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InvestSMART will require the following details from those individuals listed as directors of the corporate entity looking to submit an application to open a Professionally Managed Account (PMA).
Full Name(s)
Date of Birth(s)
Residential Address
Phone Number (Landline/Mobile)
Email Address
One Additional Source of Identification (License/Medicare/Passport)
We will also require the following details in order to verify the corporate trustee entity.
Company Name
Australian Company Number (ACN)
Principal Place of Business Address
Registered Office Address
Company Bank Account (BSB & Account Number)
All other requirements will be personal preferences for initial life of your account.
Investment Amount
Investment Model(s)
Investment Allocation(s)
Income Preference
Regular Contribution Plan
Regular Withdrawal Plan
If you've got all the information you need to get started click the button below to start your application.