Account Amendment Authority

Account Amendment Authority
Before you begin

Please confirm this is the right form for your request. Use this form to:
- Add or remove authorised persons (account signatories or CDF Online users)
- Close transaction or savings accounts
- Update account holder contact details
Eligibility

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

If you need support with this form please contact our Client Services Group
- Call: 1800 134 135
- Email: csg@melbcdf.org.au
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
Account Holder Type

Account Holder Details
Account Holder Name
CDF Client Number
Select Industry or Sector
Governing Education Body
Physical Address
Contact Number
Format: (00) 0000-0000.

Account Holder Details
Full Name

First NameMiddle NameLast Name
CDF Client Number
Date of Birth

DayMonthYear
Date
Residential Address
Contact Number
Please enter a valid phone number.Format: 0000000000.
{Clergy_full_name}'s Email
example@example.com

Amendment Requirements
Amendment Requirements
Would you like these changes to take place on a specific date?
Please allow a minimum of 3 business days for processing.
When would you like these changes to take effect?

DayMonthYear
Date

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

Please provide your details as the person submitting this request on behalf of {accountHolder10}:
- Name, role, contact number, and email
Important: You must have permission to submit this request on behalf of {accountHolder10}, 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 business hours number.Format: (00) 0000-0000.
Contact Email
example@example.com

Account Authority
Account Authority

Please provide the details of the person or persons who will authorise this request on behalf of {accountHolder10}:
- Full name
- Role or position title
- Email address
- Consent to receive and sign documents electronically
Important: Each authorised person will be asked to sign this form electronically, either on screen or using a mouse. All authorised persons must hold Transact & Amend authority on behalf of {accountHolder10}.
How many authorised person(s) will sign this form?
- Authorised Person One
- Full Name
  
  First NameLast Name
- Role or Position Title
- Email
  example@example.com
- Authorised Person Two
- Full Name
  
  First NameLast Name
- Role or Position Title
- Email
  example@example.com

Add Account Signatories and CDF Online Users
Please provide the following details for each new account signatory or CDF Online user:
- Full name, date of birth, and residential address
- Contact number and email
Identification Requirements

Each new signatory or CDF Online user must be identified before being added to CDF accounts and services. The following steps will apply:
- Certificate of Identity (COI): the person must complete and sign this document to meet identification requirements. The completed COI must be attached before submitting this form
- Specimen Signature Card: the person must complete and sign this document to meet signature verification requirements. The signed card must be attached before submitting this form
- Electronic Verification of Identity: CDF will send the person an identity verification and consent to being added as an authorised person SMS with a unique link to complete
Access Options

Select the access level for each person being added:
- Authorised Signatory with CDF Online Access: adds the person as an account signatory with full CDF Online access. Choose from:
  - Transact: authorised to operate and transact on nominated accounts, initiate or authorise CDF Online transactions, and view balances and transaction history
  - Transact & Amend: all Transact permissions, plus the ability to make changes to nominated accounts
- CDF Online User (no signatory authority): provides CDF Online access only. Choose from:
  - Data Entry: can initiate transactions and view balances and transaction history, but is not an account signatory
  - View Only: can view balances and transaction history only, cannot initiate transactions, and is not an account signatory
- Add Person 1
- Full Name
  
  First NameMiddle NameLast Name
- Please select access type
- Signatory access level
- CDF Online access level
- Transaction Authorisation Limit
- Which accounts can {AS1_full_name} access?
- How many accounts should {AS1_full_name} be added to?
- Account Number 1
  Please enter the account number including suffix eg 1234567S21
- Account Number 2
  Please enter the account number including suffix eg 1234567S21
- Account Number 3
  Please enter the account number including suffix eg 1234567S21
- Account Number 4
  Please enter the account number including suffix eg 1234567S21
- Account Number 5
  Please enter the account number including suffix eg 1234567S21
- Account Number 6
  Please enter the account number including suffix eg 1234567S21
- Account Number 7
  Please enter the account number including suffix eg 1234567S21
- Account Number 8
  Please enter the account number including suffix eg 1234567S21
- Account Number 9
  Please enter the account number including suffix eg 1234567S21
- Account Number 10
  Please enter the account number including suffix eg 1234567S21
- Has {AS1_full_name} presented identification to CDF in the past 24 months?
- Important: {AS1_full_name} requires identification
  
