Macquarie Account Nomination
Macquarie Bank Limited ABN 46 008 583 542 AFSL 237502
Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237492 RSEL L0001281
1
Your Macquarie account details
Account number:
Account name:
2
Nominated accounts
Use this form to link additional accounts for fund transfer via Electronic Banking on your relevant cash account with us, including the Macquarie
Cash Management Account. For Term Deposits, usethis form to change your nominated account for funds to be paid to upon maturity.
Alternatively, you can set up your nominated account by contacting us. You may be required to provide a bank statement for your
nominatedaccount.
Please return this form by email to transact@macquarie.com or mail to Reply Paid 85744 Sydney NSW 2001.
I would like the details below to:
Replace all account(s) previously nominated
Be nominated in addition to those previously nominated cash accounts
(If you don’t select a box we’ll assume the details below will be in addition to those previously nominated)
Automatic Income Redirection
Please Note: If your Investment Wrap account currently has Automatic Income Redirection enabled with your existing nominated account
and you wish to change it to the above account, please contact your financial adviser to update the existing instruction to automatically
redirect income to your new bank account (above) on your behalf.
If you no longer have a financial adviser linked to your Investment Wrap account and you would like to update the nominated bank account
linked for Automatic Income Redirection purposes, please provide your written instructions below:
macquarie.com.au
Macquarie Account Nomination 2 of 2
For more information, please visit help.macquarie.com.au or contact us using the below details:
Macquarie Cash: 1800 806 310
Macquarie Wrap: 1800 025 063
You can sign this form electronically via one of our approved electronic signature providers and submit the form via email with any
additional documentation required. Please visit Help Centre to view our submission requirements and a list of our approved electronic
signature providers.
By completing this form, you accept and agree to be bound by the terms and conditions contained in the product offer documents applicable
to you which relate to the use of nominated bank accounts, phone banking and internet banking. If you don’t already have a copy of the relevant
offer document, you can obtain it from our website macquarie.com.au/personal or by contacting us.
Please check your payee account details carefully. It’s your responsibility to ensure all payee account details are correct. Payments are processed
using the BSB and account number provided, and account names are used as a reference only. We don’t check that the BSB and account numbers
provided correspond with the account name of the payee. Incorrect details may result in a loss of funds and we don’t guarantee their recovery. We
don’t accept liability for funds unable to be recovered.
Signature 1:
Date:
/ /
Name:
Any other name known by (if applicable)
Required under the AML/CTF Act 2006.
Signature 2:
Date:
/ /
Name:
Any other name known by (if applicable)
Required under the AML/CTF Act 2006.
4
Declaration and signatures
FRM3010 02/21
3
Banking details
Please note: to amend your nominated account for a Term Deposit you may be required to provide a bank statement for your
nominated accounts.
Credit card accounts can’t be nominated, payments can be made using B
PAY
®
.
Account 1
Branch (BSB) number:
Account number:
Account name:
Account 2
Branch (BSB) number:
Account number:
Account name:
® Registered to BPAY Pty Ltd ABN 69 079137 518