Geared Investments Forms

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Product Disclosure Documents

- Product Disclosure Statement (PDF)
- Terms and Conditions (PDF)

Incorporation by Reference Documents

Client Application forms

- Investment Lending Application Form (PDF)
- Investment Lending Application Form - for Wholesale Clients (PDF)*
  *Wholesale applicants are required to provide a copy of a certificate issued by a qualified accountant (as defined in the Corporations Act) that states that net assets of at least AUD2.5million; or a gross income for each of the last two financial years of at least AUD250,000 a year.
- Identity Verification Form (PDF)
- Identification Documentation Requirements (PDF)
- Job and Industry Classifications List (PDF)
- Individual Tax Residency Self-Certification Form (PDF)
- Organisation Tax Residency Self-Certification Form (PDF)
- Listed Securities Settlement Instructions

Adviser Administration

Client Maintenance

Loan Maintenance

Investment Maintenance