Opening & Managing Your Account.

You can open an investment by simply filling out the New Investment Application form.

If there are any signatories listed for the new investment that have not previously been identified, they will need to complete an Identity Verification Form and follow the verification requirements as stated on the form.

Please return the completed forms to our office, either in person or by mail. Note that emailed copies of these documents cannot be accepted.

No cash is accepted at our office. We can transfer funds to or from the Congregation’s investment via their nominated external bank account.

Yes, Congregations have the option of a cheque book with the Easy Access account.

To change the signatories for the Congregations investments with us the forms you will need are:

• Signatory Authorisation Form – completed and signed by each signatory who is authorised to operate the investment, whether they are new or existing.

• Identity Verification Form – if the signatory has not previously been identified, they will need to complete an Identity Verification Form, including a certified photocopy of the identification presented.

• A copy of the minutes noting the changes to the signatories from the Congregation.

You can request transfers in many ways.

You can make the request in writing by using a Withdrawal Request or Additional Investment form and sending it to us in person, by post or a scanned attachment to an email.

If you have registered for our Telephone Transfer Service (TTS), you can make your request by phone.

You can also request transfers via UC Invest Online if you have registered with us for this service.

Telephone Transfer Service (TTS) is a staff assisted transfer service designed to allow you to manage your investments simply and quickly over the phone.

As this is not an automatic phone service, the TTS is only available during our office hours.

You can opt for TTS service in the New Investment Application Form or by completing an Account Access / Change of Details Form.

No. We are unable to offer BPay facilities currently.