SECTION 1 – PRIMARY COMPANY DETAILS (MANDATORY) Name of Company, partnership or sole trader ABN / ACN / ARBN Address/Principal Place of Business Administration (include Country – PO Box not allowed) Postal Address – if different from above (include Country) Phone No. (Mandatory) Email Address (Mandatory) Nominated Transaction Billing Account Number: Overseas Telegraphic Transfers 0 Yes No SECTION 2 – ADMINISTRATOR DETAILS (MANDATORY) Each user nominated in this section will be appointed as a company administrator and will have access to: • setting and maintaining the company options and the Business Banking Online daily transaction limit; and • setting and maintaining authorisation limits for those users who have authorised access; and • adding and/or removing other users and assigning and maintaining their user access rights. Company administrators appointed using this form will: • be appointed as an “A” level user; and • be required to be identified at a BankSA branch prior to being given access to Business Banking Online; and • require an authentication device to access the administration section of Business Banking Online and be able to perform company administration functions independently (for joint authority, refer to the full Business Banking Online application). By signing below each user acknowledges and agrees that they: • have read the terms and conditions which govern Business Banking Online and will be bound by them; and • will be issued an authentication device; and • have read and agree to the Privacy Statement in section 4 and make the acknowledgements and provide the consents contained within it. Administrator 1 Title Given Name(s) Surname Date of Birth / / Address (include Country – PO Box not allowed) To identify you during phone support, provide your preferred Question and Answer (eg pet’s name) Question (Mandatory) Answer (Mandatory) Email address and mobile are required to provide your login details Email Address (Mandatory) Mobile Phone Number (Mandatory) Signature of appointed Authorised User Date ✗ / / Administrator 2 Title Given Name(s) Surname Date of Birth / / Address (include Country – PO Box not allowed) To identify you during phone support, provide your preferred Question and Answer (eg pet’s name) Question (Mandatory) Answer (Mandatory) Email address and mobile are required to provide your login details Email Address (Mandatory) Mobile Phone Number (Mandatory) Signature of appointed Authorised User Date ✗ / / WBC0022_BSA 0117 Business Banking Online – Simple Registration
Transcript
SECTION 1 – PRIMARY COMPANY DETAILS (MANDATORY)
Name of Company, partnership or sole trader ABN / ACN / ARBN
Address/Principal Place of Business Administration (include Country – PO Box not allowed)
Postal Address – if different from above (include Country) Phone No. (Mandatory)
Each user nominated in this section will be appointed as a company administrator and will have access to:• setting and maintaining the company options and the Business Banking Online daily transaction limit; and• setting and maintaining authorisation limits for those users who have authorised access; and• adding and/or removing other users and assigning and maintaining their user access rights.Company administrators appointed using this form will:• be appointed as an “A” level user; and• be required to be identified at a BankSA branch prior to being given access to Business Banking Online; and• require an authentication device to access the administration section of Business Banking Online and be able to perform company
administration functions independently (for joint authority, refer to the full Business Banking Online application).By signing below each user acknowledges and agrees that they:• have read the terms and conditions which govern Business Banking Online and will be bound by them; and• will be issued an authentication device; and• have read and agree to the Privacy Statement in section 4 and make the acknowledgements and provide the consents contained within it.
