A Trust Account is an account in the name of your trust, such as your discretionary or family trust. Caleb & Brown supports most types of trust accounts that have been formed and created through a Trust Deed or Declaration.
To open a Trust Account, as sole trustee or one of the trustees of the trust, you will need to submit an application through our website. As you go through the registration process, you will be requested to either upload or take a photo of the following documents:
1) A photo ID - this can be:
A photo of your passport information page
A driving license
A national identity or passport card
A residency permit
2) A proof of address document - this can be:
A current driving license
A service/utility bill dated in the last 90 days
A current lease agreement
A bank statement dated in the last 90 days
An income statement or government-issued tax document
3) A selfie photo of you holding a handwritten note on paper, addressing 'Caleb & Brown', with your signature and the date of registration included
4) A notarised or certified as an original copy of the full Trust Deed or Declaration. The document must include information on all the following:
Full name of the Settlor or Grantor
Full name of the Trustee
Full name of the Beneficiary or Beneficiaries
The trust settlement sum or amount
All documents must identify all of the above parties, to ensure we collect information on all beneficial owners that own or control the legal entity.
If you are unsure what notarisation or certification of documents involves, click the link here to see the Help Article on Notarising or Certifying Your Documents.
Finally, all other Trustees besides yourself will need to submit:
A photo of their passport or driving license
A proof of address document
Our Customer Success team will reach out to you directly after you've registered for any other additional information required, so you will only need to submit the requested trust documents in your application.
Whenever you're ready, you can click below to get started with your registration.
If you have any questions, you can ask our Customer Support through the Chat button in the bottom right corner of the page, or your broker directly via phone or email. You can also call our support help desk on +61 1800 849 149 (Australia/International) or +1 (844) 494 6515 (North America), from 7am to 5pm (AEST), or by submitting an enquiry on our website.