Tools to help set up your Individual/Joint applicant details
Legal Entity - Individual/Joint
To be used for an individual, joint applicants (2 or 3 persons) or in trust for a minor (under 18 years old)
Salutation, First Name(s), Surname, Date of Birth, Street Address & Postal Address - Mandatory
TFN –Whilst you are not obliged to supply a TFN to registries, if we do not, they may take tax at the highest marginal rate from any dividends, distributions, interest and payments to which you are entitled
E-Mail – Please provide an e-mail address for at least one applicant for each account. By providing your email address you authorise Trade Confirmations to be sent to this address.
Please do not click Run Verification, FinEx will run these checks against PEP & Sanctions lists.