  As {AS1_full_name} is a new signatory or CDF Online user, CDF requires the following information and documents to onboard them:
  - Certificate of Identity (COI) - {AS1_full_name} must complete and sign this document to meet identification requirements. You must attach the completed COI before submitting this application
  - Specimen Signature Card - {AS1_full_name} must complete and sign this document to meet signature verification requirements. You must attach the signed document before submitting this application
  - Electronic Verification of Identity - CDF will send {AS1_full_name} an SMS with a unique link, requiring them to complete electronic verification of identification and consent to be added as an authorised person
- Download Certificate of Identity
- Download Specimen Signature Card
- Date of Birth
  
  DayMonthYear
  Date
- Residential Address
- Contact Number
  Mobile Number requiredFormat: 0000-000-000.
- Email
  example@example.com
- Add another person?
- Add Person 2
- Full Name
  
  First NameMiddle NameLast Name
- Please select access type
- Signatory access level
- CDF Online access level
- Transaction Authorisation Limit
- Which accounts can {AS2_full_name} access?
- How many accounts should {AS2_full_name} be added to?
- Account Number 1
  Please enter the account number including suffix eg 1234567S21
- Account Number 2
  Please enter the account number including suffix eg 1234567S21
- Account Number 3
  Please enter the account number including suffix eg 1234567S21
- Account Number 4
  Please enter the account number including suffix eg 1234567S21
- Account Number 5
  Please enter the account number including suffix eg 1234567S21
- Account Number 6
  Please enter the account number including suffix eg 1234567S21
- Account Number 7
  Please enter the account number including suffix eg 1234567S21
- Account Number 8
  Please enter the account number including suffix eg 1234567S21
- Account Number 9
  Please enter the account number including suffix eg 1234567S21
- Account Number 10
  Please enter the account number including suffix eg 1234567S21
- Has {AS2_full_name} presented identification to CDF in the past 24 months?
- Important: {AS2_full_name} requires identification
  
  As {AS2_full_name} is a new signatory or CDF Online user, CDF requires the following information and documents to onboard them:
  - Certificate of Identity (COI) - {AS2_full_name} must complete and sign this document to meet identification requirements. You must attach the completed COI before submitting this application
  - Specimen Signature Card - {AS2_full_name} must complete and sign this document to meet signature verification requirements. You must attach the signed document before submitting this application
  - Electronic Verification of Identity - CDF will send {AS2_full_name} an SMS with a unique link, requiring them to complete electronic verification of identification and consent to be added as an authorised person
- Download Certificate of Identity
- Download Specimen Signature Card
- Date of Birth
  
  DayMonthYear
  Date
- Residential Address
- Contact Number
  Mobile Number requiredFormat: 0000-000-000.
- Email
  example@example.com
- Add another person?
- Add Person 3
- Full Name
  
  First NameMiddle NameLast Name
- Please select access type
- Signatory access level
- CDF Online access level
- Transaction Authorisation Limit
- Which accounts can {AS3_full_name} access?
- How many accounts should {AS3_full_name} be added to?
- Account Number 1
  Please enter the account number including suffix eg 1234567S21
- Account Number 2
  Please enter the account number including suffix eg 1234567S21
- Account Number 3
  Please enter the account number including suffix eg 1234567S21
- Account Number 4
  Please enter the account number including suffix eg 1234567S21
- Account Number 5
  Please enter the account number including suffix eg 1234567S21
- Account Number 6
  Please enter the account number including suffix eg 1234567S21
- Account Number 7
  Please enter the account number including suffix eg 1234567S21
- Account Number 8
  Please enter the account number including suffix eg 1234567S21
- Account Number 9
  Please enter the account number including suffix eg 1234567S21
- Account Number 10
  Please enter the account number including suffix eg 1234567S21
- Has {AS3_full_name} presented identification to CDF in the past 24 months?
- Important: {AS3_full_name} requires identification
  
