Click to download the Term Investment Account Application Form
*Please note that we currently have restrictions on who can open these accounts. Until we obtain our 'Australian Financial Services License (AFSL)' we only offer our investments products to associated clients, namely:
Person's acting as trustees of the Anglican Church Property Trust;
A member of clergy, employee or voluntary* staff members who work for a parish, ministry unit, diocesan agency or school of the Diocese;
Trainee clergy who receive money or money's worth.
*A voluntary staff member includes the following:
A person who is a member of the governing body of the Diocese, a diocesan agency, school or ministry;
A person who is a member of any committee established by the Diocese to further the work of the diocese;
A person who works on a voluntary basis for at lease 40 hours a calendar month in a business operated by a parish or diocesan agency;
A person who works on a voluntary basis for at least 40 hours a calendar month in a diocesan charitable program (eg. a program which assists vulnerable members of the community by providing support such as counselling and low or no cost food and other household products).