Please tick the boxes below and sign the document to provide us with a record of the way you would like to engage with our team and to acknowledge that you have read through our financial services guide.

 

Tax File Number (“TFN”) Record keeping

If you agree for your TFN to be collected and handled by us and the financial planning Licensee when acting on your behalf in relation to your investments, you should note that in accordance with the Taxation Administration Act 1953 (Cth), we:

• Can only collect your TFN where it is necessary for a lawful purpose, such as applying for an investment product, and that is the basis on which your TFN is collected;
• May disclose your TFN to the Australian Taxation Office (ATO) for the purposes of searching the Lost Members Register (“LMR”) records, provide other relevant information for the purposes of searching LMR records and receive the results of this LMR search;
• Will retain your TFN on file for as long as it is needed in connection with the provision of financial services by us or another Enva adviser;
• May provide this information to financial advisers, brokers and those who are authorised by Enva Australia to review customers' needs and circumstances from time to time;
• Will continue to take reasonable steps to protect your TFN and your TFN information; and when we no longer require the information, we will securely destroy or permanently de-identify your TFN or TFN information.
• The financial planning Licensee may have access to your TFN when conducting normal activities associated with us, as your financial planner.
• It is not an offence to not quote your TFN. If you choose not to quote your TFN in relation to your investments, or you claim an exemption, tax may be taken out of your investment returns. The consequences of you not quoting your TFN may change due to future legislative changes.

Receiving documents electronically

We may send documents by the electronic means that you have nominated, including our financial services guides, credit guides, advice documents and product disclosure statements and application or withdrawal forms.

 

Providing instructions electronically

You can authorise us to act on instructions we receive from your via digital platforms including electronic signatures or online forms. We may still require you to confirm an instruction verbally, in person or in writing in some circumstances even if you provide this authority. 

If you answer no below you will still be given the option of providing instructions digitally in the future. 

Emails and mobile phones

You need to be aware that:

• If your email address or mobile phone number changes or you cease to have access to your nominated email address or mobile phone, you should notify us immediately.
• We do not take any responsibility for the security or confidentiality of email or SMS communications sent to or through your nominated emails/mobile phone, nor for any delays in transmission due to network or other transmission errors.  Neither can we guarantee that emails will be free of viruses.
• You should ensure the email accounts and mobile numbers you nominate are secure and can only be accessed by you.  Also, we may not be able to provide advice to you while you are overseas.
• You may withdraw your consent at any time, but you must do so by writing to us, or the financial planning Licensee that you wish to withdraw your consent in providing authorisations via email and/or mobile phone.

By agreeing to use electronic means to receive documents, provide instructions and give agreement or acknowledgements please be aware that the following conditions apply:

• We may refuse to act on any instruction, and will inform you of any such refusal.
• We will endeavour to implement your instructions as soon as we receive them.  However, please note that complex transactions may take longer to complete even if we arrange for your request to be implemented without delay.
• The authorities you provide to us in this document apply to any capacity in which you act.  For example, if you are a director of a company or trustee of a trust, you provide these authorisations both in your personal capacity and in your capacity as a director or trustee.

Please note: There are some documents that can only be acted upon if physically signed in ink.  These may include application forms, forms to confirm your identity, and other forms as required by third parties.

 

Enva Australia (ABN 21 098 806 501) Australian Financial Services Licence No. 424494.