Invera TRUST FORM FINAL

Trust Application
Welcome to the Wealth Gen Investor account application. If you have any questions along the way, please don't hesitate to contact us at info@wealthgeninvestor.com.

You can return to your application at any point before it has been submitted.

Please ensure that you fully complete this application and supply all the required documents (If not provided already) as we will be unable to process your account with incomplete details.
What you will need to complete this application:

- A Copy of your Trust Deed

- ABN or TFN for the Trust

- ID for all Directors/Trustees/Beneficiaries of the Trust

- Individual Tax File Numbers for all Directors/ Trustees/Beneficiaries of the Trust

- Employment Details for all Directors/Trustees/Beneficiaries of the Trust
- The primary account holder must be a Director/Member or Trustee of the SMSF. The primary account holder's name will also appear when you log into your investment portal.
- Who will be the primary contact for this account?*
  
  First NameLast Name
- Primary Contact Email*
  example@example.com
- Primary Contact Phone Number *
  Please enter a valid phone number.Format: (000) 000-0000.
- Date of Birth*
  
  MonthDayYear
- Before your account can be finalised, you will need to ensure that you read, understand and accept the terms and conditions that will apply:
  
  By clicking next you have conscented and acknwldge that you have been provided with a copy of our Financial Service Guide & Terms and Conditions. You also acknowledge that you understand and agree to our FSG & T&C's.
  
  Download FSG here:
  
  SIGN BELOW TO ACKNOWLEDGE ABOVE:
- Signature of Primary Account Holder
- What is the ABN or TFN of your Trust?*
- Is your Trust:*
  
  A Corporate TrustIndividual Trust
- All documents below are required and must be CERTIFIED:
  
  Company Statement or ASIC extract (if Trust is less than 12 months you will NOT have a Company Statment)
  
  We will also require the following which can be taken from the Trust Deed:
  - Cover Page
  - Schedule page
  - Execution/ signature pages
  - Table of Contents Page
  Please see below for examples of a Company Statment & ASIC Extract:
- Company Statement + ASIC Extract
  
  Example
- Please upload ASIC Extract or Company Statement: If your SMSF is less than 12 months old it will not have an Company Statement: PLEASE MAKE SURE THEY ARE CERTIFIED *
  
  Cancelof
- Please upload the Following Pages from your SMSF : PLEASE MAKE SURE THEY ARE CERTIFIED Trust Deed: Cover Page Schedule page Execution/ signature pages. Table of Contents page*
  
  Cancelof
- All documents below are required:
  - Cover Page
  - Schedule page
  - Execution/ signature pages
  - Table of Contents Page
- Please upload the Following Pages from your SMSF Trust Deed: Cover Page Schedule page Execution/ signature pages. Table of contents page*
  
  Cancelof
- How many Director/Trustees are there of the Trust?*
  
  1234
- Director 1 Details*
  
  First NameLast Name
- Director 1 Occupation*
- Director 1 Employer Name*
- Director 1 Tax File Number *
- Upload copy of Drivers Licence Director 1*
  
  Cancelof
- Upload Passport or Proof of Residential Address Director 1
  
  Cancelof
- Director 2 Details*
  
  First NameLast Name
- Director 2 Occupation*
- Director 2 Employer Name*
- Director 2 Tax File Number *
- Upload copy of Drivers Licence Director 2*
  
  Cancelof
- Upload Passport or Proof of Residential Address Director 2*
  
  Cancelof
- Director 3 Details*
  
  First NameLast Name
- Director 3 Occupation*
- Director 3 Employer Name*
- Director 3 Tax File Number *
- Upload copy of Drivers Licence Director 3*
  
  Cancelof
- Upload copy of Drivers Licence Director 3*
  
  Cancelof
- Director 4 Details*
  
  First NameLast Name
- Director 4 Occupation*
- Director 4 Employer Name*
- Director 4 Tax File Number *
- Upload copy of Drivers Licence Director 4*
  
