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Westpac Institutional Bank
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Westpac Institutional Bank

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Westpac Institutional Bank

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Westpac Institutional Bank

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Westpac Institutional Bank

Corporate Lending Portal – Edit User or Borrower Options

Please select the Corporate Lending Portal forms you wish to complete in this session. To undo a selection, simply uncheck the box. Follow the tabs and complete all mandatory fields marked with a * within each of the steps. Hover your mouse over the question mark icons for guidance on completing the form. If you need further assistance, please contact your Client Experience Manager.
Corporate Lending Portal – Edit User or Borrower Profile Form By completing this form as a User, you acknowledge that you have read and agree to the contents of the Privacy Statement contained in part A below.PART APrivacy StatementPersonal data/informationOur processing of your personal data (which includes collection, use, sharing, storage and other activities involving personal data) is regulated by certain laws. Details of these laws are on our Privacy page (www.westpac.com.au/privacy).This Privacy Statement describes how we process your personal data and your key rights under applicable privacy laws.Personal data means any information relating to you where you are either identified or identifiable.Where you provide personal data about other individuals, you must tell those individuals that you have supplied their information to us and make them aware of the contents of this Privacy Statement.Who are we?When we say “Westpac”, “we”, “our”, “us”, we mean Westpac Banking Corporation (incorporated in Australia) ABN 33 007 457 141 who acts as the data controller for the personal data we process about you, unless stated otherwise. References to the “Westpac Group” in this Privacy Statement are a reference to Westpac Banking Corporation and its related companies. How do we collect your personal data?We collect your personal data from you as the representative or signatory of your organisation, but in certain circumstances we may collect personal data about you from third parties (e.g. other Westpac Group companies or publicly available sources).Where you apply for credit products or services, we may collect personal data about you from third parties, such as other financial institutions, for verification purposes. We may collect personal data from you in writing (e.g. letters and application forms) or electronically (e.g. emails, through cookies when you use online banking or mobile applications). If you do not provide all the information we request, we may no longer be able to provide a product or service to you.We will keep your personal data for as long as you are a customer of the Westpac Group. We also generally retain your personal data for at least seven years after you stop being a customer to comply with our legal obligations and so that we can respond to any questions or complaints regarding our interactions with you.Why do we collect your personal data?We collect your personal data to:review your suitability for our products and services; manage the delivery of products and services to you; manage our relationship with you;confirm your identity;comply with legislative or regulatory requirements in the jurisdictions in which we operate;comply with requests from regulatory bodies, government agencies and law enforcement bodies;assist you with product information that you have requested; make automated decisions in order to detect, prevent and report on financial crime;make credit approval decisions involving a combination of automated and non-automated decisions; communicate with you in relation to products and services we offer (including through third parties);communicate with you on behalf of our partners and third parties; andshare information with companies within the Westpac Group.
Who do we share your personal data with?We may share your personal data with third parties (some of which are located outside of Australia or the European Economic Area) including:our contracted services providers who help us with various aspects of the management and administration of our business activities relating to the product(s) or service(s) you applied for (e.g. transaction processing providers, mailing houses, technology service providers and cloud storage providers); affiliates or companies within the Westpac Group; other organisations, who jointly with us, provide products or services to you, or with whom we partner to provide products and services to you;fraud bureaus or other organisations to identify, investigate or prevent fraud or other misconduct; regulatory bodies, government agencies and law enforcement bodies in any jurisdiction subject always to a legitimate and lawful basis for sharing or disclosing your personal data;credit reporting bodies and other credit providers; andyour representatives including your legal adviser, mortgage broker, financial adviser, executor, administrator, guardian, trustee, or attorney.
Please refer to the Further information section to find a link to our Privacy Policies which disclose the locations of our third parties.What are your rights?Our Privacy Policy and EU Data Protection Policy cover:how you can request access to or correct your personal data; andhow you can make a complaint where you have concerns about our handling of your personal data (including where you believe there has been a breach of the Australian Privacy Principles or a registered privacy code).
If you are not satisfied with how we are processing your personal data, or you would like to make a complaint, you can contact:in Australia, our Privacy Officer by, calling 1300 130 467, using the Feedback Form (www.westpac.com.au/contact-us/feedback-complaints) or writing to us at Reply Paid 5265, Sydney NSW 2001. in the United Kingdom, our Data Protection Officer by, calling + 44 (0) 20 7621 7000, or writing to us at Westpac Banking Corporation, Camomile Court, 23 Camomile Street, London EC3A 7LL.
You can also visit any of our branches (https://www.westpac.com.au/locateus/) or instores in Australia or our London branch.Further informationFor more details on how we collect, hold, use and disclose your personal data, please see our Privacy Policy and EU Data Protection Policy.You can view or download a copy of these policies by visiting https://www.westpac.com.au/privacy/privacy-policy/ or www.westpac.com.au/privacy/eu-data-protection-policy or request a printed copy in a Westpac branch or through your Relationship Manager or by contacting us using the Contact details above.We will update our Privacy Policies from time to time.

