At Call Investment
Earn a high rate of interest and get easy access to your money with no fuss and no transaction or maintenance fees. The Uniting Church benefits from every investment held by Uniting Financial Services.
The benefits to your organisation:
- Good interest rates;
- No transaction or maintenance fees;
- No minimum investment required;
- Invest or withdraw at any time;
- Interest calculated daily and paid in June and December;
- Interest can be compounded or transferred to another At Call Investment;
- Convenience of Uniting Online and Uniting by Phone;
- Periodic payments can be made from your At Call Investment.
Click here for our current Interest Rate Schedule
APPLY NOW
Please read and understand documents listed 1 to 3 below and then complete:
- Investment Application – Uniting Church Organisations – Form 2 and, if applicable
- Identification and Verification Reference - Form 7.
1 - Product Disclosure Statement which includes Interest Rate Schedule and Fees Schedule
2 - Product Information Brochure which includes Interest Rate Schedule and Fees Schedule
3 - Financial Services Guide
Other important information
Change of details - Form 3Change of address / name
Change to Authorised Signatories - Form 4
To alter the authorised signatories on an Investment
Electronic File Authorisation - Form 5
You can lodge payroll files, etc.
Credit files such as payroll files can be lodged using Uniting Online. For more information click here
Sweep Application - Form 6
Have funds transferred between your At Call Investments and Cheque Facility
Periodic Payment Authority - Form 9
Arrange for a new, or amend/cancel an existing regular debit authority from a Uniting Financial Services At Call Investment.
Direct Debit Request - Form 10
Arrange for a new, or amend/cancel an existing regular credit to a Uniting Financial Services At Call Investment.
Application for Uniting Online/Uniting by Phone - Form 11
To apply for or to change online access to your investments or loans or to change your daily transfer limit
You will need Acrobat Reader to open these files.
