Update Corporate Account

Mandatory Update

At the request of Clients, changes can be made in the information supplied in the account opening documents.

The signature on the IDs must match with the signature on all forms. Please verify for consistency.
Please submit original documents for processing to PanAmerica Capital Group's offices.

  • Change of Address: Client must submit a signed Letter of Authorization

To change Signatories, Beneficial Owner, Board of Directors on the Account, the following documents are required:

  • PCG Personal Identification Form for each new person
  • FATCA Form – Corporate (English)
  • Identification documents

For the Beneficial Owner(s) of the Corporation, the following additional documentation is required:

  • FATCA Form – Individual (English)
  • One letter of professional reference (preferably from your employer, attorney or accountant)
  • One letter of financial reference from your bank or brokerage institution
  • Copy of most recent utility or telephone bill or PCG Client Visit Report to confirm physical address.
  • Copy of Income Tax Declaration (if available).
  • Approximate timing: 15 to 20 business days.

To change Board of Directors, the following additional documentation is required:

  • Submit copies of Amendments, Certificate of Incorporation, Certificate of Good standing, and Certificate of incumbency
  • RBC CS Certification of Investment Powers, signed by Corporate Secretary AND by all authorized signatories on the account.

To change Signatories of the account, the following additional information is required:

  • RBC CS Certification of Investment Powers, signed by Corporate Secretary AND by all authorized signatories on the account.
  • RBC CS Standard Checking Application (optional), signed by all persons authorized to sign on the issued checkbook.
  • RBC CS Investment Access Account Application (optional), signed by all persons authorized to sign on the issued checkbook and VISA® Debit Card.
  • RBC CS Full Trading Authorization With Privilege to Withdraw Money and/or Securities (optional), signed by President or Legal Representative AND all persons authorized as specified on this form.
  • RBC CS Limited Trading Authorization to Purchase and Sales of Securities (optional), signed by President or Legal Representative AND all persons authorized as specified on this form.

Voluntary Update

At the request of Clients, changes can be made in the information supplied in the account opening documents.

The signature on the IDs must match with the signature on all forms. Please verify for consistency.
Please submit original documents for processing to PanAmerica Capital Group's offices.

  • Change of Address: Client must submit a signed Letter of Authorization

To change Signatories, Beneficial Owner, Board of Directors on the Account, the following documents are required:

  • PCG Personal Identification Form for each new person
  • FATCA Form – Corporate
  • Identification documents

For the Beneficial Owner(s) of the Corporation, the following additional documentation is required:

  • FATCA Form – Individual
  • One letter of professional reference (preferably from your employer, attorney or accountant)
  • One letter of financial reference from your bank or brokerage institution
  • Copy of most recent utility or telephone bill or PCG Client Visit Report to confirm physical address.
  • Copy of Income Tax Declaration (if available).
  • Approximate timing: 15 to 20 business days.

To change Board of Directors, the following additional documentation is required:

  • Submit copies of Amendments, Certificate of Incorporation, Certificate of Good standing, and Certificate of incumbency
  • RBC CS Certification of Investment Powers, signed by Corporate Secretary AND by all authorized signatories on the account.

To change Signatories of the account, the following additional information is required:

  • RBC CS Certification of Investment Powers, signed by Corporate Secretary AND by all authorized signatories on the account.
  • RBC CS Standard Checking Application (optional), signed by all persons authorized to sign on the issued checkbook.
  • RBC CS Investment Access Account Application (optional), signed by all persons authorized to sign on the issued checkbook and VISA® Debit Card.
  • RBC CS Full Trading Authorization With Privilege to Withdraw Money and/or Securities (optional), signed by President or Legal Representative AND all persons authorized as specified on this form.
  • RBC CS Limited Trading Authorization to Purchase and Sales of Securities (optional), signed by President or Legal Representative AND all persons authorized as specified on this form.