Ready? Let’s work through the next steps to open your investment account.

Let's get started

Now it’s time to complete your account application! If you have any questions or need assistance along the way, our friendly team is just a message away and ready to support you every step of the way.

How to contact us

08 6244 2104 support@woodchestercapital.com

Account Type

Which account type would you like to open?

Single Account

Ideal for individuals looking to manage personal finances in one account.

Joint Account

Suitable for couples or partners who wish to share and manage finances together.

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Primary Account Holder Details

Who will be the primary account holder on the account?

Title *

First Name *

Last Name *

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What is the primary account holder's date of birth?

Date of Birth *

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What is the primary account holder's current occupation?

Employment Status *

Company Name *

Job Title *

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Where can we reach the primary account holder?

Please provide the primary account holder's home address. This address will be used for correspondence purposes.

Street Address *

City or Suburb *

State, Province or Region *

Postal Code or Zip *

Country *

Mobile Number *

Other Number

Email Address *

Preferred Contact Method

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Upload documents to verify the primary account holder's identity.

To comply with Anti-Money Laundering (AML) regulations, please upload the following documents for identity verification: a recent bank statement and a valid government-issued ID (e.g., passport, driver’s license, or national ID card) to ensure the security and integrity of our services.

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Secondary Holder Details

Who will be the secondary account holder on the account?

Title *

First Name *

Last Name *

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What is the secondary account holder's date of birth?

Date of Birth *

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Where can we reach the secondary account holder?

Please provide the secondary account holder's home address. This address will be used for correspondence purposes.

Copy address details from primary account holder

Street Address *

City or Suburb *

State, Province or Region *

Postal Code or Zip *

Country *

Mobile Number *

Other Number

Email Address *

Preferred Contact Method *

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Upload documents to verify the secondary account holder's identity.

To comply with Anti-Money Laundering (AML) regulations, please upload the following documents for identity verification: a recent proof of address (e.g., utility bill or bank statement) and a valid government-issued ID (e.g., passport, driver’s license, or national ID card) to ensure the security and integrity of our services.

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Settlement Details

Where would you like your funds to be settled?

Bank Name *

Bank Branch Location *

Bank Account Name *

Account Number *

BSB Number *

Tax File Number *

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Terms & Conditions

Kindly review the terms for opening an account

By submitting your application, you acknowledge that you have read, understood, and agree to be bound by our Acount Terms and Conditions. If you have any questions or require further clarification, please do not hesitate to contact us for assistance.

Authorised Signature/s & Terms Acceptance

Signatures required to authorise and verify your account

This form must be signed by all applicants or their authorised representatives. By entering your name in the signature field, you are providing an electronic signature. You acknowledge that your electronic signature carries the same legal validity and effect as a handwritten signature and is equally binding.

Primary Account Holder, Company Director, Director, Sole Director, Trustee 1 or Authorised Representative.