  Cancelof
- Upload copy of Drivers Licence Director 4*
  
  Cancelof
- Are there beneficiaries of the SMSF that are not Directors or Trustee's*
  
  NoYes 1 BeneficiaryYes 2 BeneficiaryYes 3 or more
- Beneficiary 1 *
  
  First NameLast Name
- Upload Drivers Licence or Passport for Beneficiary 1*
  
  Cancelof
- Tax File Number Beneficiary 1 (IF under 16 leave blank)
- Beneficiary 2*
  
  First NameLast Name
- Tax File Number Beneficiary 2 (IF under 16 leave blank)
- Upload Drivers Licence or Passport for Beneficiary 2*
  
  Cancelof
- 3 or more Beneficiaries
  
  Please email us info@wealthgeninvestor.com, with all the names of the beneficiaries. We will then be in touch with what what is needed.
- Nominate Question 1:*
- Answer to Question 1:*
- Nominate Question 2: *
- Answer to Question 2:*
- Nominate Question 3: *
- Answer to Question 3: *
- Is the account holder or any immediate family member who resides in the same household, registered as a broker-dealer or an employee, director or owner of a securities or commodities brokerage firm, employee of a bank, hedge fund, or other financial services company?*
  
  YesNo
- Is the account holder a director, a 10% shareholder or a policy-making officer of any publicly traded company?*
  
  YesNo
- Is the account holder a member, employee, associated or affiliated person of a regulatory or a self-regulatory organisation or exchange?*
  
  YesNo
- Has the account holder ever been the subject or an investigation or proceeding by any commodities or securities exchange or regulatory authority or self-regulatory authority?*
  
  YesNo
- Provide the financial information below, which will be used by our Compliance Department to determine whether you are eligible to trade the investment products you select now or in the future. We never sell your information to any third parties, nor will we call you and suggest investments for you.
- Net WorthThe total value of all assets you own, less what you owe (including all mortgages and debts).Your Net Worth cannot be less than your Liquid Net Worth.*
  
  <20,000 USD20,000 - 49,999 USD50,000 - 74,999 USD75,000 - 99,999 USD100,000 - 249,999 USD250,000 - 499,999 USD500,000 - 999,999 USD1,000,000 - 4,999,999 USD5,000,000 - 9,999,999 USD10,000,000 - 24,999,999 USD25,000,000 - 29,999,999 USD30,000,000 - 49,999,999 USD> 50,000,000 USD
- Liquid Net Worth. The total value of any assets you own that can be quickly converted into cash.*
  
  <20,000 USD20,000 - 49,999 USD50,000 - 74,999 USD75,000 - 99,999 USD100,000 - 249,999 USD250,000 - 499,999 USD500,000 - 999,999 USD1,000,000 - 4,999,999 USD> 5,000,000 USD
- Annual Net Income. The total amount of your earnings for one year minus any taxes or other deductions taken from your pay. These other deductions could include health insurance, retirement contributions, court ordered judgements or support payments.*
  
  <20,000 USD20,000 - 49,999 USD50,000 - 74,999 USD75,000 - 99,999 USD100,000 - 249,999 USD250,000 - 499,999 USD500,000 - 999,999 USD1,000,000 - 4,999,999 USD> 5,000,000 USD
- Thank you very much for completing the account application. Please check your email inbox for further instructions within the next 24 hrs.
- Investment Objectives & Intended purpose of Trading
  
  Preservation of Capital and Income GenerationGrowthHedgingProfits from Active Trading & Speculation
- Trading Experience and Knowledge Level for Stocks
- Should be Empty:

Trust Application

Company Statement + ASIC Extract

3 or more Beneficiaries

Provide the financial information below, which will be used by our Compliance Department to determine whether you are eligible to trade the investment products you select now or in the future. We never sell your information to any third parties, nor will we call you and suggest investments for you.