Administrator 1
Title Given Name(s) Surname Date of Birth
/ /
Address (include Country – PO Box not allowed)
To identify you during phone support, provide your preferred Question and Answer (eg pet’s name)
Question (Mandatory) Answer (Mandatory)
Email address and mobile are required to provide your login details
Email Address (Mandatory) Mobile Phone Number (Mandatory)
Signature of appointed Authorised User Date
✗ / /
Administrator 2
Title Given Name(s) Surname Date of Birth
/ /
Address (include Country – PO Box not allowed)
To identify you during phone support, provide your preferred Question and Answer (eg pet’s name)
Question (Mandatory) Answer (Mandatory)
Email address and mobile are required to provide your login details
Email Address (Mandatory) Mobile Phone Number (Mandatory)
Signature of appointed Authorised User Date
✗ / /
WBC0022_BSA 0117
Business Banking Online – Simple Registration
SECTION 3 – PRIVACY STATEMENT
Personal informationWe collect personal information from you to process your application, provide you with your product or service, and manage your product or service. We may also use your information to comply with legislative or regulatory requirements in any jurisdiction, prevent fraud, crime or other activity that may cause harm in relation to our products or services and help us run our business. We may also use your information to tell you about products or services we think may interest you. Please let us know if you do not wish to receive marketing communications from us. If you do not provide all the information we request, we may need to reject your application or we may no longer be able to provide a product or service to you.We may disclose your personal information to other members of the Westpac Group (Westpac Banking Corporation and its related bodies corporate), anyone we engage to do something on our behalf and other organisations that assist us with our business. We may disclose your personal information to an entity which is located outside Australia. Details of the countries where the overseas recipients are likely to be located are in our privacy policy.As a provider of financial services, we have obligations to disclose some personal information to government agencies and regulators in Australia, and in some cases offshore. We are not able to ensure that foreign government agencies or regulators will comply with Australian privacy laws, although they may have their own privacy laws. By using our products or services, you consent to these disclosures.We are required or authorised to collect personal information from you by certain laws. Details of these laws are in our privacy policy.Our privacy policy is available at banksa.com.au or by calling 1800 804 411. It covers:• how you can access the personal information we hold about you and ask for it to be corrected;• how you may complain about a breach of the Australian Privacy Principles or a registered privacy code and how we will deal
with your complaint;• how we collect, hold, use and disclose your personal information in more detail.
We will update our privacy policy from time to time.
Other acknowledgments and consents• We may confirm the details of the information provided in this application.• Where you have provided information about another individual, you must make them aware of that fact and the contents of the Privacy Statement.
SECTION 4 – AGREEMENT
By signing this application you:• Offer to enter into an agreement with BankSA on the terms and conditions set out in the Business Banking Online and Payment Services
Product Disclosure Statement.• Declare that all information supplied by you is correct and not misleading.• Acknowledge that you have read and understood the Privacy Statement in section 3 and make the acknowledgements and provide the
consents contained within it.• Acknowledge that any user appointed in relation to Business Banking Online is appointed as such only in relation to Business Banking Online
and any other Authority to Operate in relation to any account still applies concurrently.• Acknowledge that we will be taken to have accepted this offer when we notify any one of the company administrators that we have done so.• Authorise us to add all accounts held by the Primary Company as a sole owner (including Trust Accounts) at the time of this registration to
Business Banking Online.• Authorise us to setup all accounts with “One to sign” signing method, meaning any user with “Authorise” access can complete payments.
Further authority options for accounts are available, refer to the full Business Banking Online application for these options.
Name of Primary Company
If company – in accordance with 127(1) of the Corporations Act 2001 (Clth) by authority of its director(s).
Name of Sole Trader / Partner / Director Name of Partner / Director / Company SecretaryFull Name Full Name
Position eg: Sole Trader, Director etc. Position eg: Partner, Company Secretary etc.
Signature Date Signature Date
✗ / / ✗ / /
BRANCH USE ONLY
STAFF MUST COMPLETE THIS SECTION PRIOR TO LODGEMENT TO BBO ADMINISTRATION
Primary Company CIS Primary Company Name in Section 1 matches CHS/GHS Profile Yes
Customer KYC ID Completed Yes Customer KYC ID Completed Yes Receiving Branch/Department (Mandatory) RO Name/ Branch Manager Name (Mandatory) RO Number/Branch Manager Employee No.
Staff Name (who has verified this application) Employee Number
Branch Stamp / Further Instructions
Staff Signature Date
✗ / /
WBC0022_BSA 0117
Fax completed applications to: BBO Admin on (02) 9300 5507 Retain original form in branch.Please note: Failure to complete this section will result in the form being returned back to the branch for further verification.
