Super Fund Trust Form

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APPLICATION FORM : SUPER FUND/TRUST

(ALL FIELDS ARE REQUIRED)

Please provide a Letter of Authority to open an account and represent the Trustee

YOUR DETAILS
TRUSTEE NAME ACN/ABN:
AS TRUSTEE FOR
  ARSN: AFSL:
  Australian Registered Scheme Number Australian Financial Services Licence
REGISTERED ADDRESS OF TRUSTEE
STATE POST CODE
PRINCIPAL PLACE OF BUSINESS OF TRUSTEE
STATE POST CODE
NATURE OF BUSINESS OF TRUSTEE
POSTAL ADDRESS
STATE POST CODE
EMAIL ADDRESS TELEPHONE
 
REGISTERED PERSONS FOR ACCESS
1) 2)
 
(Each Registered person is required to supply a valid driver's licence)
 
AUTHORISED CONTACT
(ALL CORRESPONDENCE WILL BE SENT TO THIS PERSON AT THE ABOVE POSTAL ADDRESS)
NAME
EMAIL TELEPHONE NUMBER
SAFE DEPOSIT BOX SIZE REQUIRED   SMALL MEDIUM LARGE EXTRA LARGE
(ALL SAFE DEPOSIT BOXES HAVE A WEIGHT CAPACITY OF 60KGS EACH)
 
GOLD CARD MEMBERSHIP  
(COMPLIMENTARY $20,000 INSURANCE, 4 REGISTERED PERSON, UNLIMITED ACCESS WITHIN BUSINESS HOURS)
 
INSURANCE
I WOULD LIKE TOTAL COVER OF   $
BILLING PERIOD
MONTHLY QUARTERLY SEMI ANNUALLY ANNUALLY
(ALL MONTHLY ACCOUNTS MUST BE BY WAY OF DIRECT DEBIT)****initial billing period is 12 months
 
BENEFICIAL OWNERS INFORMATION (REQUIRED INFORMATION * IF APPLICABLE)
(A BENEFICIAL OWNER IS AN INDIVIDUAL WHO OWNS THROUGH ONE OR MORE SHAREHOLDINGS GREATER THAN 25% OF THE ISSUED CAPITAL OF THE COMPANY)
NAME NAME
ADDRESS ADDRESS
 
NAME NAME
ADDRESS ADDRESS
 
 
 
Acknowledgement and Signature for and behalf of the Business to be signed at the time of registration.
 
I/we confirm that I/we are duly authorised on behalf of the named business to enter into this application.
 
   
AUTHORISED PERSON OF CONTACT
DATED:  
 
 
 
GUARDIAN VAULTS REPRESENTATIVE: DATE
 
 
 
Please enter the code shown below
  Guardian Vaults