Acknowledgements
I/We confirm that the information provided is complete and accurate to the best of my/our knowledge.
I/We confirm that I/We am/are authorised to provide the personal details presented and I consent to my information being checked with the document issuer or official record holder via third party systems for the purpose of confirming my identify.
I/We understand that recommendations or advice given without complete information may not be appropriate to my/our needs.
I/We have received a Financial Services Guide Version from my adviser.
Privacy Statement
I/We acknowledge that any information acquired by us in the course of our engagement is subject to strict confidentiality requirements pursuant to our Privacy Policy.
I/We agree that you may use and retain my/our personal information and those of my/our related entities to provide financial services to me/us, unless I/we request you not to.
I/We give permission for my/our tax file number(s) including those of my/our related entities, to be held by my adviser, an authorised representative of IWM Advisors Australia Pty Ltd to be forwarded to financial institutions as requested or as necessary. I/We am/are aware that I/we have a right to refuse to provide my/our tax file number to us, however, it may result in taxation at highest marginal rate and/or loss of imputation credits.
I/We acknowledge that you may use my/our personal information to offer me/us products or services that may be of interest to me/us, unless I/we request you not to.
I/We acknowledge that periodic statements and correspondence from financial institutions may be forwarded directly to our office for data processing purposes, unless I/we request otherwise.
I/We agree to you contacting and providing me/us documents (including Financial Services Guides, Statements of Advice, Product Disclosure Statements, Fee Disclosure Statements and Renewal Notices) by electronic means (including email with hyperlinks), unless I/we request otherwise.