• Term Investment Application

    Term Investment Application

  • Before you begin

    Please review the account features and eligibility criteria below before proceeding

    Account Features:

    • Choose a fixed term from 1 to 24 months at a fixed interest rate
    • Interest is paid at maturity for terms of 12 months or less; annually and on maturity for terms greater than 12 months
    • No monthly or ongoing account fees
    • Access your account anytime through CDF Online

    Eligibility Criteria:

    • Available to Individuals or Joint account holders who are 18 years or older and an Australian Citizen or Permanent Resident
    • Minimum opening amount of $2,000

     

     

    If you have any questions, please contact our Client Services Group on 1800 134 135.

     

  • Application Details

    Application Details

  • How would you like to operate the account?
  • Account Holder Details

    Account Holder Details

    Primary Applicant

  • Identification Required

    Once your application is submitted, CDF will send an SMS with a unique link to complete an electronic identity verification.

    You will need:

    • A smart phone or tablet; and
    • At least one form of government-issued photo ID, such as a driver's licence or passport

    Please note: CDF Community Fund is unable to open an account until this process has been completed.

  • Date of Birth *
     - -
  • Is your Postal Address the same as above?*
  • Format: 0000-000-000.
  • Does {AH1_full_name} require access to view the Term Investment online?*
  • Account Holder Details

    Account Holder Details

    Secondary Applicant (Joint Account)

  • Identification Required

    Once your application is submitted, CDF will send an SMS with a unique link to complete an electronic identity verification.

    You will need:

    • A smart phone or tablet; and
    • At least one form of government-issued photo ID, such as a driver's licence or passport

    Please note: CDF Community Fund is unable to open an account until this process has been completed.

  • Date of Birth *
     - -
  • Is your Postal Address the same as above?*
  • Format: 0000-000-000.
  • Does {AH2_full_name} require access to view the Term Investment online?*
  • Term Investment Details

    Term Investment Details

  • Important:

    • The minimum initial investment required to open a Term Investment is $2000
    • All investments must be made in Australian Dollars

  • View the current interest rates on the CDF Website

  • Source of funds

    Source of funds

  • Important:

    CDF requires you to nominate an account from which we can direct debit the funds to establish your Term Investment:

    • This account may be held with the CDF Community Fund, or with an Australian Authorised Deposit-Taking Institution (ADI) such as a bank or credit union
    • This account must be held in a personal capacity in your name
    • This account must be able to accept direct debits and direct credits
    • Funds must be available for debit when you apply for this Term Investment
    • Funds may take up to 3 business days to clear from your ADI account
    • Investment date wil be the same date CDF receives the funds
  • Please select the source of funds to establish the Term Investment*
  • Has this account been credited or debited by CDF in the past?

  • Important: Account Verification

    Please upload a bank statement header showcasing the corresponding account name, BSB, account number, and financial institution for verification purposes.

  • Do you want to upload a copy of the bank statement header now?*
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  • Important:

    A bank statement header is required to verify your account. If not provided, our Client Services team will contact you to request the document corresponding above information before your Term Investment account can be opened.

  • *I/We request and authorise CDF Community Fund (User 516301) to debit and/or change any amount through the Bulk Electronic Clearing System (BECS) from an account held at the financial institution listed below, subject to the terms and conditions of the Direct Debit Request Service Agreement. To verify your external account details, CDF requires confirmation of your account information. We will ask you to provide a bank account statement header that shows your full name(s), address, bank name, BSB, and account number.

  • Declaration and Consent

    Declaration and Consent

  • Finalise your application

    Before you submit your application, please review and accept the Terms and Conditions below.

    Terms and Conditions

    • Privacy Policy
    • CDF Online Terms & Conditions
    • Electronic Verification of Identity Statement 
    • Term Investment Information Statement

    Disclosure Statement

    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. Investor’s funds will be used to generate a return to the Fund that will be applied to further the charitable works of the Catholic Church. 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. The Fund has entered into an intermediary authorisation with CDFCF AFSL Limited ABN 49 622 976 747, AFSL No. 504202 to issue and deal in debentures.

    Other important information

    • Foreign Account Tax Compliance Act  (FATCA) and Common Reporting Standard (CRS) Statement 
    • Hardship Policy
    • Financial Services Guide issued by the Fund
       
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