Corporate Trustee

A Corporate Trustee may register with Primary Securities to receive information on investment opportunities now – or in the future.

Registering with Primary Securities now means that as soon as the right opportunity arises you need only complete a simple application form.

Complete and submit the form below (being sure to address the Proof of ID requirements for the Trustee, Trust and Beneficial Owners of the Trustee) and be sure to have completed the FATCA/CRS self certification form.

Trust /Superannuation Fund With Corporate Trustee Application

  • CLIENT REGISTRATION FORM - TRUST/SUPERANNUATION FUND WITH CORPORATE TRUSTEE APPLICATION

    This Client Registration Form is to be completed to enable Primary Securities Ltd to keep your Investment details on file and to be used should you wish to invest in future Product Disclosure Statements issued by Primary Securities Ltd.
  • Quotation of TFN or ABN

    Quotation of your Tax File Number (TFN) or Australian Business Number (ABN) is not compulsory and will not affect your registration. However, if you do not provide this information we will be required to deduct tax from your distributions at the highest marginal rate. If exempt, please supply supporting documentation.
  • Trustee Details

    If "other" please specify
  • (More fields may be added using the icon)
    Given Name(s)Surname 
    Add a new row
  • Beneficiary Details

    If the company is an ASIC registered proprietary company, not listed on an exchange and not regulated or a private company registered by a foreign registration body please provide details for each Beneficial Owner having more than 25% of the company’s issued share capital through direct or indirect shareholdings or those individuals who directly or indirectly control the company. If no such person can be identified please provide details of the most senior managing officials of the company.
  • Trust Details

  • Type of Trust

    Provide Beneficiary Details Below
  • Given Name(s)Surname 
    Add a new row
    (More fields may be added using the icon)
  • Politically Exposed Persons

    “Politically exposed person” means an individual who holds a prominent public position or function in a government body.
  • Are any of the beneficial owners detailed on this form a politically exposed person or organisation.
  • Contact and Communication

  • Please note this email address will be used as the primary point of contact for correspondence.
  • Declaration and Signature

    We the above named applicants: 1. declare that the details given in this Client Registration Form are true and correct. 2. declare that Primary Securities Ltd is authorised to maintain this information to be used for providing the applicant with information about future offers and invest in a particular product. If signed under power of attorney, the attorney encloses a certified copy of the power of attorney and declares that he/she has not received notice of revocation of that power.
  • Proof of ID Requirements (Corporate Trusts)

    Trustees must supply Proof of ID documentation for Company registration, Trust Deeds and Individuals.
  • A certificate of registration or incorporation issued by ASIC or the relevant foreign registration body showing name of company, name of registration body, company identification number and type of company or a recent ASIC search (Australian registered companies) or if regulated a record of regulated status via search of regulator’s register ie RSE licence from APRA or AFSL from ASIC Where details of beneficial owners are required please also provide verification documents as per “Individuals”.
  • Please ensure all documents are certified copies. (see list at Proof of ID page)
  • Trust Deed or extract of trust deed identifying the Trustee, settlor (unless settlor is deceased or settlor’s contribution was under $10,000), and beneficiaries and containing the signature page.
  • Individual Proof of ID (AML/CRS)

    Please upload proof of identification documents for all Beneficial Owners named in this form to fulfil the requirements of the Anti Money Laundering and Counter- Terrorism Financing Legislation (see below for links).
  • Drop files here or
    Further details on these sections can be accessed at the links below.

Be sure you have attached all required Proof of ID and completed a FATCA/CRS form to enable immediate processing.