Client Onboarding Question

To Scale Your SaaS

Welcome

Welcome to Creative Capital. It is our sincere hope to contribute to your growth and success. Please complete all the fields in this onboarding package to move the integration and payment processes forward as efficiently as possible. Once completed, we can move forward. If you have any questions regarding any field in this onboarding package, please contact admin@agncgroup.com

Introduction

Akiva is the Founder and Creative Director of Creative Capital. He leads a team of creatives, strategists and ad buyers who apply Creative solutions and deploy our Capital to help drive your success.

Aaron is Creative Capital’s lead Project Manager, responsible for keeping all parts of your campaign well-managed.

Sophia is your Account Manager at Creative Capital, and your primary point of contact. She manages the team that works behind the scenes for your success.

Business Information

COMPANY NAME (EXACTLY AS IN IRS PAPERWORK)

TAX ID (EXACTLY AS IN IRS PAPERWORK)

EIN NUMBER

CITY

EIN NUMBER

STATE

ZIP CODE / POSTAL CODE

PHONE NUMBER

COMMERCIAL / PRODUCT NAME

WEBSITE

NON-US BUSINESS (IF APPLICABLE) FORM W8 - (ATTACH FORM W8)

PHOTO ID OF THE OWNER

FRONT

BACK

Information of Legal Owner of the Company

LEGAL FIRST NAME

LEGAL LAST NAME

COMPANY ROLE

DOB:

SOCIAL SECURITY NUMBER ( 9 DIGITS.)

IF THE LEGAL OWNER IS A NON-US CITIZEN- ATTACH A GOVERNMENT ISSUED PHOTO ID- EXAMPLE – PASSPORT, DRIVERS LICENSE, ADHAR CARD)

ATTACH PHOTO ID FRONT

ATTACH PHOTO ID BACK

Contact Information of the Owner

CITY

STREET NUMBER & STREET NAME

CITY

STATE

ZIP CODE / POSTAL CODE

PHONE NUMBER

EMAIL ADDRESS

Customer Support

SAME AS BUSINESS ADDRESS

CITY

STREET NAME & STREET NUMBER

CITY

STATE

ZIP CODE / POSTAL CODE

PHONE NUMBER

EMAIL ID

Banking Information

NAME OF BANK

NAME ON THE ACCOUNT

ADDRESS OF BANK

ROUTING NUMBER

BANK ACCOUNT NUMBER

ABBREVIATED DESCRIPTION OF DEPOSITS TO SHOW ON BANK LISTINGS.

PayPal ID

PAYPAL ID

Designated Personnel responsible to review and approve Creative material

FIRST NAME

LAST NAME

EMAIL ID

Product Liability Insurance

CLIENT SHALL HAVE NAMED COMPANY AS WELL AS CH CAPITAL, LLC AS ADDITIONAL INSURED BENEFICIARIES UNDER CLIENT’S PRODUCT LIABILITY INSURANCE POLICY. ADDRESSES FOR COMPANIES ARE AS FOLLOWS:
OPTION TO DOWNLOAD TWO COPIES OF CERTIFICATES.

AGNC GROUP LLC 19266 COASTAL HWY, UNIT 4, #607 REHOBOTH BEACH, DELAWARE 19971 UNITED STATES OF AMERICA

CH CAPITAL LLC 411 HERMLEIGH ROAD SILVER SPRING, MD 20902 UNITED STATES OF AMERICA

To Scale Your SaaS

Welcome

Introduction

Business Information

Information of Legal Owner of the Company

Contact Information of the Owner

Customer Support

Banking Information

PayPal ID

Designated Personnel responsible to review and approve Creative material

Product Liability Insurance

CREATIVE CAPITAL FOR:

Let's Discuss your Video Needs

Stock, Text & Voiceover

Explainers & Ads

Experts & Presenters

Feature Films