Application Form - Dina Management

Start By Filling Out The Below Information

To complete the registration, we will ask you to provide personal information.
Please prepare proof of identity and proof of address for upload.

* Mandatory fields

What Type of Account Are You Opening? *

Individual - Investment Account
Institutional - Investment Account

For identity verification you'll need a copy of a government-issued identity document (national ID card, passport, driving licence) with your photo, name and birth date visible, and proof of address (utility bill) for upload on page 4.

Want to know the fees and costs associated with investing in corporate bonds and managed investment schemes (MIS)? Please read our Fee Schedule.

Required Documentation for Institutional / Professional Investors:

AFSL Holder: Copy of current AFSL licence or verification from ASIC.
Super Fund / Large Fund: Fund ABN registration, trust deed, or regulatory certificate.
Listed Entity (Public Company): Proof of listing (ASX), company registration, ABN/ACN.
Corporate Treasury / Private Company: Certificate of incorporation, ABN/ACN, corporate resolution authorising investment.
Family Office: Corporate documents (if entity) or declaration confirming wholesale status; accountant declaration may be required.

Optional / Additional Documents:

Board resolution or authorised signatory declaration
ID for authorised signatories (passport or driver’s licence)
ABN / ACN verification from ASIC registry
Compliance declaration acknowledging wholesale client status under Corporations Act 2001

Consents and Agreements *

I wish to open Investment Account
I consent to the collection, use, and storage of my personal and financial information for compliance and reporting purposes in accordance with the Privacy Policy, and I have read and agree to be bound by the Account Terms and Conditions.

Account Details

* Mandatory fields

Full Legal Name *

First

Last

Date of Birth *//

Residential Address *

Mailing Address (If Different from Residential Address)

Please state the type of banking institution you will be using.

Bank Type *

Name of Bank *

I / We are trustees of a Self Managed Super Fund (SMSF) *

Fund Name *

Entity Name (In Full) *

ABN / ACN / Registration Number *

Type of Entity *

Registered Address *

Mailing Address

Primary Contact Name *

Position / Title *

Financial Details

* Mandatory fields

Employment Status *

Employed
Self-Employed
Not Employed
Retired

If Employed or Self-Employed, Specify Your Occupation

Type of Investment Interest: *

Listed Equities / Shares
Corporate Bonds
Government Bonds
Managed Investment Scheme
Structured Products (e.g., options, derivatives, warrants)

Typical Investment Range (AUD) *

$500,000–$1M
$1M–$5M
$5M+

Investment Time Horizon *

Short-Term (<1 year)
Medium-Term (1–3 years)
Long-Term (3+ years)

Gross Annual Income (AUD) *

10,000 - 50,000
50,000 - 100,000
100,000 - 250,000
250,000 - 500,000
500,000 - 1,000,000
1,000,000 +

Approximate Liquid Net Worth (AUD) *

Under 50,000
50,000 - 100,000
100,000 - 500,000
500,000 - 1,000,000
1,000,000 - 5,000,000
5,000,000 +

Your liquid net worth is the part of your net worth that can be easily turned into cash. Liquid net worth includes investments like stocks and mutual funds, but not assets like real estate.

Source of Funds

Business Activity
Employment
Inheritance
Investments
Savings
Other

What Is the Estimated Value of the Portfolio to Be Maintained (AUD)

100,000 - 500,000
500,000 - 1,000,000
1,000,000 - 5,000,000
5,000,000 - 10,000,000

Communication

* Mandatory fields

Business Contact *

Email *

Primary Phone *

Secondary Phone

Additional Phone

Proof of Identity (POI)

Please upload a copy of a valid government-issued photo ID (e.g. National ID Card, Passport, or Driving Licence) with your photo and name clearly visible.

If submitting a Driving Licence, please provide images of both the front and back.

Proof of Address (POA)

Please upload a clear image or scanned copy of a document dated within the last 3 months that shows your full name and residential address. Acceptable documents include:

Utility bill (electricity, gas, or water)
Bank statement (transactions may be redacted)
Lease agreement

Please ensure all documents provided are clear, legible, and all details fully visible. You may redact or cover sensitive information where applicable.

Upload Supporting Documentation Here

Click or drag files to this area to upload. You can upload up to 10 files.

Account Application

Start By Filling Out The Below Information

Required Documentation for Institutional / Professional Investors:

Optional / Additional Documents:

Account Details

Financial Details

Communication

Proof of Identity (POI)

Proof of Address (POA)