Opening a FIIG Direct Bonds account has never been faster or easier with FIIG’s online application process.
FIIG's ongoing focus on its clients is reflected in its online Direct Bonds application process, available on our website, www.fiig.com.au making opening an account faster and simpler by:
- Showing you only the information required to open your account
- Saving information previously entered to allow for prefilling and resumption of uncompleted applications
- Highlighting when you have missed critical information, and
- Automatically checking information, such as your Tax File Number, as you enter it.
Paper applications can be confusing, trying to figure out which options are relevant to your investment entity. The online account opening process starts with what type of account you will be opening, and then steps you through only the information we need to open your account.
This could be an individual, joint, a company, a superannuation fund or a trust account. To make things even easier, information such as addresses can be entered once and re-used across the application where necessary.
Before submitting your application, you can review and edit the information you have entered. Our online system will also show you any areas that have been missed.
You can now accept our terms and conditions electronically and submit the application via a Personal Identification Number (PIN) that is emailed to you, with no more electronic signature execution required. Customer and entity identification processes are run electronically and automatically with the outcome of the verifications visible immediately.
It may be necessary to provide further information. A checklist clearly communicates which documents are needed and allows you to upload them directly to your application.
The most commonly required documents are a certified copy of a drivers licence or passport and, if a family trust account is being opened, a certified copy of the trust deed cover page, schedule page, execution page and pages that contain the full names of the trust deed settlor and list of beneficiaries.
Download the Deloitte Corporate Bond Report
Our friendly Client Services team is always available to answer questions and will be in contact throughout the account opening process to support you.
Your completed application, including all uploaded documents is sent straight to our Client Services team, who will contact you within one business day to organise any outstanding information.
Your account will be opened within three days of us receiving all documentation. For security reasons, your banking details are verified against a bank statement, which needs to be provided directly to our Client Services team.
Setting up your portfolio
If you have an existing Relationship Manager at FIIG, they will be kept up to date with the progress of your new account opening and will assist in setting up your portfolio.
If you are new to FIIG, you can request a Relationship Manager if you have been referred or know one, or our Client Services team will introduce you to one.
While your account is being opened, your personal Relationship Manager will be in contact to discuss your investment strategy.
Each of our clients decide which companies they want to invest in, and every portfolio is bespoke to that individual’s outlook and strategy. It’s your choice to invest in, or not invest in, any company that issues bonds.
That means you can vote with your dollars when it comes to anything that is important to you. You can build an investment portfolio you feel best suits your risk profile and financial and/or ethical strategy and feel good while you earn interest.
Opening a FIIG Securities Direct Bonds account has never been faster or easier. Talk to us today and find out how fixed income can deliver you certainty during these volatile times and open an account online to get started.