Bendigo Wealth Managed Funds Notification Of Tfn And Abn Form printable pdf download

Bendigo Wealth Managed Funds Notification Of Tfn And Abn Form

Managed Funds Notification of TFN

and ABN Form

OFFICE USE ONLY

Customer/Account Number

Date

Branch Stamp

Retain a copy at the branch and forward the original to:

Funds Administration

Sandhurst Trustees Limited

Level 5, 120 Harbour Esplanade

Docklands Vic 3008

This Notification of TFN and ABN Form is to be used to amend details of investors who hold units in the Bendigo Managed Funds.

Please use BLOCK capital letters and tick () boxes where applicable.

Step 1 Investor details

Investor Number

and/or Customer/Account Number

Name of Investor

Registered address

Town/Suburb

State

Postcode

Country

Telephone

Facsimile

Step 2 Update your Tax File Number (TFN) or Australian Business Number (ABN)

Collection of TFNs is authorised and their use and disclosure are strictly regulated by the Tax Laws and Privacy Act. It is not an offence

to withhold your TFN, however, if you do not provide your TFN, tax may be deducted from payments of interest at the highest marginal

rate.

I/We authorise the use of this TFN or ABN to the investment for which I/we are applying.

Applicant 1

TFN or Exemption Code

ABN

Reason for exemption (if applicable)

Applicant 2

TFN or Exemption Code

Reason for exemption (if applicable)

Bendigo Wealth Managed Funds Notification Of Tfn And Abn Form