Get Share Trading And Cash Account Application Form (advised Clients)

Filling out the Share Trading And Cash Account Application Form (Advised Clients) online can seem daunting, but with clear guidance, you can complete it efficiently. This guide will walk you through each section of the form, providing step-by-step instructions to ensure you submit a complete application.

Follow the steps to accurately complete the application form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Start with Section 1, which requires your adviser details. Include the adviser code, name, contact number, and email address. Ensure all information is current and accurate.
3. In Section 2, provide your personal details. This includes your names, date of birth, address, and contact information. Make sure to indicate your preferred contact number.
4. If applicable, continue to fill out Section 3 for company details. Here, provide the company name, Australian Company Number, and the names of directors or trustees.
5. In Section 4, outline any trust details if applicable. Specify the trust name and type, and include the trustee information.
6. Section 5 requires completion of settlement options. Provide details for a nominated bank account or third-party settlement provider as needed.
7. For those opting for a CBA Accelerator Cash Account, complete Section 6 by indicating if you need NetBank access and providing your initial deposit information.
8. In Section 7, complete any CHESS sponsorship requests, ensuring you include all necessary security details.
9. Proceed to Section 8 for the identification section; advisers will document verification details.
10. Complete Section 9 with your declaration and signature. All applicants must sign to validate the application.
11. Finally, review your details across all sections, save changes, download the form, and share or print it as needed.

Be sure to fill out your documents online for a seamless application process.