A guide to completing the Application Form
PRINCIPAL & INTEREST CBA FINANCE APPLICATION EXAMPLE - INDIVIDUAL APPLICANT
This guide has been prepared to provide you with assistance
in completing an application in the
Willmott Forests Premium Forestry Blend Project 2009 Product Disclosure Statement
Application Forms.
Should you require any further assistance, please
do not hesitate to contact our office on (03) 9696 1355.
Please note:- to print this document you need to select
‘document and markups’ in the ‘comment and forms’ option
on your printer parameters.
Disclaimer
This document contains general information and may constitute general advice. It
has been prepared without taking into account your objectives, financial situation
or needs. Therefore, you should, before acting on the advice consider the
appropriateness of the advice having regard to your objectives, financial situation
and needs. You should obtain a copy of the Willmott Forests Premium Forestry
Blend Project - 2009 Product Disclosure Statement and any supplementaries
before making any decisions about whether to invest in the Project. Nothing in
this document should be regarded as advice or a recommendation that any
investment is appropriate for any particular investor or class of investors.
EXAMPLE OF PRINCIPAL & INTEREST FINANCE APPLICATION
FOR AN INDIVIDUAL
IF THE CLIENT DOES NOT WISH THEIR ADVISER
TO KNOW PERSONAL DETAILS GOING FORWARD
TICK HERE.
Mr
Dealer Group Name
John
Adviser
233215
2xx xxx
Dealer Stamp here
2 Address Road
Melbourne
03 222 333 0450 333 333
Email@email.com.au
Mr
Harry
Citizen
Bob
15 04 55
55 Ab Street
Melbourne
03 96961355 0455 111111
Email@email.com.au
Helicopter Pilot
3000
3000
2
You must remember to sign and witness this form
The witness must sign, and date same as applicant.
Harry Citizen
20 Aug 08
Harry Bob Citizen
For Willmott Forests use only
John Adviser
John Adviser
20 Aug 08
Mr
Harry
Citizen
Bob
15 04 55
555 555 555
55 Ab Street
Melbourne
10
03 96961355 0455 111111
Email@email.com.au
Helicopter r us
Helicopter Pilot
6 years
Full Time
Married
3
3000
LY
N
s O if
r
we ple
o
rr am
o
B Ex er.
e
at ers rrow
r
po rrow Bo
r
Co e Bo rate
r
o rat rpo
f
is rpo Co
n
tio o Co re a
c
e rt ua
s
fe yo
s
hi Re
T
2
$10,000
Complete if required.
If you tick this box you will be required to pay the Loan Establishment Fee
and the Stamp Duty up front.
120,000
Melbourne
800,000
BHP
40,000
BMW
60,000
Melbourne
3,125
500,000
Vehicle Loan
500
20,000
3,625
520,000
Visa
2,000
900,000
Harry Bob Citizen
CBA to complete
LY
N
s O if
r
we ple
o
rr am
o
x .
e B rs E wer
t
a
o
or rowe orr
p
or Bor te B
C
a
or rate rpor
f
is rpo Co
n
tio o Co re a
c
se fer t ou a
s
i
e
y
Th R
Mr John Adviser
Harry Citizen
John Adviser
20 Aug 08
20 Aug 08
Harry Bob Citizen
John Adviser
CBA to complete
CBA to complete
CBA to complete
CBA to complete
Note: please complete this section for Credit Card or Direct Debit Account
Harry Bob Citizen
ANZ
Harry Citizen
Harry Bob Citizen
20 Aug 08
011 000
000 000 000
LY
N
s Oe if
r
we mpl
o
rr xa r.
o
E e
e B ers row
t
a
or rrow Bor
p
or Bo rate
C
e
or orat orpo
f
is orp C
e
g o C re a
a
t
s p fer ou a
i
y
Th Re
LY
N
s Oe if
r
we mpl
o
rr xa r.
o
E e
e B ers row
t
a
or rrow Bor
p
or Bo rate
C
e
or orat orpo
f
is orp C
e
g o C re a
a
t
s p fer ou a
i
y
Th Re
LY
N
s Oe if
r
we mpl
o
rr xa r.
o
E e
e B ers row
t
a
or rrow Bor
p
or Bo rate
C
e
or orat orpo
f
is orp C
e
g o C re a
a
t
s p fer ou a
i
y
Th Re
LY
N
s Oe if
r
we mpl
o
rr xa r.
o
E e
e B ers row
t
a
or rrow Bor
p
or Bo rate
C
e
or orat orpo
f
is orp C
e
g o C re a
a
t
s p fer ou a
i
y
Th Re
LY
N
s Oe if
r
we mpl
o
rr xa r.
o
E e
e B ers row
t
a
or rrow Bor
p
or Bo rate
C
e
or orat orpo
f
is orp C
e
g o C re a
a
t
s p fer ou a
i
y
Th Re