Client Application Form
Welcome to PortfolioGuardian's client application portal. This form is how you tell us about the investment structures you wish to include and the portfolio administration and reporting services you are seeking. We use your answers to assess suitability and plan next steps.
Structures may include trusts, companies, self managed super funds, individuals, private ancillary funds, or public ancillary funds. Work that needs specialised compliance or is outside our standard services may be referred to our parent company - Jaquillard Minns.
Please have the following ready before you start.
- Primary contact details: full name, email address, and phone number
- How many entities you wish to onboard and the type of each (trust, company, individual etc.)
- For each entity: legal name, ABN, TFN, new or existing portfolio, estimated number of assets
- Personal details (name, date of birth, TFN etc.) for each individual linked to the application
- Your investment adviser's name and contact details, if you work with an adviser
Security and privacy
Your information is protected with strong encryption and handled under strict privacy standards. Data you provide is treated as confidential and managed in line with Australian financial services and privacy requirements.
Typical completion time: 10 to 15 minutes
PortfolioGuardian is a Jaquillard Minns Business