Agents Completion Report ACR

Agents Completion Report ACRPlantations2021-06-02T18:06:04+00:00

Gentlemen,

In order for us to process your deal as smoothly and as quickly as possible provide all documentation must be complete.

Note;

Please break down the pdf into separate PDF’s.
Everything with a red * is mandatory.

Best Regards,

Plantations International

Who is this form Prepared by? *

Whats your name?

Master Agents Names *

Who is the Master Agent?

----------------------------------------------

Clients Full Name *

First

Last

Clients Nationality *

Clients Email *

Email

Confirm Email

Clients Mobile Phone *

Clients Home / Office Phone

----------------------------------------------

Client Mailing Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

--------------

Number of Trees? *

How many trees is the client purchasing?

Type of Trees? *

Purchase Price? *

Enter purchase price of the deal. Eg. 38000 , do not use any commas or symbols - numbers only!

Which currency is the deal in? *

This currency will be on the agreements and the invoice.

What bank is the client paying into *

OCBC, worldpay, zurich, etc....

Client Type? *

--------------

Identification Document(s) *

Click or drag files to this area to upload. You can upload up to 3 files.

Passport or National I.D. Cards

Proof of Address *

Click or drag files to this area to upload. You can upload up to 3 files.

Electric Bill , Water Bill, Bank Statement, etc...

KYC & AML Docs *

Click or drag files to this area to upload. You can upload up to 3 files.

Page 1 & 2 of pack

Sending Bank - Origin of funds Document *

Click or drag files to this area to upload. You can upload up to 3 files.

Where did the money come from? Which bank and details?

Invoice *

Click or drag files to this area to upload. You can upload up to 3 files.

The payment invoice

Sales & Management Agreement *

Click or drag files to this area to upload. You can upload up to 3 files.

If the sales and managment agreement are separate documents, please upload 2 documents.

Deal Comments that we should be aware of

Anything that you can think of that will enable us to service this client better. Eg. expiration on special pricing, beneficiary information, etc.

Website

Save and Resume Later