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CommSec Adviser Services

Specialised Investment Products and Solutions

Investment Lending Forms

Client Account Origination and Product Disclosure Documents Link
Investment Lending Application Form Download (PDF)
Investment Lending Application Form - for Wholesale Clients* Download (PDF)
Identity Verification Form Download (PDF)
Identification Documentation Requirements Download (PDF)
Job and Industry Classifications List Download (PDF)
Individual Tax Residency Self-Certification Form Download (PDF)
Organisation Tax Residency Self-Certification Form Download (PDF)
Product Disclosure Statement Download (PDF)
Terms and Conditions Download (PDF)
Interest Rate Flyer Download (PDF)
Accepted ASX Listed Securities List Download (PDF)
Accepted Managed Funds List Download (PDF)
Financial Services Guide Download (PDF)
Adviser Administration and Maintenance Link
New Adviser Form Download (PDF)
Additional Adviser Authority Form Download (PDF)
Change or Removal of Adviser Form Download (PDF)
Change of Dealer Group Form Download (PDF)
Client Administration and Maintenance Link
Change of Personal Contact Details Form Download (PDF)
Change of Personal Name Form Download (PDF)
Change of Company or Trust Details Form Download (PDF)
Change of Company Account Operators Form Download (PDF)
Additional Authority Form Download (PDF)
Broker to Broker Transfer Form Download (PDF)
Credit Limit Increase Application Form Download (PDF)
Direct Debit/Direct Credit Request Form Download (PDF)
Fixed Interest Request Form Download (PDF)
Loan Closure or Repayment Form Download (PDF)
Listed Securities Settlement Instructions Download (PDF)
Refinance Authority Form Download (PDF)
Managed Fund Investment Form Download (PDF)
Redemption, Reinvestment & Switch Form Download (PDF)
Regular Gearing Amendment Form Download (PDF)
Standard Transfer Form - Security Lodgement Download (PDF)
Standard Transfer Form- Security Release Download (PDF)
Accelerator Cash Account Security Lodgement Form Download (PDF)
Investment Loan Covered Call Agreement Form Download (PDF)
Statutory Declaration Download (PDF)
Estate Management Notification form Download (PDF)
Estate Management Disbursement form Download (PDF)

ACA Cash Forms

Client Account Origination and Product Disclosure Documents Link
Identity Verification Form Download (PDF)
Identification Documentation Requirements Download (PDF)
Job and Industry Classifications List Download (PDF)
Individual Tax Residency Self-Certification Form Download (PDF)
Organisation Tax Residency Self-Certification Form Download (PDF)
General Information Statement Download (PDF)
Terms and Conditions Download (PDF)
Electronic Banking Terms and Conditions Download (PDF)
International Transfer Fees Download (PDF)
Interest Rate Flyer Download (PDF)
Banking Service Fees Download (PDF)
Financial Services Guide Download (PDF)
Adviser Administration and Maintenance Link
New Adviser Form Download (PDF)
Additional Adviser Authority Form Download (PDF)
Change or Removal of Adviser Form Download (PDF)
Change of Dealer Group Form Download (PDF)
Client Administration and Maintenance Link
Dealer Group Bank Account Nomination Form Download (PDF)
Change of Personal Contact Details Form Download (PDF)
Change of Personal Name Form Download (PDF)
Change of Company or Trust Details Form Download (PDF)
Change of Company Account Operators Form Download (PDF)
Additional Authority Form Download (PDF)
Adviser Authority to Operate Form Download (PDF)
Transfer Request Form Download (PDF)
Periodic Payment Authority Form Download (PDF)
Account Closure Request Form Download (PDF)
Authority to Operate Authorised Signatory Amendment Form Download (PDF)
Corporate Authority to Operate Form Download (PDF)
Authority to Operate Authorised Signatory Registration Form Download (PDF)
Direct Credit Nomination Form Download (PDF)
Estate Management Notification form Download (PDF)
Estate Management Disbursement form Download (PDF)

CALIA+ Forms

Note: Applications are no longer accepted for the CALIA+ product. Link
Terms and Conditions Download (PDF)
Adviser Administration and Maintenance Link
New Adviser Form Download (PDF)
Additional Adviser Authority Form Download (PDF)
Change or Removal of Adviser Form Download (PDF)
Change of Dealer Group Form Download (PDF)
Client Administration and Maintenance Link
Fixed Sub-Account Form Download (PDF)
Discharge/Refinance Authority.
Use this online form to arrange for release of security and to provide instructions for disbursement of funds.
  1. Complete online, download and print the form
  2. Have all borrowers and guarantors sign
  3. Email to investmentlending@cba.com.au once completed
Download (PDF)
Funds Transfer Form Download (PDF)
Estate Management Notification form Download (PDF)
Estate Management Disbursement form Download (PDF)

*Wholesale applicants are required to provide a copy of a certificate issued by a qualified accountant (as defined in the Corporations Act) that states that net assets of at least AUD2.5million; or a gross income for each of the last two financial years of at least AUD250,000 a year.