NEED HELP ANZ SHARE INVESTING APPLICATION FORM INDIVIDUAL/JOINT/SOLE TRADER CALL MONDAY TO FRIDAY 8AM TO 8PM SYDNEY TIME INSTRUCTIONS
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- Marcus McKinney
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1 Client Services Phone or service@anzshareinvesting.com Website anzshareinvesting.com INSTRUCTIONS Welcome to ANZ Share Investing. Please use this form to open one of the following types of ANZ Share Investing Accounts: In your name, or In joint names As a Sole Trader NEED HELP CALL MONDAY TO FRIDAY 8AM TO 8PM SYDNEY TIME To ensure that your account is activated as quickly as possible, follow the steps outlined below. Once we ve received and approved your application, we ll send you an to confirm when your account is open and ready to trade. If you have any questions about this form please contact us on , Monday to Friday between 8am and 8pm Sydney time or us at service@anzshareinvesting.com STEP 1. VERIFY YOUR ID You have two options to verify your ID: OPTION A Visit an ANZ branch Visit any Australian ANZ branch and follow the steps below. Find your local ANZ Branch at anz.com OPTION B Send by post Have your ID certified by an approved certifier then complete steps 2 to 4 on pages 4 to 9. OPTION A Visit an ANZ branch Complete steps 2 and 3 on pages 4 to 8. Bring your original ID (as per the guidelines on page 2) and this form to any ANZ branch. Make sure that all signatories (people to sign) are together, at the same time: Sign together on page 9 at the branch, witnessed by the branch officer. That s it, within two business days we will send your confirmation via . OPTION B Send by post Provide proof of identity documents as per the guidelines on page 2. Have your proof of identity documents certified by an approved certifier as per the guidelines on page 3. Complete steps 2 to 4 on pages 4 to 9. Post your application form and certified identity documents to: ANZ Share Investing Reply Paid 1346 Royal Exchange NSW 1224 Page 1 of 9
2 OPTION B (continued) Proof of identity All signatories for this account must provide one (1) identity document from A below, or two (2) from B below. Note: Each identity document must contain name plus either date of birth residential address (except Medicare card). No Document type can be used more than once (e.g. foreign drivers licence). Documents must be current unless otherwise specified and may be Australian or foreign* except where otherwise specified. Photocopies must be clear and legible. A Primary Government issued photographic ID documents Australian state/territory photographic driver s licence or learner s permit; Australian passport (current or has expired within the past two years); Foreign passport; Australian state/territory Government issued proof of age card; Government issued National Identification card; Australian firearms/shooting licence; Australian explosives licence; or Australian waterways/boat licence. B Secondary ID documents Government issued birth certificate, birth card, birth extract; Citizenship certificate; Foreign driver s licence; Australian Centrelink pension card including: Health and Veterans Affairs card; DHS or DVA Pensioner Concession cards (excluding interim cards); Notice issued by the Australian Tax Office (ATO) within preceding 12 months recording debt payable/refund due by/to the person at the stated address; Notice issued within the last 12 months by an Australian approved aged care facility detailing the resident s name and residential address; Notice issued within last 12 months by Australian Commonwealth, State or Territory, recording provision of financial benefits to person at the stated address; Letter issued by the Australian Electoral Commission within the last three months, confirming name and residential address; Australian Medicare card; or Australian ImmiCards: Evidence of Immigration Status (EIS) ImmiCard; Permanent Resident Evidence (PRE) ImmiCard; and Residence Determination ImmiCard (RDI). * Please Note: If the identification document is written in a language other than English, the customer must provide a translation into English by a translator who is accredited by the National Accreditation Authority for Translators and Interpreters. Page 2 of 9
3 OPTION B (continued) Certify your ID Below is a list of persons authorised to certify copies of documentation under the anti-money laundering legislation ( Approved Certifier ). Unless specified, an approved certifier must be either an Australian citizen or permanent resident of Australia. Please note: An original certified copy of the identity documents referred to on page 2 must be provided and certification must have taken place within three months of submitting this application. A person who is enrolled on the roll of the Supreme Court of a State or Territory, or the High Court of Australia, as a legal practitioner; Judge of a court; Magistrate; Chief executive officer of a Commonwealth court; Registrar or deputy registrar of a court; Justice of the Peace; Notary Public; Police Officer; Agent of the Australian Postal Corporation who is in charge of an office supplying postal services to the public; Permanent employee of the Australian Postal Corporation with two or more years of continuous service who is employed in an office supplying postal services to the public; Australian consular officer or an Australian diplomatic officer (within the meaning of the Consular Fees Act 1955); Officer with two or more continuous years service with one or more Australian financial institutions (for the purposes of the Statutory Declaration Regulations 1993) or overseas financial institutions with which ANZ has an existing correspondent banking relationship; Officer with, or authorised representative of, a holder of an Australian financial services licence, having two or more continuous years of service with one or more licensees; Member of the Institute of Chartered