Wealth onboarding documentation

There are two options, paper or online:

  1. Paper Option - Application form (print application form after entering client information online)
  2. Online Option - Authorised signatory form

 

Documentation for specific account types

Companies – Certified trust deed and all amendments

Trusts – Certified trust deed and all amendments

Other documentation may be relevant

Direct Debit Request Form

SOA (for Managed Portfolios)

SI Certificate (for Wholesale Investors)

Power of Attorney Supporting Documents