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MASON STEVENS ACCOUNT APPLICATION Dated: 1 January 2016 Mason Stevens Limited ABN 91 141 447 207 ADSL 351578 www.masonstevens.com.au MASON STEVENS ACCOUNT APPLICATION FORM Important information We
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How to fill out Mason Stevens account application:

01
Visit the Mason Stevens website and locate the account application form.
02
Read the instructions and terms carefully before proceeding.
03
Fill in your personal details such as your name, address, contact information, and date of birth.
04
Provide your tax file number (TFN) or exemption code if applicable.
05
Select the type of account you wish to open, such as an individual or joint account, SMSF, or company account.
06
Specify the investment options you prefer, including cash, fixed interest, property, and shares.
07
Indicate your risk tolerance level by selecting the appropriate option from conservative, balanced, or aggressive.
08
Complete any additional questions about your investment objectives, time horizon, and financial situation.
09
Attach any supporting documents required, such as identification proofs or previous financial statements.
10
Review the filled-out application form for accuracy and completeness.
11
Sign and date the form as required.
12
Submit the application through the designated channel, such as online submission or by mail.

Who needs Mason Stevens account application:

01
Individuals who are interested in investing in various assets and securities.
02
Joint account holders who want to invest together.
03
Self-managed superannuation funds (SMSFs) looking for investment opportunities.
04
Companies or corporate entities seeking investment services.
05
Individuals or entities who want a professional investment management service.
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It is a form used to open an account with Mason Stevens, a financial services company.
Any individual or entity looking to open an account with Mason Stevens.
You can fill out the application online on the Mason Stevens website or by contacting their customer service.
The purpose is to gather necessary information from clients in order to open an account and provide investment services.
Personal information, financial information, investment goals, and risk tolerance.
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