Edit User

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Westpac Institutional Bank

Corporate Lending Portal – Edit User Authorisation Level Form

Please fill out the details of the User whose Authorisation Level needs to be changed. Note that the change in Authorisation Level will be applied across all Borrowers they are assigned to.

User

Please select the desired Authorisation Level you wish to change the User to.

User Authorisation Level *
Non Authorised
Authoriser
USER ACKNOWLEDGMENT AND AGREEMENT –

I hereby agree and certify that:

I am the above individual.
I have read and agree to the contents of the Privacy Statement contained in Part A.
The details included in this application form are true and correct as at the date of this application form.
I request the User Authorisation Level as nominated in this application form in relation to each Borrower referred to in this Corporate Lending Portal – Edit User Authorisation Level Form.
All documents in the possession or control of the above individual that verify the information in this application form have been supplied to Westpac and all documents so supplied are true and correct as at the date of this application form.
I acknowledge that Westpac will rely on this application form to determine whether to provide services to the above individual and the Borrower in compliance with the law.
Westpac may confirm the details of the information provided in this application which includes contacting your employer.
I have received, read and agree to the Corporate Lending Portal Terms and Conditions and the WIB Digital Connect General Terms and Conditions of Use to the extent that they apply to a User. Any terms defined in the Corporate Lending Portal Terms and Conditions or the WIB Digital Connect General Terms and Conditions of Use have the same meaning in this application form.
Delete - Signature of person providing this certificate.
Please complete the below section for all Borrowers the User is assigned to. Note that the changes in Authorisation Level will apply to all Borrowers. To obtain the list of Borrowers for a User, please log on to Corporate Lending Portal or contact your Client Experience Manager.

Borrower - Details

Nominate Users

The Borrower hereby nominates and authorises the individual identified on this form and whose signature appears on the Corporate Lending Portal - User Registration Application Form to be a User of Corporate Lending Portal on behalf of the Borrower with the User Authorisation Level selected on the Corporate Lending Portal - User Registration Application Form.

User

ACKNOWLEDGMENT AND AGREEMENT –

I/We hereby agree and certify that:
I/We am/are authorised to complete this application form on behalf of each Borrower. Each signatory must be authorised to sign for all Borrowers listed below.
I have read and agree to the contents of the Privacy Statement contained in Part A.
The details included in this application form are true and correct as at the date of this application form.
All documents in the possession or control of the Borrower that verify the information in this application form have been supplied to Westpac and all documents so supplied are true and correct as at the date of this application form.
Westpac will rely on this application form to determine whether to provide services to each Borrower in compliance with the law.
Each User referred to in this Corporate Lending Portal – Edit User Authorisation Level Form is authorised to be a User of each Borrower with the User Authorisation Level selected in the Corporate Lending Portal – Edit User Authorisation Level Form for the purposes of Corporate Lending Portal.
I/We have received, read and agree to the Corporate Lending Portal Terms and Conditions and the WIB Digital Connect General Terms and Conditions of Use. Any terms defined in the Corporate Lending Portal Terms and Conditions or the WIB Digital Connect General Terms and Conditions of Use have the same meaning in this application form.
Do you need to add another Borrower? *
Does the next borrower have the same signatories? *
Borrower(s) Name
Delete - Full name(s) of person providing this certificate
text below user details

Remove User

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Westpac Institutional Bank

Corporate Lending Portal – Removal of User Form

Please fill out the details of the User(s) to remove their access to Corporate Lending Portal on behalf of the Borrowers nominated in this form.

