Investment Account Application
"
*
" indicates required fields
Select an account
*
Individual investment account
Joint investment account
Corporate investment account
Are you an existing CFS customer?
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Yes
No
CFS Customer no.
Personal Details
APPLICANT 1
Title
*
Mr
Mrs
Ms
Dr
Master
Miss
First Name
*
Middle Name
Surname
*
Date of birth
*
DD slash MM slash YYYY
Gender
*
Male
Female
Country/Territory of birth
*
Nationality
*
Do you have multiple nationalities?
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Yes
No
Nationality 2
Nationality 3
Current residential address (cannot be a PO Box)
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Postcode
*
Country/Territory
*
At this address since
*
MM slash DD slash YYYY
Permanent residential address (cannot be a PO Box)
complete only if different to your current residential address
Postcode
Country/Territory
At this address since
MM slash DD slash YYYY
Previous address (cannot be a PO Box)
Complete if less than 3 years at your current/ permanent residential address
Postcode
Country/Territory
Time at previous address Years and Months
Personal Details
APPLICANT 1
Home phone number
*
Mobile phone number
*
Email address
*
Job title
*
Employment status
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Full-time
Part-time
Self employed
Contractor
Casual
Home duties
Retired
Student
Not employed
Retired
Do you hold an Australian government concession card?
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(e.g. a Commonwealth Seniors Card, Health Care Card or a Pensioner Concession Card)
Yes
No
Employer’s name/Business name
Employment type
Employee
Business owner
Sole trader
*Key controller
*A Key controller is a person who exercises control over a company/entity
Nature of business
if self-employed or a business owner
Employer's address (cannot be a PO Box)
Postcode
Country/Territory
Gross annual income
*
Additional Account Servicing Information
APPLICANT 1
To ensure we are complying with Anti-Money Laundering and Counter-Terrorist Financing Laws and CFS policy, we need to confirm the following.
Purpose of opening an Investment Account with CFS Investment Bank
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If you are a non-resident, please state your rationale for opening the account(s). Note: One word answers are not acceptable.
Original source of funds being used to open this account
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Salary
*Savings/Investments
*Inheritance
Investment income
Student allowance
Government benefits
Pension
Superannuation payments
Other
If other please specify
Primary source of income (select one)
*
Salary credits
Superannuation payments
Centrelink payments
Investment income
Student allowances
Dependent on family member
Personal Details
APPLICANT 2 (If applicable)
Title
Mr
Mrs
Ms
Dr
Master
Miss
First Name
Middle Name
Surname
Date of birth
DD slash MM slash YYYY
Gender
Male
Female
Country/Territory of birth
Nationality
Do you have multiple nationalities?
Yes
No
Nationality 2
Nationality 3
Current residential address (cannot be a PO Box)
Postcode
Country/Territory
At this address since
MM slash DD slash YYYY
Permanent residential address (cannot be a PO Box)
complete only if different to your current residential address
Postcode
Country/Territory
At this address since
MM slash DD slash YYYY
Previous address (cannot be a PO Box)
Complete if less than 3 years at your current/ permanent residential address
Postcode
Country/Territory
Time at previous address Years and Months
Personal Details
APPLICANT 2 (If applicable)
Home phone number
Mobile phone number
Email address
Job title
Employment status
Full-time
Part-time
Self employed
Contractor
Casual
Home duties
Retired
Student
Not employed
Retired
Do you hold an Australian government concession card?
(e.g. a Commonwealth Seniors Card, Health Care Card or a Pensioner Concession Card)
Yes
No
Employer’s name/Business name
Employment type
Employee
Business owner
Sole trader
*Key controller
*A Key controller is a person who exercises control over a company/entity
Nature of business1
if self-employed or a business owner
Employer's address (cannot be a PO Box)
Postcode
Country/Territory
Gross annual income
Additional Account Servicing Information
APPLICANT 2 (If applicable)
To ensure we are complying with Anti-Money Laundering and Counter-Terrorist Financing Laws and CFS policy, we need to confirm the following.
Purpose of opening an Investment Account with CFS Investment Bank
If you are a non-resident, please state your rationale for opening the account(s). Note: One word answers are not acceptable.
Original source of funds being used to open this account
Salary
*Savings/Investments
*Inheritance
Investment income
Student allowance
Government benefits
Pension
Superannuation payments
Other
If other please specify
Primary source of income (select one)
Salary credits
Superannuation payments
Centrelink payments
Investment income
Student allowances
Dependent on family member
Investment Details
Investment Amount
*
Term
*
Fixed Rate Bond
Fixed Term Deposit
Principal instructions at maturity †
You should advise us of your instructionsfor dealing with your term deposit before its maturity date. If you do not, we will renew the deposit for the same term at the applicable interest rate on the date of maturity.
Principal instructions at maturity
*
Re-invest for the same term^
Re-invest for new term^
Credit my bank account
Re-invest for new term (Month(s) and Year(s)
BSB
Credit my bank account BSB Account number
Interest payment instructions †
*
Re-invest at maturity^
Credit my bank account
BSB
Credit my bank account BSB Account number
^ If you choose to automatically renew your investment on the maturity date, you may receive a lower interest rate on the renewed investment than the interest rate quoted here. Please refer to cfs.com.au for standard interest rates.
* Fees and charges apply. Refer to the Personal Banking Booklet.
Type of access required
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Phone Banking access
Online Banking access
ACKNOWLEDGMENT
I acknowledge that the investment amount deposit rate is fixed and guaranteed not to change. The money deposited is secured under the Financial Claims Scheme (FCS), providing protection of up to $250,000 per account-holder per authorised deposit-taking institution (ADI) in case of ADI failure. I agree that:
the information in thisform, any information on us or any account may be provided to tax authoritiesin Australia, and overseas if I’m a tax resident in another country;
if I’ve given CFS information about anyone else then I’ll tell that person within 30 days of me signing this form that this information may be provided by CFS to tax authorities in Australia or overseas if that person’s a tax resident in another country; and
I’ll tell CFS within 30 days of any changes to my situation which affects my tax residency or the tax residency of anyone connected to this account or causes something I’ve told CFS to be incorrect, and I’ll give CFS a declaration of this new information within 90 days of that change.
This application form is not for distribution outside of Australia, and should not be interpreted as being an invitation or inducement for CFS’s products or services outside of Australia.
I/We are*
Members of the CFS would like to contact you with various product offers and promotions. This can happen via mail, telephone, e-mail, SMS or other electronic ways. If you don’t want us to do this, you can tell us by calling or write to us at Marketing Department, CFS..
GENERAL ADVICE WARNING
Any advice we’ve given you has been prepared without taking into account your objectives, financial situation or needs. You should consider the appropriateness of the advice having regard to your objectives, financial situation and needs. You should consider the PDS and any other product information referred to in the PDS before making any decision to take out a product with us.
Verification
As part of our standard application process, we require a valid government-issued photo ID to verify your identity and a document confirming your address.
Applicant 1 - Upload Passport or Drivers Licence
*
Max. file size: 10 MB.
Applicant 1 - Upload Utility Bill
*
Max. file size: 10 MB.
Proof Of Address (Dated within 3 months)*
Applicant 2 (if applicable) - Upload Passport or Drivers Licence
Max. file size: 10 MB.
Applicant 2 (if applicable) - Upload Utility Bill
Max. file size: 10 MB.
Proof Of Address (Dated within 3 months)*
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