At Call Investment
Earn a good 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.
Benefits and features:
- 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 Investment.
Click here for our current Interest Rate Schedule
APPLY NOW
Please read and understand documents listed 1 to 3 below and then complete either:
-
Investment Application - Company, Trust and Other Entities – Form 17,
AND, if applicable
Before completing an application, please read:
1 - Product Disclosure Statement which includes Interest Rate Schedule and Fee Schedule
2 - Product Information Brochure which includes Interest Rate Schedule and Fee 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
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
Authority to Operate - Form 16
Form to authorise a third party to operate
You will need Acrobat Reader to open these files.
