BSB 806 015

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BSB 806 015

Company memberships

Member information guide

Company memberships

A company is a legal entity comprised of shareholders, to engage in or operate a business. P&N Bank deal with Proprietary Companies, known as Pty Ltd (Proprietary Limited). These shares may be beneficially held by individuals, directors, or by trusts. The shareholders are referred to as the beneficial owners.

What do I need to open a membership for a company?

To set up a membership and accounts for your company, you will need to provide original or original certified copies as detailed below:

If the beneficial owners of the company are individuals:

Step 1
Prepare your documents

You will need to provide a company extract issued by ASIC, dated within last 30 days.

Step 2
Attend a branch

Beneficial owners and any directors requiring access to the accounts will need to attend a branch with the required documents and primary photo identification or return certified copies to:
PO Box 8609, Perth BC 6849

Step 3
Complete a request form

Complete and sign a non personal membership application form and finalise your membership.

Is the beneficial owner of your company a trust?
You will also need to provide:

  • A full copy of the signed and executed trust deed.
  • All trustees and/or appointors will need to attend a branch with primary photo identification.
  • A share certificate demonstrating the trust is a
    shareholder of your company.

Is your company operating a registered business?
You will also need to provide:

  • Business extract issued by ASIC dated within last 30 days.

For more information contact us on 13 25 77.

Download member information guide

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