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HUB24 Invest Application Form

HUB24 Invest Application Form 2026

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4.2 out of 5

36 votes

The document is the application form for HUB24 Invest, issued by HUB24 Custodial Services Ltd. It outlines the process for individuals and entities to apply for investment in the HUB24 Invest service, including necessary disclosures, identity verification requirements, contribution methods, and important terms and conditions. The form emphasizes compliance with financial regulations and provides detailed instructions on completing various sections based on the applicant's type (individual, joint, trust, etc.). Additionally, it includes information about adviser fees and investment choices.

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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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Versions	Form popularity	Fillable & printable
2022	4.2 Satisfied (36 Votes)
2021	4.1 Satisfied (59 Votes)
2019	4.1 Satisfied (48 Votes)

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