Corporate/SMSF Account

Please complete the fields below accurately and to the best of your ability. Your responses will help us understand your personal and financial circumstances, investment objectives, risk tolerance, and experience. Based on this information, we can recommend suitable investment options. Please contact us if you have questions or need assistance.

Personal Information
Identity Verification
Application Complete

1) Account Details Fields marked with an asterisk (*) are mandatory. (Please refer to Application Note A)

* Full Name of Corporation

* Corporation Type

* Registration Number

* Registration Date

* Company Address

* City/Town

Postcode

* Telephone Number

* Email Address

* Number of Directors

* Number of Beneficial Owners

Director 1

* First Name(s)

* Last Name(s)

* Address

* City/Town

Postcode

* Country

* Nationality

* Country of Birth

* Place of Birth

* Date of Birth

* Mobile / Cell Number

Telephone (Home)

* Email Address (You will automatically be enrolled to receive e-Documents. Submitting email instructions will be possible only if you provide your email address. Email instructions will be accepted from one recorded email address only. By providing your email address you are consenting to operational email communications.)

Director 2

* First Name(s)

* Last Name(s)

* Address

* City/Town

Postcode

* Country

* Nationality

* Country of Birth

* Place of Birth

* Date of Birth

* Mobile / Cell Number

Telephone (Home)

Director 3

* First Name(s)

* Last Name(s)

* Address

* City/Town

Postcode

* Country

* Nationality

* Country of Birth

* Place of Birth

* Date of Birth

* Mobile / Cell Number

Telephone (Home)

Director 4

* First Name(s)

* Last Name(s)

* Address

* City/Town

Postcode

* Country

* Nationality

* Country of Birth

* Place of Birth

* Date of Birth

* Mobile / Cell Number

Telephone (Home)

Director 5

* First Name(s)

* Last Name(s)

* Address

* City/Town

Postcode

* Country

* Nationality

* Country of Birth

* Place of Birth

* Date of Birth

* Mobile / Cell Number

Telephone (Home)

2) Investment Details

I/We would like to invest in the following Term Deposit(s) of Up Funds

Product Name

Term (if Applicable)

Yield

Investment Amount

Product Name

Term (if Applicable)

Yield

Investment Amount

Product Name

Term (if Applicable)

Yield

Investment Amount

3) Bank Account Details

Please provide your bank account details below for any withdrawal payments. Payment will be made in your chosen settlement currency indicated below.
Payments for another party other than the Investor(s) are not permitted. If you wish to provide us with additional bank account details for your regular withdrawal plan or for payments in other currencies, please attach a separate list signed by all investors.

Account Name

Settlement Currency

Withdrawal frequency

Account Number/IBAN

BSB/BIC/SWIFT

Bank Name

Bank Address

4) Verification Details Fields marked with an asterisk (*) are mandatory. (Please refer to Application Note A)

Director 1

Passport Number

Passport Expiry Date

Male/Female

Date of Issue

Date of Expiry

Driver's License Number

Driver's License Issue Date

Driver's License Expiry Date

Driver's License State

Medicare Card Number

Medicare Valid To

Director 2

Passport Number

Passport Expiry Date

Male/Female

Date of Issue

Date of Expiry

Driver's License Number

Driver's License Issue Date

Driver's License Expiry Date

Driver's License State

Medicare Card Number

Medicare Valid To

Director 3

Passport Number

Passport Expiry Date

Male/Female

Date of Issue

Date of Expiry

Driver's License Number

Driver's License Issue Date

Driver's License Expiry Date

Driver's License State

Medicare Card Number

Medicare Valid To

Director 4

Passport Number

Passport Expiry Date

Male/Female

Date of Issue

Date of Expiry

Driver's License Number

Driver's License Issue Date

Driver's License Expiry Date

Driver's License State

Medicare Card Number

Medicare Valid To

Director 5

Passport Number

Passport Expiry Date

Male/Female

Date of Issue

Date of Expiry

Driver's License Number

Driver's License Issue Date

Driver's License Expiry Date

Driver's License State

Medicare Card Number

Medicare Valid To

Please keep me informed of news, product updates and offers by email, SMS, phone & other digital communications.

I consent to AMT Management using my personal information for the purposes set out in the privacy policy, including for identity verification purposes.

I have read and agree with the Terms and Conditions (click here to read Terms & Conditions).

3) Application Processing

Your application is now in the process of being verified. This verification process is a standard procedure that we undertake with all our clients. It is designed to ensure the accuracy of the information provided and to maintain the integrity and security of our services. We strive to complete this process as swiftly and efficiently as possible.

The time frame for the verification process can vary, typically ranging from 1 to 72 hours. This variation is due to several factors, such as the completeness and complexity of the information provided, and the need to adhere to regulatory and compliance standards. Rest assured, our team is dedicated to conducting this process diligently and thoroughly, without compromising on the quality or security of our services.

Should you have any queries or require assistance while your application is being processed, please do not hesitate to contact our customer service team. We have a dedicated team of professionals who are more than happy to assist you.