Joint Applicant

Two or more individuals 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, address the Proof of ID requirements, being sure to complete the FATCA/CRS self certification form for each investor.

Client Registration Form Joint Applicant

CLIENT REGISTRATION FORM - JOINT APPLICANT
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.
Individual 1 details
Applicant 1*
Given Name(s) Surname
Date of Birth*
Tax File Number or Exemption Code
Residential Address (PO Box is NOT acceptable)*
Street Address Address Line 2 City State / Province / Region Postcode Country
Telephone
Mobile
Email*
Enter Email Confirm Email
Individual 2 details
Applicant 2*
Given Name(s Surname
Date of Birth*
Tax File Number or Exemption Code
Residential Address (PO Box is NOT acceptable)*
Street Address Address Line 2 City State / Province / Region Postcode Country
Telephone
Mobile
Email*
Enter Email Confirm Email
Politically Exposed Persons
“Politically exposed person” means an individual who holds a prominent public position or function in a government body.
Are you a politically exposed person?
- Yes
- No
If "Yes" please provide details.
Contact and Communication
Contact Name
Given Name(s) Surname
Address (if different from Individual details)
Street Address Address Line 2 City State / Province / Region Postcode Country
Phone
Email*
Enter Email Confirm Email

Please note this email address will be used as the primary pint 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.
Applicant 1 Digital Authorisation
- I have read and agree to the above declaration
Applicant 1 Signature
Date
Applicant 2 Digital Authorisation
- I have read and agree to the above declaration
Applicant 2 Signature
Date
Individual Proof of ID (AML/CRS)
Please upload certified proof of identification documents for all Individuals named in this form to fulfil the requirements of the Anti Money Laundering and Counter- Terrorism Financing Legislation (see below for links).
Proof of ID - File Upload (Certified Copies)*
Drop files here or
We have completed the following sections and uploaded the supporting certified documents on this site.
- Proof of ID
- FATCA/CRS Self Certification Form
Further 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.

Register to Invest

Two or more individuals may register with Primary Securities to receive information on investment opportunities now – or in the future.

Client Registration Form Joint Applicant

CLIENT REGISTRATION FORM - JOINT APPLICANT

Quotation of TFN or ABN

Individual 1 details

Individual 2 details

Politically Exposed Persons

Contact and Communication

Declaration and Signature

Individual Proof of ID (AML/CRS)