CDF Term Investment Application

Term Investment Application
Before you begin

Please take a moment to check if this account is right for you.

Account Features
- The minimum investment amount is $2,000
- Invest funds for a fixed term from 1 to 24 months at a fixed rate of interest
  - For terms 12 months or less interest is paid or compounded on maturity
  - For terms greater than 12 months, interest is paid or compounded annually and on maturity
- No monthly or ongoing account fees
- Earn interest on funds held in your CDF Term Investment (view our current rates here)
- Linked to CDF Online for easy access to account information
Eligibility

This form is available to clients of the Archdiocese of Melbourne Catholic Development Fund (CDF).

CDF Term Investments are available to:
- Catholic Organisations
- Catholic Clergy
CDF Term Investments are not available to:
- Individuals or business entities for the purpose of personal investment (such as trusts and SMSF) requiring savings accounts (please refer to the CDF Community Fund for a range of savings and term investment options)
Important: Electronic Signature

This form requires an electronic signature, signed on screen or using a mouse.
Consent to electronically sign this form
Important: As you do not consent to electronically sign this form:
1. Click here to download a manual application form
2. Close this page to cancel this form
If you need support with this form please contact our Client Services Group
- Call: 1800 134 135
- Email: csg@melbcdf.org.au
Please select the type of account holder opening this Term Investment

Account Holder Details
Account Holder Name
CDF Client Number
Physical Address
Contact Number
Format: (00) 0000-0000.

Who is submitting this request?
Who is submitting this request?

Please provide your details as the person submitting this request on behalf of {Org_Acc_holder}:
- Name
- Role or Position Title
- Contact number
- Email
Important: You must have permission to submit this request on behalf of {Org_Acc_holder}, even if you are not a signatory on the account. If CDF requires any further information, we will contact you directly.
Full Name
Role
Contact Number
Please enter a mobile phone number.Format: 0000000000.
Contact Email
example@example.com

Account Holder Details
Full Name

First NameMiddle NameLast Name
Date of Birth

DayMonthYear
Date
CDF Client Number
Physical Address
Contact Number
Enter a mobile phone numberFormat: 0000000000.
Email Address
example@example.com

Term Investment Details
Term Investment Details

Please provide the following details for your new Term Investment:
- Investment date, amount, and term
- Source of funds for the opening amount
Important: if funds are transferred electronically from an Australian Deposit-Taking Institution (ADI), the investment date will be the date those funds are cleared into CDF's holding account. This may be up to 3 business days from the date of the account application.
Investment Date

DayMonthYear
Amount
Do you require this investment to mature on a specific date?
Maturity Date

DayMonthYear
Term
Number of days
Number of months
Important: Custom Investment Term

As you have opted for your Term Investment to mature on {Maturity_date}, an investment term of {numberOfMonths} months will apply to this Term Investment.

Should you wish to change this, please select no to the following question "Do you require this investment to mature on a specific date?"
View our current interest rates here.

Source of Funds
Please select the source of funds to establish this Term Investment
Debit CDF Account Number
CDF NAB Account Details for Electronic Funds Transfer

Credit {Inv_Amt}

Account Name: Archidiocese of Melbourne Catholic Development Fund

BSB: 083 347

ACC: 025471925

Reference: {Org_cdf_client_no} {Clergy_client_number}

Important: These details will be emailed to {nom_full_name} {Clergy_full_name} at {nom_email} {Clergy_email} when this application is submitted.

Maturity Instructions
Maturity Notices:

CDF will email you 2 weeks before your Term Investment's maturity date. Please provide an email address below to receive these notices (a group inbox is recommended).

Important: if no instructions are received by the maturity date, your Term Investment will automatically be reinvested for the same term at the advertised interest rate on the date of renewal.
Email
example@example.com

Account Authority
Account Authority

In this section you will need to provide us with the details of the person(s) who will authorise this request on behalf of {Org_Acc_holder}.

This includes:
- Full Name
- Role or Position Title
- Consent to receive and sign documents electronically
- Email
Consent to recieve and sign documents electronically:

Each account authority will be asked to sign this form using "sign on glass" or by using their mouse.