User

The User shall have the following User Authorisation Level (please select either Non-Authoriser or Authoriser)

User Authorisation Level *
Non Authorised
Authoriser
Delete - Signature of person providing this certificate.
Please specify the Borrower(s) from which the abovementioned User should be removed. To remove a User completely from Corporate Lending Portal, all Borrowers they were assigned to must be listed. To obtain a list of all Borrowers, please contact your Client Experience Manager.

Borrower - Details

Nominate Users

The Borrower hereby nominates and authorises the individual identified on this form and whose signature appears on the Corporate Lending Portal - User Registration Application Form to be a User of Corporate Lending Portal on behalf of the Borrower with the User Authorisation Level selected on the Corporate Lending Portal - User Registration Application Form.

User

ACKNOWLEDGMENT AND AGREEMENT –

I/We hereby agree and certify that:
I/We am/are authorised to complete this application form on behalf of each Borrower. Each signatory must be authorised to sign for all Borrowers listed below.
I have read and agree to the contents of the Privacy Statement contained in Part A.
The details included in this application form are true and correct as at the date of this application form.
All documents in the possession or control of the Borrower that verify the information in this application form have been supplied to Westpac and all documents so supplied are true and correct as at the date of this application form.
Westpac will rely on this application form to determine whether to provide services to each Borrower in compliance with the law.
I/We request that the Users referred to in this Corporate Lending Portal – Removal of User Form be removed as a User of Corporate Lending Portal in respect of the Borrowers listed.
I/We have received, read and agree to the Corporate Lending Portal Terms and Conditions and the WIB Digital Connect General Terms and Conditions of Use. Any terms defined in the Corporate Lending Portal Terms and Conditions or the WIB Digital Connect General Terms and Conditions of Use have the same meaning in this application form.
Do you need to add another Borrower? *
Does the next borrower have the same signatories? *
Borrower(s) Name
Delete - Full name(s) of person providing this certificate
text below user details

Edit Borrower

Westpac Institutional Bank

Corporate Lending Portal – Edit Borrower Authorisation Model Form

To request a change to the Authorisation Model for your Corporate Lending Portal, please complete the below, ensuring that all Borrowers in your existing set up are listed. To obtain a list of all Borrowers, please contact your Client Experience Manager.

Requested Authorisation Model

All Borrowers shall have the following Authorisation Model (please select either Single or Multiple) *
Single
Multiple

Borrower - Details

Current Authorisation Model

All Borrowers shall have the following Authorisation model (please select either Single or Multiple) *
Single
Multiple

Nominate Users

The Borrower hereby nominates and authorises the individual identified on this form and whose signature appears on the Corporate Lending Portal - User Registration Application Form to be a User of Corporate Lending Portal on behalf of the Borrower with the User Authorisation Level selected on the Corporate Lending Portal - User Registration Application Form.

User

ACKNOWLEDGMENT AND AGREEMENT –

I/We hereby agree and certify that:
I/We am/are authorised to complete this application form on behalf of each Borrower. Each signatory must be authroised to sign for all Borrowers listed below.
I have read and agree to the contents of the Privacy Statement contained in Part A.
The details included in this application form are true and correct as at the date of this application form.
All documents in the possession or control of the Borrower that verify the information in this application form have been supplied to Westpac and all documents so supplied are true and correct as at the date of this application form.
Westpac will rely on this application form to determine whether to provide services to each Borrower in compliance with the law.
I/We hereby request that each Borrower’s Authorisation Model be changed as nominated in this Corporate Lending Portal – Edit Borrower Authorisation Model Form to be the “Requested Authorisation Model”.
I/We have received, read and agree to the Corporate Lending Portal Terms and Conditions and the WIB Digital Connect General Terms and Conditions of Use. Any terms defined in the Corporate Lending Portal Terms and Conditions or the WIB Digital Connect General Terms and Conditions of Use have the same meaning in this application form.
Do you need to add another Borrower? *
Does the next borrower have the same signatories? *
Borrower(s) Name
Delete - Full name(s) of person providing this certificate

