Get Client Detail Form

Filling out the Client Detail Form online can facilitate a smooth process for providing essential information regarding your investments. This guide aims to walk you through each section of the form, ensuring you understand what is required for a successful submission.

Follow the steps to effectively complete the form online.

1. Click the ‘Get Form’ button to obtain the form and open it in the online editor.
2. In the 'Investor/Transferee/s Details' section, enter the required details such as first names, surnames, company or trust name, if applicable, and the full names of any trustees or directors. Ensure you provide your postal address, state, and contact information including phone number, mobile number, email, tax file number, date of birth, and ABN number.
3. Move on to the 'Payment Instructions' section. Fill in the name of the financial institution, BSB, account name, and account number. This information is essential for directing your income payments.
4. In the 'Signing Authority' section, indicate whether either signatory can sign, or if both must sign for ongoing access to the investment. This is important for joint accounts or with multiple trustees.
5. Proceed to the 'Investor’s signature(s)' section. Ensure both signatures are provided where indicated. If signing under a Power of Attorney, remember to include a certified copy of the Power of Attorney document.
6. Finally, submit the form by your preferred method. If sending by post, direct it to ECG Administration at the provided address. Alternatively, you may submit it by email or fax, as outlined in the form.
7. After completing the form, be sure to save your changes. You may also choose to download, print, or share the form as required.

Complete your Client Detail Form online today to ensure your investment information is accurately recorded.