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• 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.