Individual

An individual 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) and be sure to have completed the FATCA/CRS self certification form.

Registration Form Individual

  • CLIENT REGISTRATION FORM - INDIVIDUAL 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.
  • Your details

  • Politically Exposed Persons

    “Politically exposed person” means an individual who holds a prominent public position or function in a government body.
  • Contact and Communication

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

    I, the above named applicant: 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.
  • Individual Proof of ID (AML/CRS)

    Please upload proof of identification documents to fulfil the requirements of the Anti Money Laundering and Counter- Terrorism Financing Legislation (see below for links).
  • Drop files here or
    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.