Accountants in Australia, CPA Australia or the National Institute of Accountants; or Pharmacist. IMPTANT For the certifier We recommend you certify in the following manner: Example I certify that this is a true copy of the original John Smith 01/01/2017 Signature Date John Smith Full name of certifier Chartered Accountant Title/authority to certify CPA#12345 Professional membership number (if applicable) (02) Phone number of certifier Remember: Certification MUST appear on the same side as image. Sticker certifications will not be accepted. The certifier must include their title/authority to certify. For multiple page documents: The first page of the document must be certified as follows: I certify this and the following <xx> pages are a true copy of the original sighted by me. The certifier should then sign or initial each page of the copy and number as Page 1 of <xx> etc All pages of the certified document are certified as individual pages. Page 3 of 9
4 STEP 2. APPLICANT DETAILS Individual/Joint Applicant 1 Please note: All fields are mandatory. Your account will not be processed if you do not complete all the mandatory fields. Title Mr Mrs Ms Miss Other Gender Male Female Surname Given names Date of Birth (dd/mm/yyyy) Occupation Citizenship Primary (e.g. Australian) Secondary (if applicable) Tax Residency Details (Please note, US Citizens are considered to be Tax Residents of the US) I am only Tax Resident in Australia I have included below all countries in which I am Tax Resident (other than Australia) Country of Tax Residence (Do not include country of Australia) Taxpayer Identification Number (TIN) (or country equivalent) Reason Code (if TIN not provided) Explanation (if Reason Code is Z) Reason codes: A TIN Not Issued (The Country does not issue TINs) B TIN Not Required (The Country does not require collection of a TIN) C TIN Applied For (I have applied for a TIN and will inform you upon receipt) Z TIN Unobtainable (I am unable to obtain a TIN) Please provide explanation. Residential (P.O. Box addresses cannot be accepted.) Postal Same as above Contact numbers Work Mobile Home Fax Optional Tax File Number If you do not provide your tax file number, any applicable taxation will be charged at the highest rate. or Exemption code If this is a JOINT account proceed to the next page Joint Applicant 2 If this is an INDIVIDUAL Account proceed to STEP 3. Page 4 of 9
5 STEP 2. APPLICANT DETAILS (continued) Joint Applicant 2 Please note: All fields are mandatory. Your account will not be processed if you do not complete all the mandatory fields. Title Mr Mrs Ms Miss Other Gender Male Female Surname Given names Date of Birth (dd/mm/yyyy) Occupation Citizenship Primary (e.g. Australian) Secondary (if applicable) Tax Residency Details (Please note, US Citizens are considered to be Tax Residents of the US) I am only Tax Resident in Australia I have included below all countries in which I am Tax Resident (other than Australia) Country of Tax Residence (Do not include country of Australia) Taxpayer Identification Number (TIN) (or country equivalent) Reason Code (if TIN not provided) Explanation (if Reason Code is Z) Reason codes: A TIN Not Issued (The Country does not issue TINs) B TIN Not Required (The Country does not require collection of a TIN) C TIN Applied For (I have applied for a TIN and will inform you upon receipt) Z TIN Unobtainable (I am unable to obtain a TIN) Please provide explanation. Residential (P.O. Box addresses cannot be accepted.) Postal Same as above Contact numbers Work Mobile Home Fax Optional Tax File Number If you do not provide your tax file number, any applicable taxation will be charged at the highest rate. or Exemption code If there are three account holders, proceed to the next page Joint Applicant 3. If there are only two account holders, proceed to STEP 3. Page 5 of 9
6 STEP 2. APPLICANT DETAILS (continued) Joint Applicant 3 Please be aware that: The 3rd account holder will not be issued with login details and will not be able to log in to the ANZ Share Investing website. The third account holder will only be able to access account information or place trades via our Client Services team. Title Mr Mrs Ms Miss Other Gender Male Female Surname Given names Date of Birth (dd/mm/yyyy) Occupation Citizenship Primary (e.g. Australian) Secondary (if applicable) Tax Residency Details (Please note, US Citizens are considered to be Tax Residents of the US) I am only Tax Resident in Australia I have included below all countries in which I am Tax Resident (other than Australia) Country of Tax Residence (Do not include country of Australia) Taxpayer Identification Number (TIN) (or country equivalent) Reason Code (if TIN not provided) Explanation (if Reason Code is Z) Reason codes: A TIN Not Issued (The Country does not issue TINs) B TIN Not Required (The Country does not require collection of a TIN) C TIN Applied For (I have applied for a TIN and will inform you upon receipt) Z TIN Unobtainable (I am unable to obtain a TIN) Please provide explanation. Residential (P.O. Box addresses cannot be accepted.) Postal Same as above Contact numbers Work Mobile Home Fax Optional Tax File Number If you do not provide your tax file number, any applicable taxation will be charged at the highest rate. or Exemption code Page 6 of 9
