Thank you for your post.
You will need to link the Applicant information to the Bank Accounts and Investments information. Once linked, on your Applicant information layout, you can place a portal into the Bank Accounts and Investments table and display the information.
You can create a list/report (Layout Mode -> Layouts menu) that is based upon the Bank Accounts and Investments table that is summarized by the Applicant, and the body contains tthe type code, bank, amount, etc.
Is there a reason why you have the Bank Accounts table and Investments table separate? If they need to be separate, then you can create an additional table that has a link into Applicant, Bank Accounts and Investments tables.
If you have difficulty setting this up, let me know where you are having difficulty and I'll try to help.