Transaction-Account-Application-Form

CDF Transaction Account Application Form

"*" indicates required fields

Please complete all sections of this form, and return it to your CDF Relationship Manager with a copy of all required Identity Documents, alternatively you can email this to csg@melbcdf.org.au

ACCOUNT HOLDER DETAILS

Organisation Name*

CDF Member Number*

Address*

Postal Address (if different from above)

Nominated Contact Person for this Application

Full Name*

Role*

Phone number*

Email*

Mobile*

AUTHORISING SIGNATURES

This section must be signed in line with the number of signatories required to co-sign to amend this account, as per the Account Details section of this form.
All accounts require a minimum of one signatory with the account authority level “Authorising Party”.

By signing this authority, you confirm on behalf of the Account Holder:

You have the authority to make this request on behalf of the Account Holder listed in the Account Holder Details.
You agree to comply with all Terms and Conditions related to the account and CDF Online – available here
You agree to a NAB Cheque Link Account being established and that you will abide by NABs account Terms and Conditions
All account signatories will be identified using CDFs Electronic Verification of Identity process, using the information provided in the Certificate of Identity and NAB Specimen Signature Card. Should signatories be unable to be identified, they will not be added to your account, and CDF will contact the Account Holder to take further instructions.

The CDF Electronic Verification of Identity Statement is available here.

Signatory A

Full Name (Signatory A)*

Role (Signatory A)*

Signature (Signatory A)*

Date (dd/mm/yyyy) (Signatory A)*

Signatory B

Full Name (Signatory B)*

Role (Signatory B)*

Signature (Signatory B)*

Date (dd/mm/yyyy) (Signatory B)*

Disclosure Statement
The Fund is required by law to make the following disclosure. Investment in the Fund is only intended to attract investors whose primary purpose for making their investment is to support the charitable purposes of the Fund. Investors’ funds will be used to generate a return to the Fund that will be applied to further the charitable works of the Archdiocese of Melbourne and the Dioceses of Sale, Bunbury and Ballarat. The Fund is not prudentially supervised by the Australian Prudential Regulation Authority nor has it been examined or approved by the Australian Securities and Investments Commission (ASIC). An investor in the Fund will not receive the benefit of the financial claims scheme or the depositor protection provisions in the Banking Act 1959 (Cth). The investments that the Fund offers are not subject to the usual protections for investors under the Corporations Act (Cth) or regulation by ASIC. Investors may be unable to get some or all of their money back when the investor expects or at all and investments in the Fund are not comparable to investments with banks, finance companies or fund managers. The Fund’s identification statement may be viewed here or by contacting the Fund. The Fund does not hold an Australian Financial Services Licence.

Privacy Policy
Click here to review.

03/2026

CDF Transaction Account Application Form

ACCOUNT HOLDER DETAILS

Nominated Contact Person for this Application

NEW ACCOUNT DETAILS

AUTHORISED SIGNATORIES

Signatory 1

Signatory 2

Signatory 3

Signatory 4

AUTHORISING SIGNATURES

Signatory A

Signatory B