Account Application | 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:

Total Investment Amount (AUD)$0

11.Identification Documents

Both documents are required. Accepted formats are JPG, PNG or PDF, up to 8 MB each.

ID document*

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Passport or driver's licence, showing your full name, photograph and expiry date.

Proof of address*

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A utility bill, bank statement or council notice issued in the last three months.

12.Declarations

13.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.