Instructions

1/ Please submit a newly certified copy of the above document/form, signed as a true and correct copy by an authorised person (independent from the applicant and application).

The certified document must include: 

  • the certifier's full name 
  • the certifier's qualification/capacity to certify documents, including their years of service where relevant. If you've certified an ID document yourself as an adviser, the capacity should be recorded as ‘Financial Adviser' or as ‘Financial Planner' and in this instance the years of service is not required 
  • the certifier's signature (digital signature is not permitted) 
  • the date; and 
  • the certification statement -  “I certify this is a true copy of the original document which I have sighted.” (written or stamped).

To certify a document:   

  • the certifier must sight the original document in person (not over video conference) 
  • the ID document must not be expired (unless it's a passport in which case the expiration date must not be older than two years)
  • the copy of the document must be new (meaning it must not be certified on the same copy as a previously certified document) 
  • if certified by an employee of an adviser firm that holds an Australian financial services licence, the employee can certify the document provided they've been employed at the firm for at least two or more consecutive years.



2/ Please resubmit the complete document/form, ensuring all pages are included. Please note that we can't accept just the missing pages, the document must be presented in full.



3/ If you'd like to be appointed with this type of authority via bulk transacting, please have the company contact their Relationship Manager or Business Development Manager. Note that this isn't an account opening requirement, so it won't cause delays. However, we won't be able to grant authority on the account until registration for this authority type is complete.





Reference

https://www.macquarie.com.au/everyday-banking/macquarie-client-identity-verification.html#tab-panels-0-who-can-certify-your-documents-