2 of 3CSL1029 (08/19)
ADDITIONAL AUTHORITY FORM
MANDATORY TO COMPLETE (if you do not have a Client ID)
For existing clients, please provide address details as you have
them on your existing account(s). If the information provided
differs from that on the account we will not be using this form as
notiﬁcation of a request to change address on your account(s). To
change the address on your account please submit a Change of
Contact Details Form.
RESIDENTIAL ADDRESS (NOT A PO BOX)
POSTAL ADDRESS (IF DIFFERENT FROM ABOVE)
EMAIL ADDRESS (MANDATORY)
(Please tick your preferred contact number)
Note: Its mandatory to include a mobile number
( ) WORK
( ) MOBILE
( ) HOME
( ) FAX
Identiﬁcation for authority without existing Client ID
There are three options for you to provide proof of identiﬁcation.
• Provide details of an existing Commonwealth Bank account
held in the same name as above,
• Provide details of an existing Commonwealth Bank Credit
Card held in the same name as above, or
• Attach acceptable identification documentation
Please tick and complete ONE of the options below:
I have a Commonwealth Bank Account with
the following details:
REGISTERED NAME OF BANK ACCOUNT
I have a Commonwealth Bank Credit Card with
the following details
EXISTING CBA CREDIT CARD NUMBER
NAME ON CARD
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I do not have a Commonwealth Bank account,
Commonwealth Bank Credit Card or CommSec Trading
Account. I have attached a clear and legible certiﬁed
photocopy of ONE of the following:
Australian Driver licence
Australian proof of age card
New South Wales photo card
New South Wales birth card
Defence Force identity card
Firearms licence issued under law (All states)
For a complete list of acceptable documents, persons allowed
to certify and how to certify documents please refer to the
DOCUMENT CERTIFICATION INSTRUCTIONS booklet available
Please DO NOT attach original identiﬁcation documents. Send only
CERTIFIED copies of original documents.
ACCOUNT HOLDER(S) TO SIGN
This authority must be signed by all account holders (for CommSec
Trading) and borrowers (for Margin Lending).
• Acknowledge that I/We are responsible for and bound by the
instructions that the Additional Authority gives CommSec,
and you indemnify CommSec in relation to the actions of the
Additional Authority. You also acknowledge that it is my/our
obligation to be aware of any activity undertaken on my/our
behalf by the Additional Authority.
• Acknowledge that CommSec will issue a Client ID and/or
relevant account access to the Additional Authority and agree
that I/We will not provide my/our personal CommSec Client ID(s)
and relevant login details to the Additional Authority.
• Acknowledge that I/we have agree to be bound by the Terms and
Conditions governing each product provided in connection to the
appointment of the Additional Authority pursuant to this authority.
• Authorise and request CommSec to accept and act upon any
instructions issued by the Additional Authority pursuant to this
authority and undertake to ratify whatever the Authority lawfully
does or causes to be done pursuant to this authority.
• Understand the appointment of an Additional Authority remains
effective until I/we revoke it by providing a notice in writing to
• Understand that by appointing an Additional Authority for a
CommSec Equities or Margin Lending Trading Account, this
authority will also extend to any linked CommSec Options
Trading Accounts(s), and by appointing an Additional Signatory
for a CommSec Options Trading Account(s), this authority will
also extend to any linked CommSec Equities or Margin Lending
Where additional authority is being given over to a CommSec
• You authorise us to act on the instructions of your Additional
Authority in relation to your CommSec Margin Loan, and you
authorise us to provide information about your CommSec
Margin Loan and your security to your Additional Authority.
• If we cannot contact you in relation to your CommSec Margin
Loan, we may contact your additional signatory for instructions.
This includes (but is not restricted to) the event of a Margin Call.
In the event of a Margin Call your Additional Authority must be
able to make decisions to sell security, lodge additional security
or provide additional funds.