CLIENT ONBOARDING
Tell us a bit about yourself and your financial goals so we can tailor solutions that meet your investment journey.
Account Type
*
Please Select
Individual Account
Joint Account
ITF Account (In Trust For)
Title
Please Select
Mr.
Mrs.
Dr.
Ms.
Miss
Full Name
*
First Name
Last Name
Other Name(s)
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
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Date of Birth
*
-
Day
-
Month
Year
Date
Sex
*
Male
Female
Marital Status
*
Single
Married
Divorced
Widowed
Level of Education
*
JHS
SHS
Diploma
Degree
Advanced Degree
Other
Employment Status
*
Unemployed
Employed
Self-employed
Retired
Student
Occupation
*
Employer Name
*
Monthly Income
*
Below 1,000
1,000 - 6,000
6,001 - 10,000
Above 10,000
GPS Address
*
For example: GC-XXX-XXXX
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Take Photo
*
Ghana Card ID
*
Ghana Card Expiry Date
*
-
Day
-
Month
Year
Date
ID Front
*
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ID Back
*
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Second Applicant
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Sex
Male
Female
Marital Status
Single
Married
Divorced
Widowed
Level of Education
JHS
SHS
Diploma
Degree
Employment Status
Unemployed
Employed
Self-employed
Retired
Student
Occupation
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Ghana Card ID
Ghana Card Expiry Date
-
Day
-
Month
Year
Date
2nd Applicant ID Front
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2nd Applicant ID Back
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IN TRUST FOR (ITF) ACCOUNT
ITF Full Name
First Name
Last Name
ITF Date of Birth
-
Month
-
Day
Year
Date
ITF Sex
Male
Female
ITF ID Type
Please Select
Ghana Card
Birth Certificate
ITF ID Front
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ITF ID Back
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INVESTMENT PROFILE
Answer three quick questions to help us understand your goals, comfort with risk, and return expectations, so we can recommend the investment product that’s right for you.
R1. How long can you keep your money invested before you need it back?
*
Less than 1 year
1–3 years
3–5 years
More than 5 years
R2. If your investment dropped in value by 10% in the first year, what would you do?
*
Sell everything to avoid further losses
Sell some to reduce risk
Do nothing and wait for recovery
Invest more because prices are cheaper
R3. What is more important to you when investing?
*
Protecting my money, even if returns are low
Earning steady, moderate returns with some ups and downs
Achieving high returns, even if it means big fluctuations in value
R4. Do you know any of our investment product you are currently considering?
*
Yes, I already have a product of choice in mind
No, kindly recommend based on my profile
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PRODUCT RECOMMENDATION
For more information about our products visit: https://www.firstfinancecompany.com/mutual-funds
Your Recommended Product
*
Elite Mutual Fund - Balanced Fund (Minimum of GHS20 initial deposit)
Customized Portfolio (Initial deposit of GHS100,000 or more required)
Your Recommended Product
*
Financial Independence Fund - Fixed Income Fund (Minimum of GHS20 initial deposit)
Customized Portfolio (Initial deposit of GHS100,000 or more required)
Your Recommended Product
*
Gold Fund Unit Trust - Balanced Fund (Minimum of GHS20 initial deposit)
Customized Portfolio (Initial deposit of GHS100,000 or more required)
Your Recommended Product
*
First Finance Money Trust - Fixed Income Fund (Minimum of GHS20 initial deposit)
Customized Portfolio (Initial deposit of GHS100,000 or more required)
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PRODUCT CHOICE
For more information about our products visit: https://www.firstfinancecompany.com/mutual-funds
Please select any of the following investment products you’re interested in
First Finance Elite Mutual Fund
Financial Independence Mutual Fund
Gold Fund Unit Trust
Unisecurities Unit Trust
Managed Portfolio (GHS100,000 initial deposit required)
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EXPECTED ACCOUNT ACTIVITY
Tell us how you plan to use your account so we can serve you better.
Source of funds
*
Salary
Proceeds from Business
Inheritance/Gifts
Personal Savings
Other
Initial Investment Amount
*
Frequency of Top-ups
*
Monthly
Quarterly
Bi-annual
Other
Regular top-up amount (Expected)
Frequency of Withdrawals
*
Monthly
Quarterly
Bi-annual
Other
Regular withdrawal amount (Expected)
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BANK ACCOUNT DETAILS (OPTIONAL)
Bank Name
Account Name
For Example: John Doe
Account Number
Bank Branch
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BENEFICIARY (IES) INFORMATION
BENEFICIARY(IES)
B1. Full Name
B1. Relationship
B1. Date of Birth
-
Day
-
Month
Year
Date
B1. Contact
Please enter a valid phone number.
Format: (000) 000-0000.
B1. Address
B1. Percentage (%)
B2. Full Name
B2. Relationship
B2. Date of Birth
-
Day
-
Month
Year
Date
B2. Contact
Please enter a valid phone number.
Format: (000) 000-0000.
B2. Address
B2. Percentage (%)
B3. Full Name
B3. Relationship
B3. Date
-
Day
-
Month
Year
Date
B3. Address
B3. Contact
Format: (000) 000-0000.
B3. Percentage (%)
NEXT OF KIN (NOK) INFORMATION
N1. Full Name
*
N1. Relationship
*
N1. Date of Birth
*
-
Day
-
Month
Year
Date
N1. Address
*
N1. Contact Number
*
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ACCOUNT HOLDER'(S) AUTHORIZATION/SIGNATURE(s)
By signing this form, I/We declare that I/We have read and understood the Product Document in Question and that I/We declare that all the information provided is true, accurate and correct as at the date given below. I/We instruct First Finance Company (FFC) to act based on this information, unless otherwise notified in writing by me/us. I/We authorize FFC to act on instructions relating to my/our account(s) received from the Authorized Signatory(ies).
Person(s) to sign
*
One
Two
Mode of Signature
*
Sign
Upload Signature
Signature of 1st Applicant
*
Signature of 2nd Applicant
Signature of 1st Applicant
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How did you hear about us?
*
Referral
Social Media/Website
Employer
Event
Referrer's Name or Code
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