• Initial Information Sheet

    Initial Information Sheet

    SMSF 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

  • Beneficial Owner 1

  • Date of Birth
     - -
  • Are you a foreign citizen or resident for tax purposes?
  • Format: (+00) 000 000 000.
  •  - -

  • Beneficial Owner 2

  • Date of Birth
     - -
  • Are you a foreign citizen or resident for tax purposes?
  • Format: (+00) 000 000 000.
  •  - -

  • Beneficial Owner 3

  • Date of Birth
     - -
  • Are you a foreign citizen or resident for tax purposes?
  • Format: (+00) 000 000 000.
  •  - -

  • Beneficial Owner 4

  • Date of Birth
     - -
  • Are you a foreign citizen or resident for tax purposes?
  • Format: (+00) 000 000 000.
  •  - -

  • Beneficial Owner 5

  • Date of Birth
     - -
  • Are you a foreign citizen or resident for tax purposes?
  • Format: (+00) 000 000 000.
  •  - -

  • Trustees

  • Is the Trustee of the Superfund an*

  • Individual Trustee 1 details:

  • Date of Birth
     - -
  • Are you a foreign citizen or resident for tax purposes?
  • Format: (+00) 000 000 000.
  •  - -

  • Individual Trustee 2 details:

  • Date of Birth
     - -
  • Are you a foreign citizen or resident for tax purposes?
  • Format: (+00) 000 000 000.
  •  - -

  • Individual Trustee 3 details:

  • Date of Birth
     - -
  • Are you a foreign citizen or resident for tax purposes?
  • Format: (+00) 000 000 000.
  •  - -

  • Individual Trustee 4 details:

  • Date of Birth
     - -
  • Are you a foreign citizen or resident for tax purposes?
  • Format: (+00) 000 000 000.
  •  - -

  • Company Details

  • Company Type

  • Approval to perform Company search on your behalf to verify Company details, Directors and Owners
  • Is your postal address the same as the registered address?

  • Company Officer Details

  • Company Officer 1 (Sole Director, Director or Secretary)

  • Date of Birth
     - -
  • Are you a foreign citizen or resident for tax purposes?
  • Format: (+00) 000 000 000.
  •  - -

  • Company Officer 2 (Director or Secretary)

  • Date of Birth
     - -
  • Are you a foreign citizen or resident for tax purposes?
  • Format: (+00) 000 000 000.
  •  - -

  • Company Officer 3 (Director or Secretary)

  • Date of Birth
     - -
  • Are you a foreign citizen or resident for tax purposes?
  • Format: (+00) 000 000 000.
  •  - -

  • Company Officer 4 (Director or Secretary)

  • Date of Birth
     - -
  • Are you a foreign citizen or resident for tax purposes?
  • Format: (+00) 000 000 000.
  •  - -

  • Chess Sponsorship

  • We reccommend setting up a new HIN number. Please set up a new HIN for my account

  • Macquarie Cash Management Account

    Direct Debit/Credit Authority to settle trades and credit dividends to
  • Do you have a Macquarie Cash Management Account?
  • If you answered no above, a Macquarie Cash Management Account will be established for you. Please indicate your preferences below:

  • Contact details for the Macquarie Cash Management Account

  • Format: (+00) 000 000 000.
  •  - -

  • Please refer to the Investor Signals Website to access our Privacy Policy

  • 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 to access our Privacy Policy

  • Should be Empty: