For one person over the age of 18 . Only the account holder can act on the account. Invoices, valuation statements and vault records will be issued in a single name only

For two or more related or unrelated people. Each person can act on behalf of the account. Invoices, valuation statements and vault records will be issued in all names.

For a Business or Corporate entity. An authorised representative can act on behalf of the company. Invoices, valuation statements and vault records will be issued in the company name.

For Self Managed Superfunds. The corporate or individual trustee can act on behalf of the superfund. Invoices, valuation statements and vault records will be issued as <Trustee Name> ATF <Superfund Name>

For Family Trusts. The corporate or individual trustee can act on behalf of the trust. Invoices, valuation statements and vault records will be issued as <Trustee Name> ATF <Trust Name>