Application Forms and Documentation

Application Forms Fillable PDFs

Personal Joint     Corporate     ARF AMRF     3rd Party Pension

Completed application forms and ancillary documents should be sent to the relevant Trustee or QFM in the case of 3rd party pension accounts, or directly to Conexim at for all other account types. Application forms can be signed using your preferred digital signature system (eg DocuSign) or in the traditional way by wet signature which we will also accept by way of scan.

If you are looking to open an account type that is not listed above, or are having difficulty with the above forms, please feel free to contact your primary relationship in Conexim, or e-mail

Ancillary Documents

Each Application form has a detailed check list on the front page which should be used in conjunction with our AML Documentation Requirements. You should complete the relevant Application form with your client(s) and ensure they receive the additional ancillary documentation below:

PSIL CAKID    Platform Charging Schedule    General Terms of Business       
Asset Transfer Form    Top-Up Investment Instruction Form    Applicant LEI Entity Template    ARF Source of Investment Certificate (CX as QFM only)    AMRF Source of Investment Certificate (CX as QFM only) 


Additional Resources

Compliance/ Regulatory documents:

AML Documentation Requirements    Privacy Notice    CRS FAQ    Service Update FAQ’s  
CP116 Compliance Update – March 2020 (PDF)