Individual Client Application form

Initial Information Sheet

Individual Client Application & Macquarie Cash Management Account
Please Note: The following is a data collection form. Please complete the required details below and hit submit at the bottom of the page. Your data collection form will be emailed through to myself for review, if you’ve missed any required data I’ll call you to obtain the extra details. Otherwise, our back office will complete your account application forms and we will send a hard copy by post to you for your review and signature. Thank you for your interest and I look forward to working with you as an Investor Signals’ client.

Regards Leon Hinde
Mailing address you would like correspondence sent to for this account

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Individual 1
Name of Individual 1

TitleGiven NamesSurname
Any other name known by
Date of Birth

DayMonthYear
Country of birth
Country of citizenship or lawful permanent residency
Occupation
Mother’s Maiden Name
If Director, please specify the industry & nature of business
Are you a foreign citizen or resident for tax purposes?*

No - Enter TFN belowYes - Enter country of residence below
TFN
Country of residence
RESIDENTIAL ADDRESS DETAILS

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Email address *
(Where confirmation notes will be mailed)
Driver's License Number
Driver's License Expiry Date
Mobile Number*
Home or Business Number

Country CodeArea CodePhone Number
Individual 2
Name of Individual 2

TitleGiven NamesSurname
Any other name known by
Date of Birth

DayMonthYear
Country of birth
Country of Citizenship or lawful permanent residency
Occupation
Mother’s Maiden Name
If Director, please specify the industry & nature of business
Are you a foreign citizen or resident for tax purposes?

No - Enter TFN belowYes - Enter country of residence below
TFN
Country of residence
RESIDENTIAL ADDRESS DETAILS

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Email address *
(Where confirmation notes will be mailed)
Mobile Number*
Home or Business Number

Country CodeArea CodePhone Number
Chess Sponsorship
We reccommend setting up a new HIN number. Please set up a new HIN for my account

Yes, I agreeNo thanks, I will supply my HIN and transfer my share holdings to my new account
HIN Number
Macquarie Cash Management Account

Direct Debit/Credit Authority to settle trades and credit dividends to
Do you have a Macquarie Cash Management Account?

YesNo
Account Name
BSB
Account Number
If you answered no above, a Macquarie Cash Management Account will be established for you. Please indicate your preferences below:

Free online bank statementsPrinted statements sent to your nominated postal address at $2.50 per statementI require a cheque book to be sent to me
Postal address for bank statements

Street Address / P O Box

Address Line 2

CityState / Province

Postal / Zip CodeCountry
If you wish to print this form, click "Print Form" below before clicking "Submit"
OOPS! - IF YOU HAVE SUBMITTED THE FORM AND REALISE THAT YOU HAVE MADE A MISTAKE AND WANT TO GO BACK AND CHANGE SOMETHING, CLICK THE ARROW BACK BUTTON
Please refer to the Investor Signals' website for our Privacy Policy
Should be Empty:

Initial Information Sheet

Individual 1

Individual 2

Chess Sponsorship

Macquarie Cash Management Account