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  • Individual / Joint Application Form

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  • Quotation of TFN

    Quotation of your Tax File Number (TFN) is not compulsory and will not affect your application.  However, if you do not provide this information we will be required to deduct tax from your distributions at the highest marginal rate.  If exempt, please supply supporting documentation.

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  • Politically Exposed Person

    "politically exposed person" means an individual who holds a prominent public position or function in a government body or international organisation in Australia or overseas.

  • BANKING DETAILS FOR DISTRIBUTIONS / REDEMPTIONS (IF APPLICABLE)

  • DISTRIBUTION REINVESTMENT PLAN

    Please consider the disclosure document regarding whether or not your investment will receive a cash distribution or if your distribution will be reinvested.

    You can change your election at any time by contacting:

    registry@primarysecurities.com.au

     

  • INDIVIDUAL PROOF OF IDENTIFICATION

    Please upload certified proof of identification documents to fulfil the requirements of the Anti Money Laundering and Counter Terrorism Financing Legislation.

    For a list of require identification documents Click Here

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  • ADVISER DETAILS (Optional)

    I / We agree that information relating to my investment be supplied to my / our adviser.  If this Section is not completed, information will not be provided to the adviser.

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  • ADVISER PROFESSIONAL FEE FOR SERVICE DETAILS (Optional)

    (Please consider the disclosure document if this is applicable to your application)

    If you have negotiated a professional fee for servce with your financial adviser, you need to complete this section.

    PROFESSIONAL FEE FOR SERVICE AUTHORITY

    I request until further notice from me, that the Responsible Entity/Trustee deduct a professional fee for service from my Application Amount and/or an ongoing professional fee for service from my distribution payments as set out below.  I acknowledge that these fees will be paid to my financial adviser as specified in the Adviser Details section above which forms part of this Application Form and that the balance of my Application Amount will be invested in the Fund and/or the balance of my distribution payments will be paid to me.


  • ANNUAL REPORTS

    We will send you an email when the annual report is available on our website.

     

  • FOREIGN ACCOUNT TAX COMPLIANCE ACT  (FATCA) AND COMMON REPORTING STANDARD (CRS) SELF CERTIFICATION

    Tax authorities require Primary Securities Ltd to collect and report certain information about an investor's tax residency status.

    If you are unable to answer any of the following questions, please seek appropriate advice relating to the tax information required (as set out in the Automatic Exchange of Information Guidance published by the Australian Taxation Office www.ato.gov.au).

  • If you answered Yes, please provde the following information.

  • Please indicate your jurisdiction of tax residence (other thant the US identified above).  If you are a tax resident in more than one jurisdiction please include details for all jurisdictions.

  • Reason A:  the jurisdiction of the tax residence does not issue TIN's to its residents

    Reason B: the individual is otherwise unable to obtain a TIN or equivalent number, (please explain why in the section below)

    Reason C: No TIN is required (only select this reason if the domestic law of the relevant jurisdiction does not require the TIN to be disclosed)

  • DECLARATION AND SIGNATURE

    I declare and agree that:

    1. The details given in this application are true and correct;

    2. I am over 18 years of age;

    3. My information will be collected and used in accordance with Primary               Securities Ltd's privacy policy;

    4. The information provided in the FATCA / CRS section may be disclosed to         the Australian Taxation Office or any other government bodies, including           bodies located overseas, to enable it to be reported and used in compliance       with any FATCA or CRS regulations;

    5. I will notify Primary Securities Ltd with any changes to the information             provided by me and provide any futher information reasonably required by       Primary Securities Ltd to comply with any obligation under the FATCA / CRS     regulations within 30 days of such change in circumstances.

    6. I have read and understood the current Information Memorandum or Product Disclosure Statement to           which this application relates and agree to be bound by the Constitution             governing the Trust;

    7. I am not aware of and have no reason to suspect that the moneys used to       fund our investment have been or will be derived from or realted to any           money laundering, terrorism financing or similar illegal activities and that I       will continue to comply with Australian anti money laundering and counter       terrorism financing laws.

    8. We acknowledge that the Trust is subject to investment risks, which could         include delays in repayment, and loss of income and capital invested and         that no member of Primary Securities Ltd, or any of its agents guarantees         the performance of the Trust or any particular rate of return;

    9. If signed under power of attorney, the attorney encloses a certified copy of       the power of attorney and declares that he/she has not received notice of         revocation of that power.

    10.By typing my signature and sending it via the Internet, I acknowledge that I have read the Information Memorandum or Product Disclosure Statement and understand all information provided during the application process; that I intend Primary Securities Ltd to rely upon it; that I intend to be bound thereby; and that I understand and agree that my electronic signature is the equivalent of a manual written signature.

     

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  • Once your application has been received and reviewed you will receive an email confirming receipt of your application and advising you of the bank account details for the funds to be deposited.

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