The name that you are applying for the trading account in must be either the name of an Individual, Joint, Company, a Trust (with an Individual Trustee) or a Trust (with a Company Trustee).
To complete your Individual application you will need:
To complete your Joint application you will need:
To complete your Company application you will need:
To complete your Trust application you will need:
Each authorised signatory may operate the account independently of the other(s).
After you've completed the online application, you need to print and sign the application form, and send to us with supporting documentation.
We will activate your account within 5-7 days once we have received your signed application and supporting documentation. You will receive an email notification from us once your account has been set up.
Note: we reserve the right not to accept an application to open an account.
Before you obtain any product or service from Australian Investment Exchange Limited, you must view the most recent Financial Services Guide (FSG).
To receive the FSG and relevant Product Disclosure Statement (PDS) by mail contact us on 1300 135 187.
I agree to be given the FSG and any PDS by downloading these documents from this website.