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Corporate Investor Application and Agreement - SEI, page 1
Complex · 66/100Form Complexity Index

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What this form asks for

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The SEI Corporate Investor Application and Agreement is a crucial document for corporate entities seeking to invest in SEI's range of sub-funds. It serves as both an application to open an investment account and a binding agreement that outlines the terms, conditions, fees, and regulatory disclosures for the investment relationship. Completing this multi-page form accurately is essential for initiating trades and ensuring compliance. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Fillable fields191
Pages12
Form Complexity IndexComplex, 66/100

The AI checks your answers before you download

13 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Verifies Total Investment Amount Matches Sum of Fund Allocations

This validation ensures that the value entered in the 'TOTAL INVESTMENT' field in Section 10 is equal to the sum of all individual investment amounts allocated to the Strategic Funds and Global Mutual Funds. This check prevents funding discrepancies and ensures the investor's instructions are arithmetically correct before processing. If the amounts do not match, the submission will be blocked, and the user must correct the allocation amounts or the total investment figure.

Detects US Tax Residency and Flags W-9 Requirement

This check scans the fields in Section 6 (Tax Compliance) for any mention of 'US' or 'United States' in the tax residency, incorporation, citizenship, or birth country fields. Identifying US persons is a critical requirement under the Foreign Account Tax Compliance Act (FATCA). If a US indicator is found, the system must flag the submission as incomplete pending the receipt of a completed W-9 form.

Ensures Regulatory Number is Provided when Regulated by FCA

This validation verifies that if the 'Regulated by FCA' checkbox in Section 2 is marked as 'Yes', the 'Regulatory No.' field is not empty. This is crucial for compliance and verification purposes, as the regulatory number is required to confirm the entity's status with the Financial Conduct Authority. A failure will result in an error message requiring the user to either provide the regulatory number or change the selection.

Validates Bank Details are Provided for Bank Transfer Funding

This check is triggered in Section 9, 'Method of Account Funding.' If the user selects the 'Bank Transfer' option, the system verifies that the fields for 'Bank Name,' 'Account Name,' 'Sort Code,' and 'Account Number' are all completed. This information is essential for matching the incoming funds to the correct application. Failure to provide these details will prevent form submission until the required bank information is entered.

Confirms Mandatory Signatures and Dates are Completed

This check verifies that the signature and date fields for both the 'Authorised Investor' and the 'Adviser/Manager' in Section 14 are completed. These signatures are legally binding and signify agreement to all terms, making their presence essential for the application to be valid. An incomplete signature section will render the application invalid and require completion before it can be processed.

Prevents Duplicate Use of Local Authority Tax Bill for Evidence

This rule enforces the note on page 4 stating that the 'Current Local Authority Tax Bill' cannot be used as evidence for both Business Name (Section 3) and Business Address (Section 4). The system will check if this evidence type has been entered in both sections. This is important for maintaining the integrity of the identity verification process by requiring two distinct pieces of evidence. If duplication is detected, an error will be shown, forcing the user to provide an alternative form of evidence for one of the sections.

And 7 more checks
  • Validates Shareholder Percentages Sum to 100%
  • Requires Bank Details if Dividends are Paid as Cash
  • Ensures Regular Withdrawal Start Date is in the Future
  • Validates Corporate Investor Name Character Limit
  • Verifies Investor Name and Date Match Across Sections
  • Ensures At Least One Form of Business Name Evidence is Provided
  • Validates Conditional Requirement for Investment Selection

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How to Fill Out 173819-AMD-UK Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload or select the SEI Corporate Investor Application and Agreement form.
  2. Use the AI assistant to fill in the Corporate Investor Information (Section 1 & 2), including business name, registration numbers, and tax details.
  3. Provide evidence of your business name and trading address by completing Sections 3 & 4, attaching certified documents as prompted by the platform.
  4. Complete the Tax Compliance section (Section 6) and have your adviser fill in their information and the agreed-upon charges in Sections 7 and 8.
  5. Specify your method of account funding (Section 9) and make your investment selections in the Strategic and/or Global Mutual Funds (Section 10).
  6. Indicate your preferences for dividend payments, regular withdrawals, and contract note delivery in Sections 11, 12, and 13.
  7. Carefully review all entered information, then have an authorized signatory and the financial adviser digitally or physically sign the form in Section 14 to finalize the application.

Common Mistakes in Completing 173819-AMD-UK

The ones the AI is built to catch.

