Get Application For A Partnership Share Account - The Share Centre

Completing the Application For A Partnership Share Account - The Share Centre is an important step for partnerships looking to manage their investments effectively. This guide provides clear instructions on how to fill out the application form online, ensuring that you understand each component without confusion.

Follow the steps to complete your application easily.

1. Click ‘Get Form’ button to access the application form and open it in your editor.
2. In Section 1, enter the partnership details, including the registered number, name, and addresses (both registered and mailing). Also, provide the purpose and nature of the business.
3. Create a memorable word for added security, ensuring it contains at least 8 characters, and indicate whether you wish to access your account online by ticking the provided box. Make sure to include a valid email address.
4. In Section 2, all partners must sign the declaration, confirming that the information provided is accurate. Each partner also needs to agree to the Terms of Business and provide additional identification as specified.
5. In Section 3, choose the standard or trader option for your dealing tariff. Specify how you wish to handle withdrawals, including providing bank details for the partnership's account.
6. In Section 4, indicate how you plan to fund the account by checking the applicable boxes and providing a cheque from the partnership's account if needed. Include any initial purchase instructions if you wish to make investments immediately.
7. In Section 5, ensure all authorized signatories print and sign their names. Complete a Personal Details form for each signatory, remembering that a minimum of two signatories is required.
8. After filling out the application fully, save the changes. You can download, print, or share the completed form as needed.

Complete your application online today to secure your partnership's share account.