Individual Trustee

An Individual 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(s), and the Trust and be sure to have completed the FATCA/CRS self certification form.

Trust /Superannuation Fund With Individual Trustees

  • CLIENT REGISTRATION FORM TRUST/SUPERANNUATION FUND APPLICATION WITH INDIVIDUAL TRUSTEES

    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

  • Type of Trust

  • Details of Membership of Class/es (e.g. Family Members of Named Person, Unit Holders)
  • Given Name(s)Surname 
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  • 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 beneficiaries detailed on this form a politically exposed person?
  • 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 (Trusts)

    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 Individual Trustees 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 to complete your Proof of ID and FATCA/CRS forms to enable immediate processing.