Page 1 of 2 3017 (09/18)
Phone 1800 252 351
Cash Services
Locked Bag 34
Australia Square NSW 1215
www.CommSecAdviserServices.com.au
Corporate Authority to Operate Form
Account Holder/s, please sign below:
This authority must be signed by all Account Holder/s:
I/We:
authorise and request the Bank to accept and act upon
any instructions issued by an Authorised Signatory
pursuant to this authority and undertake and ratify
whatever the Authorised Signatory lawfully does or
causes to be done;
understand that this authority remains effective until
I/we revoke it by providing a notice in writing to the
Bank; and
acknowledge that any instructions given by me/us in
accordance with this authority will be relied on by the
Bank and that the Bank will not be liable for any loss
or damage I/we, or anyone else, suffers where the
Bank acts on those instructions in good faith, unless it
is proved that the Bank was negligent. Where the Bank
agrees to supply services to me/us as a consumer, as
dened in the Australian Securities and Investments
Commission Act 2001 (`the Act’), then the Bank’s
liability will be determined in accordance with the Act.
The Act permits the Bank in some circumstances to
limit its liability to resupplying services to me/us.
Important Note: Use this form if you wish to authorise an entity (e.g. financial advisory firm or financial planning firm) to obtain
information and/or conduct transactions on your account/s.
Company and individual identification requirements are applicable if the Corporate Authority is not an existing customer.
By completing this form you are providing the nominated entity with the authority to conduct transactions on this account on your
behalf. This means the entity will be permitted to make payments and transfer funds from this account.
If you only wish to grant your adviser authority to view transactions and request statements then you do not need to complete
this form.
To remove the nominated entity’s authority to conduct transactions on this account and only allow them to view transactions and
statements, or remove the entity’s access completely, please send us a signed written instruction to the address listed at the top
of this form.
Section 1 – Account Authorisation
Authorities
I/We authorise:
Entity Name (Authorised Representative)
and their employees, agents and contractors as the
Authorised Representative will nominate in writing to you
(each an “Authorised Signatory”) to act on my/our behalf
in connection with the below nominated account/s, to the
extent of their authority set out below, to send instructions
to the Commonwealth Bank of Australia (Bank):
Account Number 1:
Account Number 2:
(a) I/We authorise the Bank to act on instructions received
by telephone, email or facsimile from an Authorised
Signatory to:
request general account (including balance and
individual transactions) and personal information
related to the account/s nominated on this form,
order cheque books, deposit books and/or KeyCards
which will be sent to the address I/we nominate.
(b) I/We authorise the Bank to act on instructions received
by telephone, email or facsimile from an Authorised
Signatory to:
transfer funds to/from my/our account/s and set up
periodical payments to accounts in exactly the same
name of my/our account which the funds are being
transferred from within the Bank.
(c) I/We also authorise the Bank to act on signed instructions
received by email attachment, facsimile or mail from an
Authorised Signatory to:
transfer funds and set up periodical payments from
my/our account/s nominated on this form to any other
account specied on the written request provided; and
place money on term deposit with the Bank in my/our
name/s for any term and to withdraw on maturity, or by
arrangement with the Bank prior to maturity, any such
moneys held on term deposit, give valid discharges
for interest paid and principle repaid and to otherwise
exercise all the rights as permitted in this authority.
The Accelerator Cash Account and Term Deposit products administered by CommSec Adviser Services are provided by the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL No. 234945.
Form ID: 3017
Where to send this form?
Please provide your completed and signed form with any relevant supporting documents to your adviser.
Adviser use only: Use this Form ID to securely submit the documents via eSubmit. To use eSubmit, log
into the CommSec Adviser Services website and go to: Administration > eSubmit
Page 2 of 2 3017 (09/18)
Section 1 – Account Authorisation (continued)
Name of Account Holder 1 / Trustee 1 or Director 1
(on behalf of Company Account Holder)
Given Name
Surname
Signature Date
Name of Account Holder 2 / Trustee 2 or Director 2
(on behalf of Company Account Holder)
Given Name
Surname
Signature Date
Name of Account Holder 3 / Trustee 3 or Director 3
(on behalf of Company Account Holder)
Given Name
Surname
Signature Date
DD/MM/YYYY
DD/MM/YYYY
DD/MM/YYYY
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