Investor Signals Broking Account

Initial Information Sheet

Investor Signals Broking 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
Investor Details
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 (As per your ID)

TitleGiven NamesMiddle NameSurname
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
Drivers License Number
Drivers License Expiry
Individual 2
Name of Individual 2 (As per your ID)

TitleGiven NamesMiddle NameSurname
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
Drivers License Number
Drivers License Expiry
SMSF, Trust or Company

If the Account is in the name of an SMSF, Trust or Company, then please provide details below
Entity Name
ABN
If Applicable
TFN
Inception Date
Corporate Trustee Details
If the entity has a Corporate Trustee, then provide details here of the name, ABN, TFN, Inception Date and beneficiaries.
Source of Investment Funds
Please select all options applicable for the source of funds you are investing in the Fund.

Salary/WagesBusiness income, earnings or profitsInvestment income/earnings/saleInheritance/giftOther
The following questions are estimates, do not need to be proven, but are required to determine the types of asset classes allowed for trading on your account.
Approximate Net Asset Value
NAV of the Entity Applying. (Not the amount you will invest)
Liquid Net Asset Value
What amount of your NAV would be consiered Liquid? (Able to be converted to cash within a few weeks)
Yearly Income for Entity
Approximate new income for the entity, each year.
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Initial Information Sheet

Investor Details

Individual 1

Individual 2

SMSF, Trust or Company

Source of Investment Funds