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    This document contains sections for individuals or individual trustees to provide information when investing. It includes options to indicate the type of investor as an individual, jointly with others, as an individual trustee for a trust, or as a sole trader. For each investor, it requests for their title, name, contact details, date of birth, tax file number or exemption code, and email.

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    This document contains sections for individuals or individual trustees to provide information when investing. It includes options to indicate the type of investor as an individual, jointly with others, as an individual trustee for a trust, or as a sole trader. For each investor, it requests for their title, name, contact details, date of birth, tax file number or exemption code, and email.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    17 views1 page

    Auto Tab PDF

    Uploaded by

    ANDRES ROJAS
    This document contains sections for individuals or individual trustees to provide information when investing. It includes options to indicate the type of investor as an individual, jointly with others, as an individual trustee for a trust, or as a sole trader. For each investor, it requests for their title, name, contact details, date of birth, tax file number or exemption code, and email.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 1

    Section 2 – Individual(s) or Individual Trustee(s)

    2.1 Type of investor


    Tick one box only and complete the specified parts of this section.

      Individual – complete 2.2

      Jointly with another individual(s) – complete 2.2, 2.3 and 2.5

      Individual trustee(s) for a trust – complete 2.2 and 2.3 (also complete section 4)

      Sole Trader – complete 2.2 and 2.4

      Individual trustee for an individual – complete 2.2, 2.3 and 2.5 (if there is more than one individual trustee)

    2.2 Investor 1
    Title   Given Name(s) Surname
    1 8 5 6 9 3

    Telephone Number (including Country Code) (daytime) Date of Birth (DDMMYY) Tax File Number (TFN) – or exemption code
    33 3 3 4 4 7

    Email

    Reason for TFN Exemption

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