7 STEP 3. ACCOUNT FEATURES CHESS Registered Account Name CHESS Sponsorship is a free service provided by the ASX to electronically register share holdings. The name you nominate here will be your CHESS Registered Name. If you are transferring Issuer Sponsored or Broker Sponsored securities the Registered Account Name must be EXACTLY the same as the name on your last Holding statement. Account Name(s) Share Transfer Details (Optional) If you are transferring securities to your ANZ Share Investing account, you will need to download and complete the relevant CHESS Sponsorship Transfer form. For broker sponsored securities Broker to Broker Transfer form and a copy of a recent Broker Sponsored Statement. For issuer sponsored securities Issuer Sponsorship Conversion form and a copy of a recent Issuer Sponsored Statement for each security to be transferred. To download these CHESS Sponsorship Transfer forms you will need to log into our website and go to My Accounts and click Forms & Applications. Your log on details will be issued to you once we have opened your account. Alternatively, please contact our Client Services team to have these forms ed to you. Cash Account and Linked Bank Account When you open an ANZ Share Investing account, we also open an ANZ Cash Investment Account to facilitate settlement of your trades. Please nominate an external Financial Institution Account to which funds will be transferred when you request a withdrawal from your ANZ Cash Investment Account. This account must be in the name of, or include the name of, the CHESS Registered Account Name provided above. Name of Australian or New Zealand Financial Institution Account Holder Name BSB Number (Contact your Financial Institution for your Bank State Branch number) Account Number (Maximum of nine digits. Credit card numbers cannot be accepted) If you are an ANZ customer and currently use ANZ Internet or Phone Banking, you can link your new ANZ Cash Investment Account to your existing account/s by entering your Customer Registration number (CRN*) below. CRN * If you do not have a CRN, please contact to set one up, once you have received the ANZ Cash Investment Account details included in your welcome . Auto Dividend Crediting We can instruct the share registries (on your behalf) to direct deposit dividend payments into your ANZ Cash Investment Account. This applies to CHESS sponsored holdings only. Please note that not all companies support direct crediting of dividends into a bank account. If you hold shares in one of these companies you may still receive a dividend cheque sent to your registered address. I authorise ANZ Share Investing to pass my Bank Account details to the registry for the purposes of having dividends for applicable CHESS sponsored holdings paid into my ANZ Cash Investment Account. I do not want to use this service. Contract Notes Please choose the method you would like to receive your Contract Notes. You may choose more than one format. Contract Notes free of charge. Note, all customers receive ed contract notes. Mail Contract Notes to my registered address. A fee of $2.20 (inc GST) will be added to the standard brokerage. Send an SMS message to my mobile phone with Contract Notes details. A fee of $0.33 (inc GST) will be added to the standard brokerage. Page 7 of 9
8 STEP 3. ACCOUNT FEATURES (continued) Phone Password A phone password is required whenever you call ANZ Share Investing to discuss your account. Please select a password that you are sure to remember and a maximum of 10 characters. Phone Password Existing ANZ Share Investing customer (optional) If you are already an ANZ Share Investing customer and would like your new account linked to your existing account, please provide us with your User ID. User ID Qantas Frequent Flyer member (Optional) Provide us with your Qantas Frequent Flyer number and you can earn points as you trade with ANZ Share Investing. The Qantas Frequent Flyer number should be under the same surname as the account holder. For joint account holders you may provide another Qantas Frequent Flyer number. Qantas Frequent Flyer number Account holder 1: Qantas Frequent Flyer number Account holder 2: Opt in to receive marketing communications Yes, I am happy for ANZ Share Investing Australia to contact me in the future about new products, services, offers or competitions via mail, , phone and/or SMS. I understand that I can change this preference at any time online. No, I do not want to opt in. Where did you hear about ANZ Share Investing? Sole Trader Details (Only complete this section if you are a Sole Trader) ABN Full Business Name Nature of Business Principal Place of Business (if any) Page 8 of 9
9 STEP 4. DECLARATION/AUTHITY All applicants must sign this application. I/We have read and agree to be bound by the Trading Terms and Conditions (including the CHESS Sponsorship agreement and Best Execution Policy). I/We have been provided with a copy of the Financial Services Guide. I/We certify that the information provided in this form is accurate and current. I/We will notify ANZ Share Investing within 30 days of any change to the Tax Residency Details provided in this form. Account Holder 1 Signature Date Full Name Account Holder 2 Signature Date Full Name Account Holder 3 Signature Date Full Name F BRANCH USE ONLY Please verify the client s identity and complete an iknow record. Fax completed application form to and send original form via internal mail to ANZ Share Investing, Account Initiations Dept, Level 7, 347 Kent Street, Sydney. Customer number BSB The following must be completed: Original application form sighted; Signature(s) verified; and All customers KYC status in iknow/cap is verification status VERIFIED and KYC status COMPLETE. F OFFICE USE ONLY Link User ID Campaign code/account ID Share Investing Limited ABN AFSL No , an ASX and Chi-X Australia Market Participant, is the provider of the ANZ Share Investing service. Share Investing Limited is a subsidiary of Australia and New Zealand Banking Group Limited ABN (ANZ) but is not an authorised deposit-taking institution under the Banking Act. When you become a customer of Share Investing Limited, it will open an ANZ Cash Investment Account (Cash Account) on your behalf. ANZ is the issuer of the Cash Account. Apart from any deposits in the Cash Account, the obligations of Share Investing Limited do not represent deposits or other liabilities of ANZ. ANZ does not guarantee the obligations of Share Investing Limited. Page 9 of _E0227/0617
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