Address Name of Referee 2 Occupation Relationship with applicant Known for how long Phone Number Email Address DOCUMENT UPLOAD Please upload your Identification and Utility bill here
