Please send to: Commonwealth Bank Attention
Referral Partner Program – Referral Advice
Section 1 – Referrer details
Intermediary, Head group name
Business name
Referrer's name Referral Partner number
Contact telephone number
Section 3 – Products
Investment Loans
Margin Loans
Protected Loans
Risk Management
Interest Rate SWAP
Interest Rate Options
Transaction Products
Business Credit Cards
EFTPOS Facility Business Transaction Account Premium Business Cheque Account
Business Online Saver
Wealth Management and Income Protection
Life, Trauma, Disability, Keyman and Income Protection
Superannuation and Investment
Home Building
Motor Vehicle Home Contents
Commercial Lending
Business Line of Credit
BetterBusiness Loans Better Business BillsOverdraft
Section 2 – Client details
Business name
Contact person name Contact person position
CBA client
Email Contact telephone number Mobile number
Other Preferred day (Monday to Friday)
Morning Afternoon Any
Preferred contact time
Business address
State Postcode
Vehicle and Equipment Finance
Asset type
Other needsHome Loan Investment Home Loan
Home Loan
Page 1 of 2003-725 010711
Ivy Wang
eviDent Foundation
(03) 8825-4603
( )
Section 4 – Referral Partner declaration
Referral Partner signature Date
Section 5 – Bank use only
Date referral received
Customer contacted by Bank on
Signature of Bank Representative Date
Outcome (please tick () appropriate box)
The referral did not proceed
The Customer was interviewed in person. Personal, financial and income details were obtained and verified in accordance
with Bank policy.
I DECLARE & CERTIFY to the Bank that on I informed the Customer about the Bank’s credit activities and:
(a) obtained the Customer’s consent to be contacted by a Bank Representative within 15 business days;
(b) disclosed to the Customer the benefits, including commission, which I or an associate of mine may receive from
this referral;
(c) informed the Customer that their personal information may be collected by the Bank to administer its customer relationships
and to provide the Customer with any product or service requested, and that information concerning the Bank’s privacy
policies is available on the Bank’s website or by phoning 1800 805 605;
(d) I have not requested the Customer to pay any fee for this referral;
(e) I have not engaged in activity for which a credit licence is required under the National Consumer Credit Protection Act 2009;
(f) in making this referral, I have not provided advice, a recommendation, opinion or other statement that would influence the
Customer in making a decision about a product or service regulated by Ch. 7 of the Corporations Act 2001.
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