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This is a mandatory field.
Please enter full and exact name, Title (Mr, Mrs, Ms, Dr etc) in column 1, given names in columns 2-4 and Surname in column 5. If you are submitting details on behalf of someone else, please respond to all questions as if you were them. You may explain who you are in the EXPLANATORY COMMENT box below, if you wish.
This is a mandatory field.
If you commonly use joint names for investing etc., we recommend you enter spouses or partners exact name, Title (Mr, Mrs, Ms, Dr etc) in column 1, given names in columns 2-4 and Surname in column 5.
If you have a former or maiden name please provide full given names and surname.
If you have invested through or conducted dealings of any sort and at any time via a private company, please provide its exact name. Even if the company is now deregistered.
If you have or had a superannuation fund, please provide its full and exact name. Even if it is now defunct.
Please enter your spouse’s date of birth in the format dd/mm/yyyy.
Please enter your date of birth in the format dd/mm/yyyy.
Please enter a more recent title in Column 1 – eg if you were Mr and are now Dr, then enter Dr in column 1 and Mr in column 2.
This is a mandatory field. – It is very important you enter your address(s) precisely.
Please enter Unit, Flat or Apartment number to Column 1 followed by street number and name to Column 2, suburb to Column 3, state to Column 4 and postcode to Column 5.
Please do not enter anything here unless you have a separate postal address.
Enter GPO or PO followed by the box number in Column 2, suburb to Column 3, state to Column 4 and postcode to Column 5.
Please enter Unit, Flat or Apartment number to Column 1 followed by street number and name to Column 2, suburb to Column 3, state to Column 4 and postcode to Column 5.
If you had a box number as a previous address, enter GPO or PO followed by the box number in Column 2, suburb to Column 3, state to Column 4 and postcode to Column 5.
If you would like additional searches conducted on your spouses name or a maiden name (advisable if you have been married less than 20 years), your private company’s name or your private super fund’s name please enter the full and exact name in each case. There is an additional charge of $10 for each search. Please also enter date of birth for a spouse.
If you believe you are missing shares or dividends and you know the name of the company (or its previous name), please enter the full and exact name of the company in which you hold the shares. eg. BHP Group Limited
Email is a mandatory field.
Please enter your email address twice (to confirm) as is this our primary point of contact with you. Please also enter the best phone number to contact you on if we need to.
Please provide (up to 100 words), any other information you consider may be helpful.
Most important that you do not enter any details here that are asked for in the form above. If you do so it may adversely affect the searches.
If you have an old insurance policy or believe you are missing a policy and you know the name of the insurance company it is or was with, please enter the full and exact name of the company eg.The National Mutual Life Association of Australasia Limited.
This website is owned and operated by Investogain Pty Limited ABN 88 129 443 447
Australian Financial Services Licensee (AFSL 334036)
Information provided is of a general nature and not for trading or advice.
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