Get Application Form Pepperstone Super / Trust Account Pepperstone Financial Pty Ltd Level 3, 27 - 31

Filling out the Application Form for Pepperstone Super or Trust Account is an essential step for individuals seeking to establish a trading account with Pepperstone Financial Pty Ltd. This guide provides a clear, step-by-step approach to ensure that you complete the form accurately and efficiently.

Follow the steps to successfully complete your application form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin by filling in the Trust/Super Name and Trust/Super Type in the designated fields. Ensure that you specify the correct country of registration and the Trust/Super number.
3. Provide your main contact information including the position held, registered address, country, state, and postcode. Also, include your phone number, after-hours contact, and an email address (keeping in mind that a different email must be used if you are an existing client).
4. Select the account type you want to open, such as Razor Account or Standard Account. Specify the leverage and currency according to your trading preferences.
5. Indicate how you heard about Pepperstone and provide details if applicable, particularly if you were introduced by someone or are part of a trading group.
6. Choose a secret question and provide an answer. This is crucial for verifying your identity during communication with Pepperstone. Make sure all account holders know the question and answer.
7. If the trustee is a company, fill out the corporate details section, including the company name, type, and ABN/ACN. Include the registered company's address and contact information.
8. For each corporate director, provide title, name, date of birth, and registered address details. If more space is needed, attach a separate sheet.
9. If the trustee is an individual, complete the trustee details section in a similar manner as for corporate trustees, providing the necessary personal information for each individual trustee.
10. Fill in the beneficial owner or membership class details thoroughly, including names and addresses, ensuring compliance with the Australian Anti-Money Laundering law.
11. Review the declaration section carefully and have all trustees sign and date the application, confirming their understanding of the associated risks and the truthfulness of the information provided.
12. Gather the required identity documents based on whether the trustee is an individual or a company, ensuring that all required documents are certified as necessary.
13. Submit the completed application form along with the required documents via email, fax, or post as outlined in the submission instructions.

Complete your application form online to start your trading journey with Pepperstone today!