To view the forms you may need to download and install the free Adobe Reader software - get it by clicking the icon to the right.
- Product Disclosure Statement
Use the Product Disclosure Statement to apply for units in the BWA Cash Management Trust or to review Terms and Conditions applicable to the product.
- Access Facilities and Manner of Operation Request Form
Request Telephone, online and Debit Card access to your BWA Cash Management Trust account and/or change the way your BWA Cash Management Trust account will operate.
- Change of Account Details Form
Request to change BWA Cash Management Trust Account details.
- Change of Name Statement Form
To be completed by person (signatory) who intends to be commonly known by a new name and wishes to either change their existing accounts held with BWA managed Investments or use the new name to open or become a signatory to an account with BWA Managed Investments.
- Cheque/Deposit Book Request Form
Request to order a cheque and/or a deposit book for a BWA Cash Management Trust Account - Investor Plus.
- Customer Identification Check Form
Use this form, if you are a new customer to BWA Managed Investments, to complete the necessary identification requirements. Visit your approved BWA Cash Management Trust distributor in person to be identified.
- Customer Identification Form - Certified Copies
Use this form, if you are a new customer to BWA Managed Investments, to complete the necessary identification requirements and will be using certified copies of identification.
- Deceased Estate Change of Account Details Form
Request to change a BWA Cash Management Trust Account holder name (and other details) to that of a surviving holder or to the estate.
- Deceased Estate Withdrawal Form
Request to close the BWA Cash Management Trust Account of a deceased estate and/or transfer funds to a new BWA Cash Management Trust Account or to a beneficiary.
- Deposit Form
Mail with cheques to be deposited into a BWA Cash Management Trust Account.
- Direct Debit Request Form
Request to arrange regular payments into your CMT account from external accounts.
- Dividend/Interest/Distributions Payment Authority Form
Request your dividends/interest/distributions be credited direct to your BWA Cash Management Trust account.
- Fax Authority Form
Request to nominate external accounts that BWA Managed Investments will transfer funds to upon receipt of facsimile instructions.
- Internet Security Declaration - Business Form
Request to increase business Pay Anybody Limit in BankWest Online Banking to either $10,000 or $15,000.
- Internet Security Declaration - Personal Form
Request to increase personal Pay Anybody Limit in BankWest Online Banking to $5,000.
- Periodical Payment Authority Form
Make a periodical payment, change the existing instructions for an existing Periodical payment, cancel a Periodical Payment or a specific payment.
- Third Party Authority Form
To be completed if you wish to appoint a third party (person, firm, company or advisor firm) to access and operate your CMT account.
- Verifying Officer - Certificate of Identity Form
Nominate a Verifying Officer and/or identify multiple signatories for companies and incorporated bodies.
- Withdrawal Form
Request to withdraw funds from a BWA Cash Management Trust Account.