Notice of changes effective 9 November 2020
Please note the following changes to the acceptable forms of Identification documents in the Application Form in the NAB Equity Options - Options and Approved Options with Loans on ASX Listed Securities PDS
The Accepted Documents Section of Part 13 Client Identification Form on page 145 is deleted in its entirety and replaced with the following:
Verify the customer’s full name and either date of the birth or residential address by selecting documents from the list below.
Table A: Primary document. One (1) of the following
Australian driver’s license containing a photograph of a person
Australian passport (a passport that has expired within the preceding 2 years is acceptable)
Card issued under a State or Territory for the purpose of proving a person’s age containing a photograph of the person
Foreign passport containing a photograph of a person*
Foreign driver’s licence that contains a photograph of the person in whose name its issued and the individual’s date of birth*
National identity card issued by a foreign government *
Table B: One (1) Primary non-photographic document and One (1) Secondary document:
Non-primary document: Australian birth certificate, Australian citizenship certificate, Australian Pension/ Health Care / Seniors Health cards – Australian Government issue, foreign Birth Certificate*
Secondary documents: utility bill, rates notice, Australian Taxation Office notice, financial benefits statement, a document issued by the school principal within the preceding 3 months and must have a letterhead or logo of the institute for under 18 years.
Table C: Special provision document. One (1) of the following:
International travel document (excluding passport)
Letter of reference or equivalent originating from Aboriginal / Torres Strait Islanders Community Leaders
*Documents not written in English must be accompanied by an English translation prepared by an accredited translator.