Get Aet My Portfolio

Filling out the AET My Portfolio online is a crucial step for anyone looking to establish a philanthropic account with the AET Foundation. This guide provides clear and detailed instructions to help you navigate the process effectively.

Follow the steps to complete your AET My Portfolio application.

1. Click ‘Get Form’ button to obtain the AET My Portfolio application form and open it in the editor.
2. Begin with Section 1, where you will need to provide information about the founding donor. Indicate whether the donor is an individual or an entity, and fill in their title, surname, given name(s), postal address, suburb, state, postal code, telephone, mobile, preferred email address, gender, and birth date.
3. Proceed to Section 2, where you must enter the initial donation amounts for each donor. Remember, the minimum initial donation required is $50,000.
4. In Section 3, enter the name of the account you want to establish. Be cautious not to include restricted terms such as ‘sub-fund’, ‘foundation’, ‘fund’, or ‘trust’.
5. Complete Section 4 regarding grant recommendations. You can nominate eligible charities to receive grants and specify your preferred method for making grants.
6. If applicable, use Section 5 to provide details about successors or advisory committee members who will carry out your granting wishes.
7. In Section 6, confirm your understanding that fees will be deducted from your account.
8. Finalise your application by completing Section 7. Review the acknowledgement statements and obtain signatures from the founding donors, along with the date.
9. If you have a financial adviser, Section 8 will need to be filled out by them, confirming the correctness of the provided client information.
10. Review your completed application to ensure accuracy, then submit it via your chosen method, whether by fax, email, or post.

Begin your philanthropic journey by filing your AET My Portfolio application online today.