FinClear Services International Equities Short Form

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Application Form – International Equities

This form is for clients who hold an existing Domestic Equities account through FinClear Execution Ltd. International Equities is provided by FinClear Services Pty Ltd.

1. Domestic Account Details

Client Account Name

Client Account Number

Tax Residency

Please list all countries where the applicant or entity is currently a tax resident.

Tick applicable option(s):

AustraliaOther

Countries of tax residence (list all)

US Tax Status

I confirm all applicants and beneficial owners are not US tax residents or US Citizens. I acknowledge that if any applicant or beneficial owner is a US resident for tax purposes, or a US Citizen, they are not able to open an International Equities account.

2. Acknowledgements & Agreements

By submitting this form, the Applicant acknowledges that they have received, read and understood the following documentation:

FinClear Services Financial Services Guide
FinClear Services International Securities Trading Terms and Conditions
FinClear Services Direct Debit Request Service Agreement

[acceptance* acknowledgements-agreement] I acknowledge that I have received, read and agree to be bound by the FinClear Services International Securities Trading Terms and Conditions and the FinClear Services Direct Debit Request Service Agreement. I authorise FinClear Services Pty Ltd to directly credit/debit the nominated bank account(s) linked to my domestic trading account with FinClear Execution.

3. Clients to Complete

If client is a Company

Company structure (if applicable):

Two or more directors (two or more directors must sign)Sole Director / Sole Secretary

Documents Checklist

Please confirm the following documents have been completed and signed (as applicable):

Completed & signed CRS formCompleted & signed W-8BEN or W-8BEN-E form

Individuals / Directors

Provide details for each individual / director signing this application.

Individual (1) / Director (1) – Full Name

Signature (type name)

Date

Individual (2) / Director (2) – Full Name

Signature (type name)

Date

Individual (3) / Director (3) – Full Name

Signature (type name)

Date

4. Adviser Use Only – Documents Checklist

Documents sighted / collected:

Supporting identification documentation based on entity type (e.g. Licence, Passport, Trust Deed, Certificate of Inc.)Completed & signed CRS formCompleted & signed W-8BEN or W-8BEN-E form

Adviser Signature (type name)

Date

YOC Securities Pty Ltd

Suite 217, Level 2, 111 Harrington Street Sydney (The Rocks) NSW 2000

Phone: 02 9279 4034

Website: www.yocsecurities.com

AFSL No 465263 (Intermediary) – ABN 20 601 104 830

Terms and Conditions:

FinClear Services International Trading Terms and Conditions

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team@labelandmint.com.au
02 8028 0144