For Netwealth to have the authorisation to establish an account, we need a signed copy of your/your client's application, as this is an acknowledgement of the terms of our Product Disclosure Statement.
We accept:
- A scanned copy of the document emailed to us at contact@netwealth.com.au.
- A high quality photograph, so long as all the pages of the document are provided, emailed to us at contact@netwealth.com.au.
- The original document by post (postal details can be found at the bottom of the application form).
Information for Adviser Representatives:
If you are an Adviser Representative (AR) on your client's account, you can arrange for your client to sign their application electronically or you can provide Netwealth the document via your secure document upload facility in the adviser web portal. For more information on the document upload facility, please read the article here.