Application Form for New Investment
Thank you for choosing to open an account with us. This application form is for direct investors. If you are a financial adviser acting on behalf of your client(s), please click
here
to access the adviser form.
To make this application as easy and quick as possible, you will need
this information
.
Account type
Please select the type of account you would like to open. *
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.
Association
An incorporated or unincorporated association.
Partnership
A partnership between two or more individuals who distribute income or losses.
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.
Submit your application *
Online
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