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- Click ‘Get Form’ to open the HUB24 Invest Application Form in our editor.
- Begin by selecting your account type in Section 1. Choose from options like Individual, Joint, Trust, or Company.
- In Section 2, select either the Core Menu or Choice Menu based on your investment preferences. Ensure you understand the implications of your choice.
- Complete Section 3 for Investor/Trustee details. Fill in all required fields including names, Tax File Numbers (TFNs), and addresses.
- If applicable, provide information in Section 4 regarding other investors or entities involved. Include necessary TFNs and ABNs.
- In Section 6, specify your source of contributions and initial deposit amount. Choose how you will fund your account (e.g., EFT, cheque).
- Review Sections 11 and 12 for adviser fees and authorizations before signing the declaration in Section 15.
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