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AMP Capital Application
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AMP Capital Application
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Getting Started

AMP Capital Application
Fields marked with * are required
If you have started your application before 30 June 2017, there are some additional questions we need you to answer. This is due to new regulations (Common Reporting Standard) that have come into place effective 1 July 2017. Please review and update the form before submitting. If you have any queries regarding your application, please contact our Client Services team on 1800 658 404.
Thank you for applying with AMP Capital. Due to new regulations (Common Reporting Standard) coming into place on 1 July 2017, we require further information regarding your application with us. Please contact our Client Services team on 1800 658 404 or clientservices@ampcapital.com to complete your application.
Please note: You are modifying an existing application. If you submit this modification you will cancel your existing application and restart the application process.
Please review the information on this page and click continue

Who is completing this form?

Application Type

Who is this application for?

Investor Type

Please indicate the type of investor
Please indicate the type of trustee(s)
What is your role in this application?
If you commence this form and do not complete it, AMP Capital may contact you to offer support to help you do so.

Financial Advisor

Will the investor be present when this application is submitted?
(If you select “No”, when you submit this form the investor will receive an email to review and confirm their application)
For Joint Investors and Australian Companies, the investor must be present when the application is submitted.

Please enter the contact details of the person who will authorise this application.

An email will be sent to the investor to review and confirm this application.

Self-Managed Superannuation Fund

AMP Capital Application
Fields marked with * are required
Please review the information on this page and click continue

Trust Type

Please indicate the type of trust
REGULATED TRUST – DEFINITION
A regulated trust means a trust that is:
a) a self-managed superannuation fund within the meaning of Section 19 of the SIS Act* – the regulator is the ATO**
b) a regulated superannuation fund, an approved deposit fund, a pooled superannuation trust or a public sector superannuation scheme, within the meaning of the SIS Act – the regulator is APRA***, or
c) any other trust that AMP Capital confirms is a trust that is registered and subject to regulatory oversight of an Australian Commonwealth statutory regulator in relation to its activities as a trust.
*SIS Act – Superannuation Industry (Supervision) Act 1993
**ATO – Australian Taxation Office
***APRA – Australian Prudential Regulation Authority

Superannuation Fund

Basic Details

FATCA Information

FATCA = (US) Foreign Account Tax Compliance Act
Is the trust a United States (US) trust for US tax purposes?
Is the trust a financial institution, or does it have a professional trustee?

Beneficiaries

Do the terms of the trust identify the beneficiaries by reference to membership of a class?
You will be asked to provide the full names of all company and individual beneficiaries in subsequent sections of this form

Company Details

AMP Capital Application
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Basic Details

Company Details

Australian Company

Company Details

Directors

Please provide details of all directors of the company

Director

Is this individual a US citizen or resident for US tax purposes?
Country of residency
Country of citizenship

Signature Upload

To facilitate the ongoing servicing and security of your account, we are required to hold a signature on file when you open an account with us. To do so, please upload a copy of your driver’s license or passport which clearly displays a copy of your signature. In instances where there is more than one investor, or trustee, you can provide signatures for multiple individuals. If you do not provide it now, we may need to contact you at a later date to retrieve this information.

Signature documents for

Preferred Method

Please select your preferred method of identity verification.

Verify your identity

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Identity Documents

Please provide as much identify information as you can to increase the potential for a successful verification.

Process Identity Documents

Identity Verified!
Your electronic identity check was successful.
Identity verified electronically by Connected Services using GreenID
Unfortunately, we were not able to confirm your identity using the information you've provided..
Please proceed with the application and we will get in contact with you to request a certified copy of your identification.

Manual Verification

Please ensure you familiarise yourself with the Manual Identity Verification Requirements.

Manual Identity Verification Requirements

Manual identity verification requires that you take your identity documents into a an Australia Post outlet to be verified by a postal worker. All account holders or signatories on accounts must provide their supporting identification documents. For information on manual identity requirements please view our online documentation.
Signature
I will deliver manually
File:

Beneficial Owners

Are there any individuals who ultimately own 25% or more of the company’s capital issued to shareholders (through direct or indirect shareholdings)?

s

AMP Capital Application
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s

For any proprietary or private company (Australian or foreign) which is not a regulated company, please provide details of each major shareholder in the company member details section below. A major shareholder is any individual who owns, directly or indirectly, more than 25% of the company’s issued capital. This information is not required for public companies.
For companies registered as proprietary or private companies by an Australian or foreign registration body, please provide details of all directors in the company member details section below. This information is not required for public companies.
List the people who directly or indirectly control your company. A person who may control the company through: the authority to make decisions about financial or operating policies, voting rights of 25% or more, power of veto, or by way of trusts, agreements and practices. If this person can’t be identified, provide details of the most senior official(s), such as a managing director.
Please provide the details of all individuals who ultimately own 25% or more of the company’s capital issued to shareholders (through direct or indirect shareholdings).
Number of s:

Is this investor employed by any other member of your SMSF? Please note that regulatory restrictions apply / preclude this
Are you a disqualified person under the superannuation laws?
Do you have any superannuation balances that you would like to rollover into your SMSF?
Through the SMSF Platinum service, we can help organise the transfer of existing benefits into your SMSF. If you would like to do this then please complete the fields below.Please note that the institutions/organisations we will be contacting on your behalf to process the rollover will require us to provide:(*) Original certified copies of identification for the memberPlease be aware/mindful that you will need to provide this information for each request, and that missing information could result in delays when processing your rollover.

Rollover

Country of residency
Country of citizenship

Agent

Agent

Type of agent
What is this person's involvement?
Gender

Date of birth

How long have you been at this address?
Do you have a different postal address?
Is this member employed by any other member of your SMSF? Please note that regulatory restrictions apply / preclude this
Are you a disqualified person under the superannuation laws?
Do you have any superannuation balances that you would like to rollover into your SMSF?
Through the SMSF Platinum service, we can help organise the transfer of existing benefits into your SMSF. If you would like to do this then please complete the fields below.Please note that the institutions/organisations we will be contacting on your behalf to process the rollover will require us to provide:(*) Original certified copies of identification for the memberPlease be aware/mindful that you will need to provide this information for each request, and that missing information could result in delays when processing your rollover.

Rollover