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Online Application Form

1Account Details

2Individual Details

3Investment Details

4Declarations and Consent

Tax Type of Portfolio*
- Individual
- Joint
- Company
- SMSF
- Trust
- Foundation
Contact Details
Portfolio Name*
Account Holder/s*
Portfolio HIN*
Australian Business Number (ABN)

(if applicable)
Tax File Number (TFN)
Register for GST?
- Yes
- No
Banking Details
Primary Bank Account*
Address
Street Address Address Line 2 City State
Account Name*
BSB
A/C

Investment Adviser Details
Name*
Company*
Address
Street Address Address Line 2 City State
Tel*
Fax
Email*
Do you nominate your Investment Adviser as the primary contact for your portfolio?*
- Yes
- No
Do you authorise your Investment Adviser to access your financial statements online?*
- Yes
- No
Do you authorise us to deal with your Investment Adviser direct?*
- Yes
- No
Investment Administration Details
Please advise where you would like us to send the following investment documents:
Annual Report*
- Trustee
- Adviser
- Not Required
Meeting Proxy*
- Trustee
- Adviser
- Not Required
Investment Offers*
- Trustee
- Adviser
- Not Required
Dividend Reinvestment Plan
If you invest in listed securities or unit trusts they may offer you the option to have the dividends/distributions paid in cash, or reinvested.
Please advise us of your preference:*
- Receive in cash
- Re-invest

*
- I/we hereby declare that all of the above information is true and correct.
*
- I/we agree to provide all information provided by PortfolioGuardian to ensure the efficiency of ongoing reporting.
*
- I/we acknowledge we have read and will abide by the terms and conditions as set out in this client information pack.

We are totally independent of any Banks, Financial Planners and Investment Advisers, and can
therefore work on an impartial basis with your existing Adviser.

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Latest content revision: 04 April 2024