CST Capital
Clarity in Capital. Confidence in Strategy.
Account Application
Investment & Wealth Strategy · Confidential
1.Applicant Type
Applicant type*
2.Personal Details — Applicant 1
Title
Surname*
Given Names*
Date of Birth*
Gender
Nationality
3.Residential Address — Applicant 1
Street Address*
Suburb / Town*
State*
Postcode*
Country*
4.Personal Details — Applicant 2 (If Joint)
Complete this section only where the applicant type is Joint. Select “Joint” in Section 1 to open these fields.
5.Contact Details
Home Phone
Mobile*
Email*
Preferred Contact Method
6.Employment Information
Status
Occupation
Employer / Business Name
Industry
7.Source of Funds
Primary Source*
8.Banking Details (for Settlements)
Bank Name
Account Name
BSB
Account Number
IBAN (if applicable)
SWIFT / BIC
9.Company / Trust / SMSF Details (If Applicable)
Complete this section only where the applicant is a company, trust or self-managed superannuation fund. Select the relevant applicant type in Section 1 to open these fields.
10.Investment Details
I/We wish to invest as follows:
| Product | Indicative Term | Amount (AUD) |
|---|---|---|
| Fixed Term Deposit | 6 / 12 / 24 months | |
| Term Deposit — Custom | As agreed | |
| Portfolio Strategy Mandate | Ongoing | |
| Other (please specify) | — |
Total Investment Amount (AUD)$0
11.Declarations
12.Signatures
Applicant 1 / Authorised Signatory
Signature — draw above
Full name (print)*
Date*
Applicant 2 / Authorised Signatory
Required only for joint applications. Select “Joint” in Section 1 to add a second signatory.