The integration enables advisors to leverage prospect data they have in their Redtail CRM system by pre-populating account opening forms with a client's information through Pershing's new Client Onboarding solution.
What does AOF stand for?
AOF stands for Account Opening Form
This definition appears very rarely and is found in the following Acronym Finder categories:
- Business, finance, etc.
See other definitions of AOF
We have 61 other meanings of AOF in our Acronym Attic
- An Open Ended Sky (band)
- AIDS Orphans Education Trust (Uganda)
- Atomic Oxygen Exposure Tray
- Advanced Optics and Energy Technology Center
- Alpha Omega Elite Track Team
- Advanced Offboard Electronic Warfare (US Navy)
- Akkordeon Orchester Egloff Wettingen (German: Accordion Orchestra Egloff Wettingen; Wettingen, Switzerland)
- Absolute Open Flow (Gas Well Deliverability Testing)
- Academy of Fellows (various organizations)
- Academy Of Finance (New York State Department of Education)
Samples in periodicals archive:
The paperwork typically involves account opening forms and KYC (know your customer) documents which includes proof of residency, passport, bank information and net worth disclosures, among others.
Traders interested in claiming the bonus simply need to sign up for a new account by filling out the Account Opening Form (copies of ID and utility bill are required) and email the Payments department to request the bonus.
A simple account opening form filled out at the beginning of a business relationship can go a long way to minimising risk, but customers' credit worthiness has to be monitored continuously.
Shantanu Ghosh, deputy general manager, IT and operations, Bank Sohar To avoid fraudulent opening of accounts Bank Sohar has a robust account opening process which requires verification of ID cards/passport at the time of account opening and study of information provided on the account opening forms.
It could be in the account opening forms you completed, but, if not, you have grounds for complaint I AM thinking of opening a savings account with ING Bank, whose TV commercials are offering 4.
is given as the reference telephone number on the account opening forms," advice that might alarm the small but growing cadre of consumers who have dispensed with landline telephone accounts in favor of portable phones.
Application Will Capture and Index New Account Opening Forms IRVINE, Calif.