Trust Account Application

Understand the process and documentation needed to apply for a trust trading account with Blueberry.

Individual Requirements (representative)

To apply for a Trust account with Blueberry, the Trust representative must:

• Be 18 years or older at the time of application
• Have a valid mobile number and email address
• Have a valid passport or government-issued photo ID
• Have a legal residential address 
• Go through the individual account application

Trust Requirements

Once the Trust representative is approved, they must fill out the applicable Trust account application form:

• Corporate Trust application form
• Non-Corporate Trust/SMSF application form

Trust documents such as the following will need to be provided:

• Trust Deed (select pages)
• Proof of Address (if Trust is registered)
• Company Extract that includes:
  • List of all shareholders
  • List of all directors
  • Signatory list
  • Memorandum and Articles of Association
  • Authorised trader list