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Open an Account

Thank you for your enquiry regarding opening an account with Peak Asset Management.

Below is a pre-account form to get your application process started.

Please click here to read FSG & PDS documents before submitting your application.

We will be in touch shortly to assist you in opening your account.

Personal Details

Title

First Name

As shown on your identification

Last Name

Date of Birth

Email Address

Mobile number

Occupation

Entity Details (Individual applicants are not required to fill out this section)

Entity Name

Please ensure you enter this section exactly as is it appears on registration documents

Name of Applicant or Account Designation 1

Name of Applicant or Account Designation 2

Company/Trust ABN/ACN

Residential Address (No P.O boxes)

Address

State

Suburb

Zip Code

Country

Tax Information

I am an Australian resident for the purposes of taxation

Tax File Number

Financial Services Guide