Getting Started - Step 1 of 6

Are you an existing Centuria Life Limited investor?
Yes
No
Select type of Investor
What you need to apply

  • a valid residential and postal address
  • a valid email address
  • valid bank account details
  • access to a printer
  • Existing Centuria account/policy number and account/policy name if you are investing under an existing Centuria account/policy
  • to have your financial adviser's details ready as you will need them if you have a financial adviser (Financial Adviser name, Authorised Representative Number, address, telephone number, email address, Dealer Group name)
  • to have your current identification documents ready (for Australian residents) as they may need them if they elect to confirm their identity electronically (Australian Driver's Licence, Passport, Medicare card or Medibank Private Health Insurance card)
  • the latest PDS / IM for the Fund(s) you wish to invest into
  • company name
  • registered office address / principal place of business
  • ACN for Australian Company
  • ARBN or name of regulator / exchange for foreign company
  • for a foreign company, provide us with a copy of:
  • an ASIC or foreign regulator search; or
  • an ASIC or foreign regulator certificate of registration
  • for an Australian company, provide us with an original certified copy of:
  • an ASIC search; or
  • a certificate of registration issued by ASIC
  • for an Australian listed company OR a majority owned subsidiary of an Australian listed company OR a regulated company which is licensed by an Australian Commonwealth, State or Territory statutory regulator, provide us with an original certified copy of:
  • an ASIC search; or
  • a search of the licence or other records of the relevant regulator; or
  • a public document issued by the company; or
  • a search of the relevant market / exchange
  • valid bank account details
  • access to a printer
  • Existing Centuria account/policy number and account/policy name if you are investing under an existing Centuria account/policy
  • to have your financial adviser's details ready as you will need them if you have a financial adviser (Financial Adviser name, Authorised Representative Number, address, telephone number, email address, Dealer Group name)
  • the latest PDS / IM for the Fund(s) you wish to invest into
  • If you are a non-regulated or non-listed company, each beneficial owner will need:
  • a valid residential and postal address
  • to have their current identification documents ready (for Australian residents) as they may need them if they elect to confirm their identity electronically (Australian Driver's Licence, Passport, Medicare card or Medibank Private Health Insurance card)
  • a valid residential and postal address
  • a valid email address
  • valid bank account details
  • business name
  • principal place of business
  • access to a printer
  • Existing Centuria account/policy number and account/policy name if you are investing under an existing Centuria account/policy
  • to have your financial adviser's details ready as you will need them if you have a financial adviser (Financial Adviser name, Authorised Representative Number, address, telephone number, email address, Dealer Group name)
  • to have your current identification documents ready (for Australian residents) as they may need them if they elect to confirm their identity electronically (Australian Driver's Licence, Passport, Medicare card or Medibank Private Health Insurance card)
  • the latest PDS / IM for the Fund(s) you wish to invest into
  • full name of trust
  • country where trust was established
  • trustee details (individual or corporate trustee)
  • for a regulated trust, if the trust is a superannuation fund, perform a search of the ASIC, ATO or relevant regulator website, such as 'Super Fund Lookup' at www.abn.business.gov.au and provide us with an original certified copy of:
  • search results of the superannuation fund
  • for a regulated trust, if the trust is a registered managed investment scheme, provide us with a copy of:
  • an ASIC search
  • for a regulated trust, if the trust is a Government superannuation fund, provide us with an original certified copy of:
  • an extract of the establishing legislation
  • for a non-regulated trust, provide an original certified copy of the trust deed; or a notice issued by the Australian Taxation Office within the last 12 months.
  • valid bank account details
  • access to a printer
  • Existing Centuria account/policy number and account/policy name if you are investing under an existing Centuria account/policy
  • to have your financial adviser's details ready as you will need them if you have a financial adviser (Financial Adviser name, Authorised Representative Number, address, telephone number, email address, Dealer Group name)
  • the latest PDS / IM for the Fund(s) you wish to invest into
  • Each trustee will need
  • a valid residential and postal address (if an individual) OR a valid registered office, postal and principal place of business address (if company)
  • a valid email address
  • to have their current identification documents ready (for Australian residents) as they may need them if they elect to confirm their identity electronically (Australian Driver's Licence, Passport, Medicare card or Medibank Private Health Insurance card)
  • If you are a trust with a non-regulated or non-listed company as trustee, each beneficial owner or senior managing official will need
  • a valid residential and postal address
  • to have their current identification documents ready (for Australian residents) as they may need them if they elect to confirm their identity electronically (Australian Driver's Licence, Passport, Medicare card or Medibank Private Health Insurance card)
  • full name of superannuation fund
  • country where fund was established
  • trustee details (individual or corporate trustee)
  • for a regulated trust, if the trust is a superannuation fund, perform a search of the ASIC, ATO or relevant regulator website, such as 'Super Fund Lookup' at www.abn.business.gov.au and provide us with an original certified copy of:
  • search results of the superannuation fund
  • for a regulated trust, if the trust is a registered managed investment scheme, provide us with a copy of:
  • an ASIC search
  • for a regulated trust, if the trust is a Government superannuation fund, provide us with an original certified copy of:
  • an extract of the establishing legislation
  • valid bank account details
  • access to a printer
  • Existing Centuria account/policy number and account/policy name if you are investing under an existing Centuria account/policy
  • to have your financial adviser's details ready as you will need them if you have a financial adviser (Financial Adviser name, Authorised Representative Number, address, telephone number, email address, Dealer Group name)
  • the latest PDS / IM for the Fund(s) you wish to invest into
  • Legal restrictions prevent us from allowing you to invest if you are a non-regulated superannuation fund.
  • Each trustee will need
  • a valid residential and postal address (if an individual) OR a valid registered office, postal and principal place of business address (if company)
  • a valid email address
  • to have their current identification documents ready (for Australian residents) as they may need them if they elect to confirm their identity electronically (Australian Driver's Licence, Passport, Medicare card or Medibank Private Health Insurance card)
  • If you are a superannuation fund with a non-regulated or non-listed company as trustee, each beneficial owner or senior managing official will need
  • a valid residential and postal address
  • to have their current identification documents ready (for Australian residents) as they may need them if they elect to confirm their identity electronically (Australian Driver's Licence, Passport, Medicare card or Medibank Private Health Insurance card)