CEM Approval

Based on your review, kindly select the below option

Remove Borrower

Westpac Institutional Bank

Corporate Lending Portal – Removal of Borrower Form

Borrower Authorisation Model

All Borrowers shall have the following Authorisation model (please select either Single or Multiple) *
Single
Multiple
Please fill out the details of the Borrower(s) which need to be removed from Corporate Lending Portal.

Borrower - Details

Nominate Users

The Borrower hereby nominates and authorises the individual identified on this form and whose signature appears on the Corporate Lending Portal - User Registration Application Form to be a User of Corporate Lending Portal on behalf of the Borrower with the User Authorisation Level selected on the Corporate Lending Portal - User Registration Application Form.

User

ACKNOWLEDGMENT AND AGREEMENT –

I/We hereby agree and certify that:
I/We am/are authorised to complete this application form on behalf of each Borrower. Each signatory must be authroised to sign for all Borrowers listed below.
I have read and agree to the contents of the Privacy Statement contained in Part A.
The details included in this application form are true and correct as at the date of this application form.
All documents in the possession or control of the Borrower that verify the information in this application form have been supplied to Westpac and all documents so supplied are true and correct as at the date of this application form.
Westpac will rely on this application form to determine whether to provide services to each Borrower in compliance with the law.
The Borrowers listed in this Corporate Lending Portal - Removal of Borrower Form hereby gives notice to Westpac that it cancels and terminates its use of Westpac Corporate Lending.
I/We have received, read and agree to the Corporate Lending Portal Terms and Conditions and the WIB Digital Connect General Terms and Conditions of Use. Any terms defined in the Corporate Lending Portal Terms and Conditions or the WIB Digital Connect General Terms and Conditions of Use have the same meaning in this application form.
Would you like to remove Corporate Lending Portal access for another Borrower? *
Does the next borrower have the same signatories? *
Borrower(s) Name
Delete - Full name(s) of person providing this certificate

CEM Approval

Based on your review, kindly select the below option

Customer Declaration & Submission

Corporate Lending Portal – Customer Declaration & Submission

The Terms and Conditions for Corporate Lending Portal are displayed here. Please click on the link to view the PDF file which can also be saved and printed if desired.
Please enter the email address below to receive a PDF version of the form for your signature. *

OFFICE USE ONLY.

Westpac Institutional Bank

For Office Use Only

User Details Check

UserDetailsTable
User Name
User Role (Authoriser / Non-Authoriser)
User CIS Key
IDV Status (Westpac Identified/ Restricted/ Not Identified)
Is Email address present in SOL? (Y/N)
Is Mobile number present in SOL? (Y/N)
Are all authorisers Westpac Identified?

Borrower Details Check:

Borrower Name
Borrower CIS Key
Is ABN/ACN correct? (Y/N)
test
test
best
rest

Signatories Check

Are all the nominated signatories authorised to sign the document?
Have the relevant signatories signed for all Borrowers and Users?


Westpac Staff Name _____________________________________
Westpac Salary ID _______________________________________
Westpac Staff Signature _________________________________
Westpac Institutional Bank

PDF Download and Upload

Company Summary

CEM has approved the CIB On-Boarding form. Kinldy download the PDF from below and upload it with the Signatures.
Step 2: Send all pages of the signed form by uploading a scanned copy below
pdf
File:
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© 2018
Westpac Banking Corporation
ABN 33 007 457 141
AFSL and Australian credit licence 233714