• 31-Day Mission Saver Application

    31-Day Mission Saver Application

  • Before you begin

    Please review the account features and eligibility criteria below before proceeding.

  •  Account Features:

    • Interest paid annually
    • No monthly or ongoing account fees
    • 31-day notice period for withdrawals
    • Access your account anytime through CDF Online

    Eligibility Criteria:

    • Available to individuals or joint account holders aged 18 years or older who are Australian citizens or permanent residents
    • Minimum opening amount of $100
    • An Australian mobile number is required

     

     

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

     

  • Application Details

    Application Details

  • Select the account type you would like to open with CDF*
  • How would you like to operate the account?
  • Account Holder Details

    Account Holder Details

    Primary Applicant
  • Date of Birth*
     - -
  • Format: 0000-000-000.

  • Important: Identity Verification Required

    Once your application is submitted, CDF will send an SMS to {AH1_Ph_No} with a unique link to complete an electronic identity verification.

    You will need:

    • A smartphone 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.

  • Is your Postal Address the same as above?*
  • Is {AH1_full_name} a tax resident in any country other than Australia?*
  • Does {AH1_full_name} require access to view the account online?*
  • Account Holder Details

    Account Holder Details

    Secondary Applicant (Joint Account)
  • Date of Birth*
     - -
  • Format: 0000-000-000.

  • Important: Identity Verification Required

    Once your application is submitted, CDF will send an SMS to {AH2_Ph_No} with a unique link to complete an electronic identity verification.

    You will need:

    • A smartphone 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.

  • Is your Postal Address the same as above?*
  • Is {AH2_full_name} a tax resident in any country other than Australia?*
  • Does {AH2_full_name} require access to view the account online?*
  • Initial Investment Details

    Initial Investment Details

  • Important:

    • The minimum initial invetsment amount is $100
    • All investments must be made in Australian dollars
  • Application Date
     - -

  • View the current interest rates on the CDF Website

  • Source of funds

    Source of funds

  • Important:

    CDF requires you to nominate an account ("The Account") from which we can direct debit the funds to establish 31-Day Mission Saver Account.

    • The 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
    • The account must be held in a personal capacity in your name
    • The account must be able to accept direct debits and direct credits
    • Funds must be available for debit when you apply for this new account
    • Funds may take up to 3 business days to clear from your ADI account
  • 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 before your 31-Day Mission Saver Account can be opened.

  • Recurring Payment Details

    Recurring Payment Details

  • Important:

    • The minimum recurring amount is $1
    • All investments must be made in Australian dollars
    • Recurring payments will be deducted from the account provided in the Source of Funds section
  • Start Date*
     - -
  • This deposit should*
  • End date*
     - -

  • Important:

    • The recurring direct debit payment end date must be after the start date.

  • Important: 

    • You will be required to contact and advise CDF to cancel the regular recurring Payment to your Mission Saver Plus account.
  • 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 
    • 31-Day Mission Saver Account nformation 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 can be found here

    • 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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