  As {AS3_full_name} is a new signatory or CDF Online user, CDF requires the following information and documents to onboard them:
  - Certificate of Identity (COI) - {AS3_full_name} must complete and sign this document to meet identification requirements. You must attach the completed COI before submitting this application
  - Specimen Signature Card - {AS3_full_name} must complete and sign this document to meet signature verification requirements. You must attach the signed document before submitting this application
  - Electronic Verification of Identity - CDF will send {AS3_full_name} an SMS with a unique link, requiring them to complete electronic verification of identification and consent to be added as an authorised person
- Download Certificate of Identity
- Download Specimen Signature Card
- Date of Birth
  
  DayMonthYear
  Date
- Residential Address
- Contact Number
  Mobile Number requiredFormat: 0000-000-000.
- Email
  example@example.com
- Add another person?
- Add Person 4
- Full Name
  
  First NameMiddle NameLast Name
- Please select access type
- Signatory access level
- CDF Online access level
- Transaction Authorisation Limit
- Which accounts can {AS4_full_name} access?
- How many accounts should {AS4_full_name} be added to?
- Account Number 1
  Please enter the account number including suffix eg 1234567S21
- Account Number 2
  Please enter the account number including suffix eg 1234567S21
- Account Number 3
  Please enter the account number including suffix eg 1234567S21
- Account Number 4
  Please enter the account number including suffix eg 1234567S21
- Account Number 5
  Please enter the account number including suffix eg 1234567S21
- Account Number 6
  Please enter the account number including suffix eg 1234567S21
- Account Number 7
  Please enter the account number including suffix eg 1234567S21
- Account Number 8
  Please enter the account number including suffix eg 1234567S21
- Account Number 9
  Please enter the account number including suffix eg 1234567S21
- Account Number 10
  Please enter the account number including suffix eg 1234567S21
- Has {AS4_full_name} presented identification to CDF in the past 24 months?
- Important: {AS4_full_name} requires identification
  
  As {AS4_full_name} is a new signatory or CDF Online user, CDF requires the following information and documents to onboard them:
  - Certificate of Identity (COI) - {AS4_full_name} must complete and sign this document to meet identification requirements. You must attach the completed COI before submitting this application
  - Specimen Signature Card - {AS4_full_name} must complete and sign this document to meet signature verification requirements. You must attach the signed document before submitting this application
  - Electronic Verification of Identity - CDF will send {AS4_full_name} an SMS with a unique link, requiring them to complete electronic verification of identification and consent to be added as an authorised person
- Download Certificate of Identity
- Download Specimen Signature Card
- Date of Birth
  
  DayMonthYear
  Date
- Residential Address
- Contact Number
  Mobile Number requiredFormat: 0000-000-000.
- Email
  example@example.com
- Add another person?
- Add Person 5
- Full Name
  
  First NameMiddle NameLast Name
- Please select access type
- Signatory access level
- CDF Online access level
- Transaction Authorisation Limit
- Which accounts can {AS5_full_name} access?
- How many accounts should {AS5_full_name} be added to?
- Account Number 1
  Please enter the account number including suffix eg 1234567S21
- Account Number 2
  Please enter the account number including suffix eg 1234567S21
- Account Number 3
  Please enter the account number including suffix eg 1234567S21
- Account Number 4
  Please enter the account number including suffix eg 1234567S21
- Account Number 5
  Please enter the account number including suffix eg 1234567S21
- Account Number 6
  Please enter the account number including suffix eg 1234567S21
- Account Number 7
  Please enter the account number including suffix eg 1234567S21
- Account Number 8
  Please enter the account number including suffix eg 1234567S21
- Account Number 9
  Please enter the account number including suffix eg 1234567S21
- Account Number 10
  Please enter the account number including suffix eg 1234567S21
- Has {AS5_full_name} presented identification to CDF in the past 24 months?
- Important: {AS5_full_name} requires identification
  
  As {AS5_full_name} is a new signatory or CDF Online user, CDF requires the following information and documents to onboard them:
  - Certificate of Identity (COI) - {AS5_full_name} must complete and sign this document to meet identification requirements. You must attach the completed COI before submitting this application
  - Specimen Signature Card - {AS5_full_name} must complete and sign this document to meet signature verification requirements. You must attach the signed document before submitting this application
  - Electronic Verification of Identity - CDF will send {AS5_full_name} an SMS with a unique link, requiring them to complete electronic verification of identification and consent to be added as an authorised person
- Download Certificate of Identity
- Download Specimen Signature Card
- Date of Birth
  