Important: Each account authority must hold the authority to transact and amend on behalf of {Org_Acc_holder}.
How many people will sign this form on behalf of the account holder?
- Account Authority One
- Name
  
  First NameLast Name
- Role or Position Title
- {AUP1_full_name} consents to receive and sign documents electronically
- Email
  example@example.com
- Account Authority Two
- Name
  
  First NameLast Name
- Role or Position Title
- {AUP2_full_name} consents to receive and sign documents electronically
- Email
  example@example.com

Declaration & Consent
To finalise this request:
1. Review your form
2. Review and accept the Terms and Conditions
3. Electronically sign the form
4. Submit your request
Terms and Conditions
- Privacy Policy - view here
- CDF Online Terms and Conditions - view here
- Electronic Verification of Identity Statement - view here
Disclosure:

The Fund is required by law to make the following disclosure. Investment in the Fund is only intended to attract investors whose primary purpose for making their investment is to support the charitable purposes of the Fund. Investors’ funds will be used to generate a return to the Fund that will be applied to further the charitable works of the Archdiocese of Melbourne and the Dioceses of Sale, Bunbury and Ballarat. The Fund is not prudentially supervised by the Australian Prudential Regulation Authority nor has it been examined or approved by the Australian Securities and Investments Commission (ASIC). An investor in the Fund will not receive the benefit of the financial claims scheme or the depositor protection provisions in the Banking Act 1959 (Cth). The investments that the Fund offers are not subject to the usual protections for investors under the Corporations Act (Cth) or regulation by ASIC. Investors may be unable to get some or all of their money back when the investor expects or at all and investments in the Fund are not comparable to investments with banks, finance companies or fund managers. The Fund’s identification statement may be viewed here or by contacting the Fund. The Fund does not hold an Australian Financial Services Licence.
By signing this form, I/we declare and confirm:
- I/we have authority to sign and approve this request on behalf of {Org_Acc_holder}, in accordance with any governing documents such as a charter of accounts or delegation of authority
- I/we have reviewed the Terms and Conditions of acceptance and agree to them on behalf of {Org_Acc_holder}
- I/we confirm that all Authorised Person(s) listed in this request are authorised to act on behalf of {Org_Acc_holder}
Dual Account Authorities

This form requires the signatures of {AUP1_full_name} and {AUP2_full_name}.

If both signatories are not present to sign the form now, please follow the instructions below to save and share the link to sign this form.

Click on SAVE FORM at the bottom of the page

Send link via email:
1. Enter the email address to which the form link will be sent and click on the send button to generate the email
  Open the email to access the form
  Sign the form
  If a second signature is required - repeat the steps above
Save the unique form link:
1. Click on GET DRAFT LINK to copy the link to the form
  Share the link as required
  Sign the form
  If a second signature is required - repeat the steps above
Once all signatories have signed the form, please SUBMIT the form for processing.

Important: This link provides access to all information entered into this form, please share with care.
I confirm I have read and accept these Terms and Conditions on behalf of {Org_Acc_holder}
{AUP1_full_name}
I confirm I have read and accept these Terms and Conditions on behalf of {Org_Acc_holder}
{AUP2_full_name}

Declaration & Consent
To finalise this request:
1. Review and accept the Terms and Conditions
2. Electronically sign the form
3. Submit your request
Terms and Conditions
- Privacy Policy - view here
- CDF Online Terms and Conditions - view here
- Electronic Verification of Identity Statement - view here
Disclosure:

The Fund is required by law to make the following disclosure. Investment in the Fund is only intended to attract investors whose primary purpose for making their investment is to support the charitable purposes of the Fund. Investors’ funds will be used to generate a return to the Fund that will be applied to further the charitable works of the Archdiocese of Melbourne and the Dioceses of Sale, Bunbury and Ballarat. The Fund is not prudentially supervised by the Australian Prudential Regulation Authority nor has it been examined or approved by the Australian Securities and Investments Commission (ASIC). An investor in the Fund will not receive the benefit of the financial claims scheme or the depositor protection provisions in the Banking Act 1959 (Cth). The investments that the Fund offers are not subject to the usual protections for investors under the Corporations Act (Cth) or regulation by ASIC. Investors may be unable to get some or all of their money back when the investor expects or at all and investments in the Fund are not comparable to investments with banks, finance companies or fund managers. The Fund’s identification statement may be viewed here or by contacting the Fund. The Fund does not hold an Australian Financial Services Licence.
I confirm I have read and accept these Terms and Conditions
{Clergy_full_name}

Submit This Form
To finalise and submit this form:
1. Select the submit button
2. Accept the electronic signature
Once submitted, this form will be sent to our Client Services Group who will process your application within 3 business days.
Should be Empty:

Term Investment Application

Account Holder Details

Who is submitting this request?

Account Holder Details

Term Investment Details

Source of Funds

Maturity Instructions

Account Authority

Authorised Signatories

Declaration & Consent

Declaration & Consent

Submit This Form