Apply for a transaction account


Gather relevant information

  • your name, address, date of birth and occupation
  • details of the name of the account
  • whether the account will be held in a trust
  • details of all signatories to the account
  • any other name by which you or any signatories may be known (maiden name)
  • your Tax File Number (not compulsory)
  • if you or any signatories are new customers, we will need to do a 100 point identification check

 

Type of account holder

Documents required

Company

  • Certificate of incorporation

Body corporate (community title scheme)

  • Current body corporate rules;
  • Authorised minutes stating the account shall be opened under its body corporate number.

Incorporated association

  • Certificate of incorporation; and
  • Current rules of association

Partnership

  • Partnership agreement (if there is one)
  • Certificate of registered business name (if there is one)

Firm

  • Certificate of registered business name (if there is one)

Trust

A copy of the trust deed and other documents that we specify, for example:

  • Solicitor’s Trust Accounts – copy of the practising certificate
  • Property Agents and Motor Dealer Accounts – official acknowledgement letter from the Chief Executive pursuant to the Property Agents and Motor Dealers Act

Club, Lodge or Society

  • A copy of the constituent documents, eg by-laws, constitution, rules

Estate

  • A copy of the will and any codicils


Visit your nearest branch or call us

Once you have gathered all your required personal information visit your nearest branch.

If you have further queries about applying speak to one of our friendly customer service consultants on 1300 55 72 72.

Products issued by Bank of Queensland Limited ABN 32 009 656 740 AFSL 244616.  Fees and charges are payable. This website contains general advice. This advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of any advice before acting on it. You should obtain and consider the relevant Product Disclosure Statement (PDS), terms and conditions, Financial Services Guide and Guide to Fees and Charges for the product before making any decision about whether to acquire or continue to hold it. You can obtain a copy of those documents from any Bank of Queensland branch or from this website.


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