Application Form for New Investment
Thank you for choosing to open an account with us on behalf of your client(s).
Account type
Select your account type *
Individual
A natural person.
Joint
Two or more individuals.
Sole Trader
An individual operating a business and registered as a sole trader, where the individual is the sole owner that controls and manages the business.
Company
A company registered as an Australian proprietary company, an Australian public company, or a foreign company.
Trust or Superannuation Fund
A trust with individual trustees or a company trustee as laid out in the trust deed. Types of trusts include self-managed superannuation funds, family or discretionary trusts, registered trusts (such as managed investment schemes or government superannuation funds), charitable trusts, or any other trust.
Trustee type *
Individual Trustee(s)
A trust where one or more individuals are trustees of the trust.
Corporate Trustee
A trust where a company is the trustee of the trust.
Company Custodian
A company custodian investing on behalf of an underlying trust (such as a managed investment scheme, government superannuation fund, investor-directed portfolio service (IDPS), IDPS-like scheme, master trust, wrap account, managed discretionary account (MDA) service or other type of trust). The custodian is authorised to provide custodial or depository services under the Corporations Act.
Submit your application *
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