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INVESTMENT GROWTH BOND APPLICATION FORM
Part 1 – Acceptable primary ID documents
Please Select
Part 2 – Acceptable secondary ID documents
Select ONE valid option from this section only
◆
Australian State/Territory driver’s licence containing a photograph of the person
◆
Australian passport (a passport that has expired within the preceding two years is acceptable)
◆
A card issued under a State or Territory law containing your Photograph and proof of age
◆
Foreign passport or similar travel document containing a Photograph and the signature of the person
Complete this section if you do not own a document from Part 1
Select one valid option from this section
◆
Australian birth certificate
◆
Australian citizenship certificate
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Pension or Health care card issued by Department of Human Services (previously known as Centrelink)
And one valid option from this section
(this document must contain both your full name and residential address)
◆
A document issued by the Commonwealth or a State or Territory within the preceding 12 months that
records the provision of financial benefits to you (e.g. pension statement)
◆
A document issued by the Australian Taxation Office within the preceding 12 months that records a debt
payable by you to the Commonwealth or a refund by the Commonwealth to you (e.g. notice of assessment)
◆
A document issued by a local government body or utilities provider within the preceding three months
which records the provision of services to you (e.g. electricity bill)
◆
If you are under the age of 18, a notice that was issued to you by a school principal within the preceding
three months and records the period of time that you attended that school
List of persons who can certify documents:
◆
A person who is enrolled on the roll of the Supreme Court of
a State or Territory, or the High Court of Australia, as a legal
practitioner
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A judge of a court
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A magistrate
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A chief executive officer of a Commonwealth court
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A registrar or deputy registrar of a court
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A Justice of the Peace
◆
A notary public (for the purposes of the Statutory Declaration
Regulations 1993)
◆
A notary public in a foreign country
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A police officer
◆
(Postal Agent) An agent of the Australian Postal Corporation who
is in charge of an office supplying postal services to the public
◆
(Post Office) A permanent employee of The Australian Postal
Corporation with two (2) or more years of continuous service who
is employed in an office supplying postal services to the public
◆
An Australian consular officer or an Australian diplomatic officer
(within the meaning of the Consular Fees Act 1955)
◆
An officer with two (2) or more years of service with one or more
financial institutions (for the purposes of the Statutory Declaration
Regulations 1993)
◆
A finance company officer with two (2) or more continuous years
of service with one or more financial companies (for the purposes
of the Statutory Declarations Regulations 1993)
◆
An officer with, or authorised representative of, a holder of an
Australian financial services licence, having two (2) or more
continuous years of service with one or more licensees
◆
A member of the Institute of Chartered Accountants in Australia,
CPA Australia or the National Institute of Accountants with two (2)
or more years of continuous membership
◆
Documents written in a language that is not English must be accompanied by an English translation prepared by an accredited translator.
◆
Documents in a previous name must be accompanied by a change of name certificate (e.g. marriage certificate).
Bond owner 1
Part 3 – Acceptable foreign ID documents
Complete this section if you do not own a document from Part 1
Select either
◆
National ID card issued by a foreign government containing a photograph and signature of the
person in whose name the document is issued
Or select two valid options from this section
◆
Foreign driver’s licence that contains your photograph and date of birth
◆
Foreign citizenship certificate
◆
Foreign government issued birth certificate
Bond owner 2
(Joint Owner)
SECTION 9 - IDENTIFICATION AND VERIFICATION FOR INDIVIDUALS AND SOLE TRADERS ONLY
You are required to complete this section and attach your certified ID documents and, if applicable, certified ID documents of your
Power of Attorney. The certifier must confirm that the photocopy is a true and correct copy of the original ID, followed by their
signature, name, qualification and date.
If your financial adviser (if applicable) meets the criteria below to certify your ID documents, your financial adviser must complete
section 10 of this Application Form.
Complete Part 1 (or if the individual does not own a document from Part 1, then complete either Part 2 or Part 3).
Issued by The Colonial Mutual Life Assurance Society Limited ABN 12 004 021 809 AFSL 235035 (CMLA).
‘CommInsure’ is used under licence by CMLA.
003-886 011119 (BRC25)
41Investment Growth Bond