Wealth Advisers and Intermediary Services
Our team is here to help you service and manage your client's cash investments so they can reach their investment goals.
How we can help unlock deposit opportunities
We understand the importance of diversification when managing investment portfolios, while balancing return objectives, liquidity needs, and access to funds for lifestyle and funding requirements. Our range of deposit products provides options to help you invest and manage your clients’ cash in a way that aligns with their needs and objectives.
Our service is designed to support advisers and their clients through a focus on transparency, security, and responsive customer service, helping to make cash management straightforward and efficient.
Our dedicated team is available to assist with your clients’ cash investment and banking needs, providing information and support to help you identify suitable solutions.
Introduce your clients to our range of savings products
Looking for a savings account with higher ongoing return for at-call cash? Or a term deposit that rewards customers’ loyalty with a higher interest rate for reinvested funds? As savings specialists, our market-leading cash products offer rewarding rates to help your clients grow their wealth.
Existing adviser
- Account Management Forms
- Know Your Customer Forms
- Apply for an Online Savings (RaboDirect) account
- Request a Notice Saver redemption
- Update contact details
- Change linked account
- Create or update an account for an existing customer
- Appoint or update an authorised intermediary
- Transfer funds
- Complaints Reporting
- Significant Dealings Reporting Template
- Request an account closure
Individual & Joint
- Additional Customer Information Form - Individual & Joint
- Commercial Property Questionnaire – Individual
For a Joint Account application, please complete two copies of the ‘Commercial Property Questionnaire – Individual' - one per individual.
- Provide or update tax residency status
If you are having issues opening this form in your internet browser, please use PDF reader from your computer. This can be done by saving the file onto your computer first, then opening the file from that saved location.
Entities - SMSF, Trust & Business
- Additional Customer Information Form - Entities
- Commercial Property Questionnaire – Entities
- Ultimate Beneficial Owner (UBO) Form - Entities
(Not required for SMSF accounts)
For Trust reviews: Please provide a certified copy of the full Trust Deed, including any variations and amendments.
Support
Rabobank prides itself on delivering exceptional customer service to every client. Our people are ready to listen and help you with any queries you may have about banking with us.
The products and services described on this page are issued by Rabobank Australia Limited ABN 50 001 621 129 AFSL 234 700. The Rabobank Online Savings Terms and Conditions, Notice Saver Product Disclosure Statement and Rabobank Financial Services Guide are available at Rabobank.com.au/legal.
Applicants should consider the relevant disclosure documents along with their personal objectives, financial situation and needs before making any financial decisions. Fees and charges may apply.