• Mission Saver Plus Application

    Mission Saver Plus Application

  • Before you begin

    Please review the account features and eligibility criteria below before proceeding

    Account Features

    • Interest paid monthly
    • No monthly or ongoing account fees
    • Access your account anytime through CDF Online
    • Earn a bonus interest rate when you deposit more money than you withdraw each month, by at least $1 (not including interest earned)

    Eligibility

    • Mission Saver Plus accounts are available to individuals or joint account holders who are employees of Catholic organisations (supported by proof of employment)
    • Mission Saver Plus accounts are not available to individuals who are not employees of Catholic organisations - view other account options
    • Account holders must be aged 18 years or older and an Australian Citizen or Permanent Resident
    • Minimum initial investment amount of $100

     

    If you have any questions or need support with your application, 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*
  • Are you an employee of a Catholic organisation?*
  • Are both account holders employees of a Catholic organisation?*
  • How would you like to operate the account?

  • Important:

    To be eligible for a Mission Saver Plus account, account holders must be employees of a Catholic organisation.

    View other available products.

  • NOTE:

    To be eligible for a Joint Mission Saver Plus account, both account holders must be employees of a Catholic organisation.

     

  • Do you want to proceed as a sole account holder of the Mission Saver Plus account?*

  • Important:

    This application does not meet the eligibility criteria for a Mission Saver Plus Account.

    View other available products.

     

  • 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?*
  • Are you a tax resident in any country other than Australia?*
  • Does {AH1_full_name} require access to view the account online?*
  • Select the type of supporting document you wish to provide as proof of employment with Catholic Organisation.*

  • Note:

    An email will be sent to {AH1_Work_Email} by a member of our Client Services team. Kindly acknowledge the email to confirm employment with a Catholic organisation.

     

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  • Note:

    Thank you for uploading your payslip. A member of our Client Services team will review the document as part of the application process. We may contact your employer to confirm employment details.

     

  • 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?*
  • Are you a tax resident in any country other than Australia?*
  • Does {AH2_full_name} require access to view the account online?*
  • Select the type of supporting document you wish to provide as proof of employment with Catholic Organisation.*

  • Note:

    An email will be sent to {AH2_Work_Email} by a member of our Client Services team. Kindly acknowledge the email to confirm employment with a Catholic organisation.

     

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Note:

    Thank you for uploading your payslip. A member of our Client Services team will review the document as part of the application process. We may contact your employer to confirm employment details.

     

  • Initial Investment Details

    Initial Investment Details

  • Important:

    • The minimum opening 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 your Mission Saver Plus 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 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 Mission Saver Plus 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 recurring amount should*
  • End Date*
     - -

  • Important: 

    • The  regular recurring 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
    • Mission Saver Plus Information 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
    • Financial Services Guide issued by the Fund
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