  DayMonthYear
  Date
- Residential Address
- Contact Number
  Mobile Number requiredFormat: 0000-000-000.
- Email
  example@example.com
- Add another person?
- Add Person 6
- Full Name
  
  First NameMiddle NameLast Name
- Please select access type
- Signatory access level
- CDF Online access level
- Transaction Authorisation Limit
- Which accounts can {AS6_full_name} access?
- How many accounts should {AS6_full_name} be added to?
- Account Number 1
  Please enter the account number including suffix eg 1234567S21
- Account Number 2
  Please enter the account number including suffix eg 1234567S21
- Account Number 3
  Please enter the account number including suffix eg 1234567S21
- Account Number 4
  Please enter the account number including suffix eg 1234567S21
- Account Number 5
  Please enter the account number including suffix eg 1234567S21
- Account Number 6
  Please enter the account number including suffix eg 1234567S21
- Account Number 7
  Please enter the account number including suffix eg 1234567S21
- Account Number 8
  Please enter the account number including suffix eg 1234567S21
- Account Number 9
  Please enter the account number including suffix eg 1234567S21
- Account Number 10
  Please enter the account number including suffix eg 1234567S21
- Has {AS6_full_name} presented identification to CDF in the past 24 months?
- Important: {AS6_full_name} requires identification
  
  As {AS6_full_name} is a new signatory or CDF Online user, CDF requires the following information and documents to onboard them:
  - Certificate of Identity (COI) - {AS6_full_name} must complete and sign this document to meet identification requirements. You must attach the completed COI before submitting this application
  - Specimen Signature Card - {AS6_full_name} must complete and sign this document to meet signature verification requirements. You must attach the signed document before submitting this application
  - Electronic Verification of Identity - CDF will send {AS6_full_name} an SMS with a unique link, requiring them to complete electronic verification of identification and consent to be added as an authorised person
- Download Certificate of Identity
- Download Specimen Signature Card
- Date of Birth
  
  DayMonthYear
  Date
- Residential Address
- Contact Number
  Mobile Number requiredFormat: 0000-000-000.
- Email
  example@example.com
- Add another person?
- Add Person 7
- Full Name
  
  First NameMiddle NameLast Name
- Please select access type
- Signatory access level
- CDF Online access level
- Transaction Authorisation Limit
- Which accounts can {AS7_full_name} access?
- How many accounts should {AS7_full_name} be added to?
- Account Number 1
  Please enter the account number including suffix eg 1234567S21
- Account Number 2
  Please enter the account number including suffix eg 1234567S21
- Account Number 3
  Please enter the account number including suffix eg 1234567S21
- Account Number 4
  Please enter the account number including suffix eg 1234567S21
- Account Number 5
  Please enter the account number including suffix eg 1234567S21
- Account Number 6
  Please enter the account number including suffix eg 1234567S21
- Account Number 7
  Please enter the account number including suffix eg 1234567S21
- Account Number 8
  Please enter the account number including suffix eg 1234567S21
- Account Number 9
  Please enter the account number including suffix eg 1234567S21
- Account Number 10
  Please enter the account number including suffix eg 1234567S21
- Has {AS7_full_name} presented identification to CDF in the past 24 months?
- Important: {AS7_full_name} requires identification
  
  As {AS7_full_name} is a new signatory or CDF Online user, CDF requires the following information and documents to onboard them:
  - Certificate of Identity (COI) - {AS7_full_name} must complete and sign this document to meet identification requirements. You must attach the completed COI before submitting this application
  - Specimen Signature Card - {AS7_full_name} must complete and sign this document to meet signature verification requirements. You must attach the signed document before submitting this application
  - Electronic Verification of Identity - CDF will send {AS7_full_name} an SMS with a unique link, requiring them to complete electronic verification of identification and consent to be added as an authorised person
- Download Certificate of Identity
- Download Specimen Signature Card
- Date of Birth
  
  DayMonthYear
  Date
- Residential Address
- Contact Number
  Mobile Number requiredFormat: 0000-000-000.
- Email
  example@example.com
- Add another person?
- Add Person 8
- Full Name
  
