Get Accelerator Cash Account And Term Deposit Application Form

Filling out the Accelerator Cash Account and Term Deposit Application Form online can simplify the application process for new accounts. This guide provides step-by-step instructions to help users complete the form efficiently and correctly.

Follow the steps to submit your application form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by indicating the type of account you are applying for: Individual, Joint, SMSF/Trust, or Other. Carefully choose the product you wish to apply for, such as the Accelerator Cash Account or Term Deposit.
3. In Section 1, provide your primary adviser details, including the adviser code and contact information. Ensure all mandatory fields are filled out accurately.
4. Proceed to Section 2, where you will input personal details for all applicants. Specify your date of birth, gender, residential address, and identification options. Make sure to provide details consistently across all sections.
5. If applicable, navigate to Section 3 for company details. Include the company's registered name, Australian Company Number, and business contact details. Ensure compliance with any additional requirements for company applications.
6. In Section 4, enter trust details if the account is for a trust. Specify the trust type, name, and related contact information, ensuring all fields are filled correctly.
7. For Sections 5a and 5b, provide details related to the Accelerator Cash Account and Term Deposit specifics. This includes funding options, investment amounts, and preferences for statements and notices.
8. Section 6 allows applicants to grant adviser authority for account operation. Carefully review and provide the necessary consent to your adviser.
9. In Section 7, if required, your adviser will complete the identification section based on verification conducted.
10. Conclude with Section 8, where all applicants must sign and date the declaration. Ensure that all details are accurate and complete.
11. Upon completion of the form, save any changes made. You can then download, print, or share the final document as necessary.

Complete your Accelerator Cash Account and Term Deposit Application Form online today!