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Get Smart Value Registration
How it works
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Open form follow the instructions
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Easily sign the form with your finger
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Send filled & signed form or save
How to fill out the Smart Value Registration online
The Smart Value Registration form is essential for establishing a non-discretionary account with financial products. This guide provides step-by-step instructions to help users complete the registration effectively, ensuring a smooth online experience.
Follow the steps to complete your registration effortlessly.
- Click ‘Get Form’ button to access the Smart Value Registration form and open it in an online editor.
- Provide applicant details. Fill in the full name of the primary applicant, ensuring to use black pen and capital letters.
- In the Account Designation section, enter the designation if applicable, such as a family account or trust name.
- Complete the applicant’s residential address. Ensure a physical address is provided, as a P.O. Box will not be accepted.
- If the postal address differs from the residential address, fill in the appropriate fields.
- Specify the contact details, including phone and email. For joint accounts, indicate the preferred contact names.
- List authorized persons for the account, if necessary, and collect their required verification.
- Choose the preferred method of receiving trade confirmations — mail, email, or facsimile.
- Indicate if you are an Australian resident for taxation purposes and provide your Tax File Number if applicable.
- Complete any additional sections, such as cash management account preferences or debit and credit authority.
- Review all entered information for accuracy, make any necessary corrections, and initial any changes.
- Finalize your submission by signing the document, ensuring all applicants sign as required.
- Once completed, save any changes made, and choose to download, print, or share the form as needed.
Start filling out your Smart Value Registration form online today for a streamlined account setup!
Opening a SmartValue ID is a simple step in starting your journey with us. After completing your Smart Value Registration, you will receive detailed instructions on how to create and access your SmartValue ID. This ID grants you entry to various features tailored to enhance your user experience.
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