Get Au Hub24 0537c 2022-2026

The AU HUB24 0537C is the application form for HUB24 Invest, designed to facilitate your investment process. This guide provides step-by-step instructions to ensure a smooth completion of the form online.

Follow the steps to complete the AU HUB24 0537C online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by selecting your preferred account type in Section 1. You may choose amongst options like individual, joint, or trust.
3. Proceed to Section 2, where you must select either the Core Menu or Choice Menu. Note that only one option can be selected.
4. In Section 3, fill in the personal details for each investor, ensuring that all fields are accurately completed, including Tax File Number and contact information.
5. If applicable, continue to Section 4 to provide details for companies, partnerships, or trusts. Specific fields pertaining to tax numbers and business details are required.
6. Complete Section 5 by designating a contact person who will receive correspondence. Ensure their contact details are correctly inputted.
7. In Section 6, outline the source of your contributions and specify the initial contribution amount, ensuring it meets the minimum requirement.
8. If you are opting for direct debit contributions, complete the respective fields in Section 6 with banking details.
9. Confirm your investment choices in Section 7, indicating to your adviser how you wish to invest.
10. Navigate to Section 15 to read and acknowledge the declarations, ensuring to sign the form where required.
11. Once the form is completed, you can save changes, download, print, or share the application as needed.

Complete your application online to begin your investment journey with HUB24.