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THIS IS AN INTERACTIVE FORMS AVE Precolonial First State Authorized representative registration footprint FORM July 2023 This form can be used to register your authorized representative for CFS Edge,
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First, gather all necessary personal information such as full name, address, contact details, and identification documents.
02
Next, visit the Colonial First State website and search for the 'Authorize' section.
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Then, follow the prompts to fill out the authorized form online or download the form and fill it out manually.
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Make sure to double-check all the information provided before submitting the form.
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Finally, submit the completed form either online or by mail to Colonial First State for processing.

Who needs colonial first state authorised?

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Individuals who wish to authorize someone to act on their behalf in relation to their Colonial First State accounts.
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Those who are unable to manage their own financial affairs and require a trusted person to make decisions on their behalf.
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Investment advisors, financial planners, and individuals managing investments may be required to file Colonial First State Authorised forms as part of compliance procedures.
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The purpose of Colonial First State Authorised forms is to report information about investments and financial transactions to comply with regulations and tax laws.
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