Form online 2026

1. Click ‘Get Form’ to open the Share Trading and Cash Account Application Form in our editor.
2. Begin by filling out Section 1, which requires your primary adviser details. Ensure you provide the adviser code, name, and contact information accurately.
3. Proceed to Section 2 for personal details. Here, you will need to enter your date of birth, gender, and residential address. Make sure the address is not a PO Box.
4. In Section 3, if applicable, provide company details including the Australian Company Number (ACN) and business activity. This section is crucial for corporate applicants.
5. Continue to Section 4 for trust details if you are applying as a trustee. Fill in the trust name and type accurately.
6. Finally, review all sections for completeness before submitting your application through our platform. Ensure all mandatory fields are filled out correctly.

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