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One Private Investment Application Form (SCMF)

This investment application form allows individuals, companies, super funds, or trusts to apply for an investment with interest rates ranging from 1-5% annually. The minimum investment is $1,000 with additional increments of $500. Interest is paid out monthly. Applicants must provide their name, contact details, banking information, and signature to complete the application.

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ksskarthi
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3K views1 page

One Private Investment Application Form (SCMF)

This investment application form allows individuals, companies, super funds, or trusts to apply for an investment with interest rates ranging from 1-5% annually. The minimum investment is $1,000 with additional increments of $500. Interest is paid out monthly. Applicants must provide their name, contact details, banking information, and signature to complete the application.

Uploaded by

ksskarthi
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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INVESTMENT APPLICATION FORM

INVESTMENT DETAILS INVESTMENT DETAILS

Investment Amount: $ , 0 0 Interest Rate: % per annum

*minimum investment: $1,000 (multiples of $500.00 thereafter)

Term of Investment: 1 year 2 years 3 years 4 years 5 years

Interest Payable: X Monthly (Note: this is the only payment option)

Resident of Australia: Yes No

INDIVIDUAL OR JOINT APPLICANTS GO TO 1 (all investors must sign the application form)

COMPANY / SUPER FUND / TRUST GO TO 2

1 NAME OF INVESTOR(S) INVESTOR DETAILS


Identify the investment structure
Investor 1:__________ __________________________________________ __________________________________________ by only completing sections 1 or 2
TITLE GIVEN NAME(S) SURNAME

Investor 2:__________ __________________________________________ __________________________________________


TITLE GIVEN NAME(S) SURNAME

2 COMPANY SUPER FUND TRUST

______________________________________________________________________________________________________________
NAME OF INVESTMENT

__________________________________________________ ___________________________________________________
ABN (australian business number) ACN (australian company number)

NAME OF TRUSTEE(S)

Trustee 1: __________ __________________________________________ __________________________________________


TITLE GIVEN NAME(S) SURNAME

Trustee 2: __________ __________________________________________ __________________________________________


TITLE GIVEN NAME(S) SURNAME

CONTACT DETAILS *Compulsory to complete PERSONAL DETAILS


Please specify all your contact details
_________________________________________________ _________________________________________________
PHONE (home) PHONE (work)

_________________________________________________ _________________________________________________
PHONE (mobile) PHONE (email)

____________________________________________________________________________________________________________
ADDRESS

_________________________________________________ _________________________________________________
SUBURB STATE AND POSTCODE

BANK ACCOUNT DETAILS *Compulsory to complete BANKING DETAILS


Please specify your banking details
for payment into your nominated
________________________________________________ ________________________________________________ account
NAME OF BANK BRANCH (where account was opened)

____________________________________________________________________________________________________________
ACCOUNT NAME

BSB NUMBER ACCOUNT NUMBER

SIGNATURE REQUIRED
All investors must sign the
application form

Signature of Investor 1 Signature of Investor 2

Date: _____ _____ / _____ _____ / _____ _____ _____ _____ _____ _____ / _____ _____ / _____ _____ _____ _____

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