Incomplete or Incorrect Signatures and Dates
Applicants often miss one of the required signatures or enter the date in an incorrect format. The form requires signatures from both the Authorised Investor and the Financial Adviser on page 9, and a printed name on page 12. Failure to provide all signatures and dates in the specified DD/MM/YY format will render the application invalid, immediately halting the investment process until a correctly completed original form is received.
Investment and Payment Amount Mismatch
A frequent error is a discrepancy between the 'TOTAL INVESTMENT' amount listed in Section 10 and the actual amount on the cheque or bank transfer. This often happens due to miscalculations when adding up individual fund investments. This mismatch prevents the trade from being placed, causing delays and potentially missing a desired investment window while SEI contacts the adviser to resolve the discrepancy.
Failure to Provide Required Certified Documents
The form requires certified copies for nearly all evidence submitted in Section 3 (Evidence of Business Name) and Section 4 (Evidence of Business Address). Applicants frequently forget to include these documents or submit non-certified photocopies. An application without the necessary certified copies is considered incomplete and will be put on hold, significantly delaying the account opening and investment process.
Using Incorrect Bank Transfer Details or Reference
The payment instructions on page 1 provide different bank details for CHAPS versus BACS/Faster Payments, a detail that is easily overlooked. Furthermore, applicants often forget to include the mandatory payment reference with the corporate investor's name. These errors can cause payments to be delayed, misallocated, or even returned, leading to missed trading deadlines and administrative complications.
Improperly Reusing an Evidence Document
Section 4 explicitly states that a 'Current Local Authority Tax Bill' can be used as evidence for either the business name (Section 3) or the trading address (Section 4), but not for both. Applicants often attempt to use this single document to satisfy both requirements. This will result in one of the verification sections failing, making the application incomplete and requiring the applicant to submit additional documentation.
Incomplete FATCA and Tax Residency Information
Section 6 requires detailed tax residency information for the corporation and its owners to comply with FATCA and CRS regulations. Applicants may provide incomplete information or fail to attach a W-9 form if a US connection is indicated. This is a critical compliance failure that will halt the application until all tax information and necessary forms are correctly provided, preventing the account from being opened.
Ignoring Formatting and Ink Requirements
The instructions on page 1 clearly state to complete the form in 'BLOCK CAPITALS using black ink'. Many applicants fill out the form using lowercase letters or blue ink, which can cause issues with automated scanning and legibility. This can lead to data entry errors or the form being returned for proper completion. AI-powered tools like Instafill.ai can convert this non-fillable PDF into a fillable version, ensuring text is legible and correctly formatted.
Overlooking Dividend and Communication Preferences
Applicants often miss Sections 11 (Dividend Payments) and 13 (Contract Notes), assuming their preferences will be set later. The form defaults to reinvesting all dividends and sending contract notes by post. If an applicant wants cash dividends or email delivery, they must explicitly select these options and provide the necessary bank or email details, otherwise their account will be set up with the default, undesired options.
Forgetting to Print Name on the Client Agreement Page
While the main signature page is page 9, a separate 'Print Name of Investing Corporate Investor' field is located on page 12 within the Client Investment Agreement text. This is highlighted in the initial instructions but is very easy to miss when completing the form. Omitting this printed name makes the agreement technically incomplete and will cause the application to be rejected pending correction.
Incomplete List of Shareholders or Directors
In Section 5, applicants must list all relevant shareholders, directors, or partners, including their name, status, ownership percentage, and whether an identity verification check has been completed. It is common for this table to be filled out partially, with missing percentages or unclear verification statuses. Incomplete information about the controlling parties of the corporation will prevent the compliance team from approving the application.

Frequently Asked Questions About 173819-AMD-UK

 

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173819-AMD-UK has a Form Complexity Index of 66 out of 100, in the complex tier: 191 fillable fields across 12 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the purpose of the Corporate Investor Application and Agreement form?
This form is used by corporate entities, such as companies and charities, to apply for an investment account with SEI Investments (Europe) Limited. It allows businesses to invest in the SEI Global Master Fund and/or the SEI Strategic Funds.
Who is required to fill out this form?
This application is specifically for corporate investors. It is not intended for individual or personal investors.
What documents do I need to submit with my application?
You must provide certified copies of documents to verify your business name and trading address, as detailed in Sections 3 and 4. Examples include a Certificate of Incorporation, a recent utility bill, or a bank statement.
How do I submit the completed application form?
The original, signed form must be posted to the SEI T3K Operations Team in London. If paying by bank transfer, you can send a faxed or scanned copy first for faster processing, but the original must still be sent by post.
What are the deadlines for my investment to be traded on the same day?
For same-day trading, SEI must receive your cleared funds and completed form by 11:00 a.m. London time for Strategic Funds, or 12:30 p.m. London time for Global Mutual Funds.
How can I fund my investment account?
You can fund your account via a cheque made payable to SEI Investments (Europe) Ltd., or through a bank transfer using CHAPS, BACS, or Faster Payments. Bank details are provided on the first page of the application.
Why do I need to complete the Tax Compliance section?
The Tax Compliance section (Section 6) is required for SEI to comply with the US Foreign Account Tax Compliance Act (FATCA). You must provide your company's country of incorporation and tax residency to determine its US status.
How are my financial adviser's fees handled?
By signing the form, you authorize SEI to sell units from your account to cover the Ongoing Adviser Charges agreed upon with your adviser. These fees are detailed in Section 8 and are typically deducted quarterly.
Where on the form do I need to sign?
An authorized signatory for the corporate investor must sign on page 9. Your financial adviser must also sign their acknowledgement on the same page.
How will I receive trade confirmations and account statements?
Contract notes are issued the next business day and can be delivered by post, fax, or email as selected in Section 13. You will receive quarterly statements by post to your registered address.
Can I use an AI tool to help me fill out this form?
Yes, services like Instafill.ai use AI to help you complete forms like this one accurately and quickly. These tools can auto-fill your information, saving time and reducing the chance of errors.
How do I fill out this form online using Instafill.ai?
You can upload the PDF of the SEI Corporate Investor Application to the Instafill.ai platform. The service will make the form interactive, allowing you to type in your information, save your progress, and download the completed document for printing and signing.
What should I do if the PDF form I have is not fillable?
If your PDF is a flat, non-fillable file, you can use a service like Instafill.ai to convert it into an interactive form. This allows you to easily type your information into the correct fields before printing.
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