Step 1.
Complete the "Request for opening an Account" form below
Pen to Paper
This just gives us your basic information so we can send you an email containing a Client Agreement Form, an Accountants letter, aFinancial Services Guide (FSG) and a Product Disclosure Statement (PDS).
Request to open Account
Step 2.
Print out and complete the forms we email you
Print out the forms and complete them. For legal reasons, if you are not a professional hedger or a publicly listed company we need your accountant to qualify your income through filling out the Accountants Letter attached to the email.
Step 3.
Scan the completed forms and send them back to CelsiusPro
Scan the completed Client Agreement Form and the Accountant's Letter into a PDF format and send these, and the required identification outlined in the forms via emailing cpaccounts@celsiuspro.com.au
Step 4.
Read the FSG and the PDS whilst you wait for account confirmation email
Whilst we set up your account please read the FSG and PDS enclosed in the introduction email. Yes it may sound like a fair bit of reading! However, reading these documents will give you an industry leading understanding on the function and purpose of Weather Certificates, and will allow you to fully take advantage of them.