  First NameMiddle NameLast Name
- Please select access type
- Signatory access level
- CDF Online access level
- Transaction Authorisation Limit
- Which accounts can {AS8_full_name} access?
- How many accounts should {AS8_full_name} be added to?
- Account Number 1
  Please enter the account number including suffix eg 1234567S21
- Account Number 2
  Please enter the account number including suffix eg 1234567S21
- Account Number 3
  Please enter the account number including suffix eg 1234567S21
- Account Number 4
  Please enter the account number including suffix eg 1234567S21
- Account Number 5
  Please enter the account number including suffix eg 1234567S21
- Account Number 6
  Please enter the account number including suffix eg 1234567S21
- Account Number 7
  Please enter the account number including suffix eg 1234567S21
- Account Number 8
  Please enter the account number including suffix eg 1234567S21
- Account Number 9
  Please enter the account number including suffix eg 1234567S21
- Account Number 10
  Please enter the account number including suffix eg 1234567S21
- Has {AS8_full_name} presented identification to CDF in the past 24 months?
- Important: {AS8_full_name} requires identification
  
  As {AS8_full_name} is a new signatory or CDF Online user, CDF requires the following information and documents to onboard them:
  - Certificate of Identity (COI) - {AS8_full_name} must complete and sign this document to meet identification requirements. You must attach the completed COI before submitting this application
  - Specimen Signature Card - {AS8_full_name} must complete and sign this document to meet signature verification requirements. You must attach the signed document before submitting this application
  - Electronic Verification of Identity - CDF will send {AS8_full_name} an SMS with a unique link, requiring them to complete electronic verification of identification and consent to be added as an authorised person
- Download Certificate of Identity
- Download Specimen Signature Card
- Date of Birth
  
  DayMonthYear
  Date
- Residential Address
- Contact Number
  Mobile Number requiredFormat: 0000-000-000.
- Email
  example@example.com
- Add another person?
- Add Person 9
- Full Name
  
  First NameMiddle NameLast Name
- Please select access type
- Signatory access level
- CDF Online access level
- Transaction Authorisation Limit
- Which accounts can {AS9_full_name} access?
- How many accounts should {AS9_full_name} be added to?
- Account Number 1
  Please enter the account number including suffix eg 1234567S21
- Account Number 2
  Please enter the account number including suffix eg 1234567S21
- Account Number 3
  Please enter the account number including suffix eg 1234567S21
- Account Number 4
  Please enter the account number including suffix eg 1234567S21
- Account Number 5
  Please enter the account number including suffix eg 1234567S21
- Account Number 6
  Please enter the account number including suffix eg 1234567S21
- Account Number 7
  Please enter the account number including suffix eg 1234567S21
- Account Number 8
  Please enter the account number including suffix eg 1234567S21
- Account Number 9
  Please enter the account number including suffix eg 1234567S21
- Account Number 10
  Please enter the account number including suffix eg 1234567S21
- Has {AS9_full_name} presented identification to CDF in the past 24 months?
- Important: {AS9_full_name} requires identification
  
  As {AS9_full_name} is a new signatory or CDF Online user, CDF requires the following information and documents to onboard them:
  - Certificate of Identity (COI) - {AS9_full_name} must complete and sign this document to meet identification requirements. You must attach the completed COI before submitting this application
  - Specimen Signature Card - {AS9_full_name} must complete and sign this document to meet signature verification requirements. You must attach the signed document before submitting this application
  - Electronic Verification of Identity - CDF will send {AS9_full_name} an SMS with a unique link, requiring them to complete electronic verification of identification and consent to be added as an authorised person
- Download Certificate of Identity
- Download Specimen Signature Card
- Date of Birth
  
  DayMonthYear
  Date
- Residential Address
- Contact Number
  Mobile Number requiredFormat: 0000-000-000.
- Email
  example@example.com
- Add another person?
- Add Person 10
- Full Name
  
