Follow the steps to successfully complete the application form.

1. Use the ‘Get Form’ button to access the application form. This will allow you to open the form in the designated editor.
2. Begin by selecting your account type in Section 1. Options include individual, joint, trust, superannuation fund, company, and others. Ensure you make the correct selection as it determines the subsequent sections to fill out.
3. In Section 2, choose between the Core Menu and Choice Menu. Review your investment advisor's guidelines to select the appropriate menu for your investment strategy.
4. Complete Section 3 for all investor or trustee details. Fill out all required fields, including names, addresses, tax file numbers, and any additional information such as citizenship status.
5. If applicable, complete Section 4 for additional investors, companies, or trusts. Ensure you include all necessary details such as names, nature of the business, and tax file or business numbers.
6. In Section 5, provide contact person details. This individual will receive all account correspondence, so include accurate information including their email address and phone number.
7. Proceed to Section 6 to declare the source of your contributions and enter the required initial deposit amounts. Ensure you understand the payment options available.
8. If applicable, complete Section 7 to instruct your advisor on your investment choices. Ensure to maintain the minimum cash balance as required.
9. Sign and complete the declaration found in Section 14, affirming that all details provided are true and correct.
10. Finally, review the entire form for accuracy. Once satisfied, submit your application as instructed, either by mail or email, depending on your needs.

Complete the AU HUB24 0537C application form online today for a seamless investment process.