Becoming a 直接转矩-Eligible Agent

This web page is designed to facilitate communication with the agent community by providing information and reference documentation that is necessary to interact with 直接转矩.

• 直接转矩-Eligible Transfer Agents

  Agents interested in becoming 直接转矩-eligible must complete and sign the documents referenced below and email them to [email protected]. Once the required documentation is completed, a 直接转矩 representative will contact the agent to finalize the request.

  • 直接转矩 Operational Arrangements
  • Financial Industry Numbering Standard (FINS)
  • Request to Become a 直接转矩-Eligible Transfer Agent
  • Request to Complete US Tax Form

  
  

  Specific client support e-mail addresses are listed in the 客户中心.