  First NameMiddle NameLast Name
- Please select access type
- Signatory access level
- CDF Online access level
- Transaction Authorisation Limit
- Which accounts can {AS10_full_name} access?
- How many accounts should {AS10_full_name} be added to?
- Account Number 1
  Please enter the account number including suffix eg 1234567S21
- Account Number 2
  Please enter the account number including suffix eg 1234567S21
- Account Number 3
  Please enter the account number including suffix eg 1234567S21
- Account Number 4
  Please enter the account number including suffix eg 1234567S21
- Account Number 5
  Please enter the account number including suffix eg 1234567S21
- Account Number 6
  Please enter the account number including suffix eg 1234567S21
- Account Number 7
  Please enter the account number including suffix eg 1234567S21
- Account Number 8
  Please enter the account number including suffix eg 1234567S21
- Account Number 9
  Please enter the account number including suffix eg 1234567S21
- Account Number 10
  Please enter the account number including suffix eg 1234567S21
- Has {AS10_full_name} presented identification to CDF in the past 24 months?
- Important: {AS10_full_name} requires identification
  
  As {AS10_full_name} is a new signatory or CDF Online user, CDF requires the following information and documents to onboard them:
  - Certificate of Identity (COI) - {AS10_full_name} must complete and sign this document to meet identification requirements. You must attach the completed COI before submitting this application
  - Specimen Signature Card - {AS10_full_name} must complete and sign this document to meet signature verification requirements. You must attach the signed document before submitting this application
  - Electronic Verification of Identity - CDF will send {AS10_full_name} an SMS with a unique link, requiring them to complete electronic verification of identification and consent to be added as an authorised person
- Download Certificate of Identity
- Download Specimen Signature Card
- Date of Birth
  
  DayMonthYear
  Date
- Residential Address
- Contact Number
  Mobile Number requiredFormat: 0000-000-000.
- Email
  example@example.com

Delete Existing Signatories or CDF Online Users
Please provide details of the person(s) to be removed from your accounts and CDF Online.
- Full Name
- Access Type
Important: CDF will remove all account and CDF Online access for each person listed.
Delete Authorised Person(s)

Close Account
Close Account

Please provide the details of the transaction or savings account you want to close.

This includes:
- Account Number
- Destination account details for your closing balance
- Confirmation of the destination account details (when requesting funds are credited to a non-CDF account)
Important: This form cannot be used to take instructions for the closure of Term Investments. Please visit the CDF website to provide Term Investment Instructions.
Close Account Number
Credit Closing Balance To
This includes accrued interest (if applicable)
Credit to CDF Account

Has CDF previously credited funds to this account?
Upload a bank statement header to confirm the destination account details

Bank statement header must include account name, BSB and account number. Please mask transaction details.
Cancelof

Rows	Account Details
Account Name
BSB
Account Number
Name of FInancial Institution

Update Account Holder Contact Details
Update Account Holder Contact Details

In this section we will ask you to enter updated contact details for the account holder.

This includes:
- Residential Address
- Postal Address
- Contact Number
- Email
Important: These details will be applied to all accounts held with CDF.
Select the details you want to update - you may select multiple options
Residential Address

Street Address

Street Address Line 2

City/TownState / Territory

Post Code
Postal Address

Street Address or PO Box

Street Address Line 2

City/TownState / Territory

Post Code
Contact Number
Please enter a valid phone number.Format: (00) 0000-0000.
Email

Declaration & Consent
To finalise this request:
1. Review and accept Terms and Conditions
2. Submit your request
3. Click to the electronic signature acceptance when this appears on screen
Terms and Conditions

I/we confirm I/we have reviewed and accept the following Terms and Conditions:
- Privacy Policy - view CDF's Privacy policy here
- CDF Online Terms and Conditions - view CDF Online Terms and Conditions here
- Electronic Verification of Identity Statement - view Electronic Verification of Identity Statement here
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 the account 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 the account holder
- I/we confirm that all Authorised Person(s) listed in this request are authorised to act on behalf of the account 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
2. Open the email to access the form
3. Sign the form
4. 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
2. Share the link as required
3. Sign the form
4. 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
Signed by {AUP1_full_name}
I confirm I have read and accept these Terms and Conditions
Signed by {AUP2_full_name}

Declaration & Consent
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1. Review and accept Terms and Conditions
2. Submit your request
3. Click to the electronic signature acceptance when this appears on screen
Terms and Conditions
- Privacy Policy - view CDF's Privacy policy here
- CDF Online Terms and Conditions - view CDF Online Terms and Conditions here
- Electronic Verification of Identity Statement - view Electronic Verification of Identity Statement here
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}

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