Managed Portfolio Application

Instructions & Checklist

Please read the following checklist before starting a Managed Portfolio Application. The application should take between 3-10 minutes to complete depending on your account type.

If you do not have some of the required documents or information handy we suggest submitting as much as you can and we will contact you for any further information.

Required Documents:

Individual
Certified copy of driver’s licence

SMSF / Trust with Company trustee
Certified Copy of Trust Deed (Cover, schedule and signatures pages only)
ASIC Online current company information search
Certified copy of driver’s licence for each director

SMSF / Trust with Individual trustees
Certified Copy of Trust Deed (Cover, schedule and signatures pages only)
Certified copy of driver’s licence for each individual

Company Account
ASIC Online current company information search
Certified copy of driver’s licence for each director

View Application Delete & Start Over

If you have an questions please contact client services on 1300 368 295.

Fields marked with a * are required

Investment Details - Step 1 of 4

Total Investment = $0.00