• Form - Setup Trust/Company

  • We have launched a new Service Request Form here:

    https://pci.jotform.com/form/260528293133455

    To request a Trust/Company setup, please select 'I would like to setup a New Entity (Company/Trust/Partnership)' from the primary goal dropdown menu.

  • WHAT ENTITIES ARE YOU SETTING UP?*
    • DIRECTORS - PLEASE ADD ALL DIRECTORS 
    • DATE OF BIRTH DIRECTOR 1*
       - -
    • DATE OF BIRTH DIRECTOR 2
       - -
    • DATE OF BIRTH DIRECTOR 3
       - -
    • SHAREHOLDERS - PLEASE ADD ALL SHAREHOLDERS 
    • BENEFICIARIES - PLEASE ADD ALL BENEFICIARIES - Confirmation of any primary beneficiaries you would like listed in the trust. (Normally exclude Children here, as they are automatically included as secondary beneficiaries).  
    • TRUST/COMPANY SETUP DETAILS 
    • TRUST/COMPANY ACTIVITY DETAILS 
    • PAYMENT DETAILS 
    • TOTAL COST INCLUDING CREDIT CARD SURCHARGE*

      prevnext( X )
      AUD
      Debit or Credit Card
    • Should be Empty: