How do I apply online if there’s more than one applicant (Joint, Company, Trust, SMSF)?

At the start of the online application, you’ll be asked to confirm the type of account you wish to open. Once you’ve selected the correct account structure, we’ll ask you further details about:

  • The type of account you want
  • Your personal information
  • Information regarding the account structure
  • Basic details of additional applicants (name, email & mobile)

Additional applicants are emailed a secure link to log in to, so they can review and provide their personal information. Once all applicants have completed their sections of the application, it’s then processed by us. If we have further questions or need more information, we’ll generally contact you via phone to discuss your application further.

If you provide an incorrect name or email address for any additional applicants in the online application, we cannot change those details and you will be required to submit a new application.

 

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