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Westpac Institutional Bank
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Westpac Institutional Bank

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Corporate Lending Portal - Onboarding Form

Please take note of the following which will help you complete the onboarding form.

1. Nominate all users in the form who require access to Corporate Lending Portal.
2. Specify the Authorisation Level for each user which would be the same across all Borrowers they would be provided access to. Note that all authorisers need to be KYC’d.
3. Nominate all Borrowers in the form that are required to be set up for Corporate Lending Portal.
4. Specify the Authorisation model which would be the same across all Borrowers.
5. After form completion, please print and sign the forms. Signatures are required from all individual users and authorised signatories for each Borrower.
Authorised signatories that are common across multiple Borrowers can sign just once for those Borrowers.
Please complete the registration forms for the Users and Borrowers who require access to Corporate Lending Portal and take note of the following:

•The Authorisation Level selected for each User will apply to all Borrowers they are provided access to.
 •The Authorisation Model selected will be applied across all Borrowers.
 •After completion, please print and sign the form. Signatures are required from each nominated User, along with the authorised signatories from each Borrower. If Borrowers share the same authorised signatories then those signatories may sign just once for all related Borrowers.
Your privacy is important to us. We collect personal information from you to process your request to set up Westpac Corporate Lending Portal.
For more details about how we handle your personal data, how to access or correct your personal information, or make an enquiry or complaint, please see our
Privacy Policy and EU Data Protection Policy.

For any queries, please contact your Client Experience Manager
Kindly make a selection *

User Details

text on top of user details
Westpac Institutional Bank
Please submit the form to have the final copy of the PDF. This is just a sample version
PART A

Corporate Lending Portal – User Registration Application Form

Please nominate all the users who require access to Corporate Lending Portal.
Users can be assigned to individual Borrowers in the Corporate Lending Portal - Borrower Registration Application Form.

By completing this form as a User, you acknowledge that you have read and agreed to the contents of the Privacy Statement contained in part B below.

User

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

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 agreed to the contents of the Privacy Statement contained in Part B below.
•The details included in this application form are true and correct as at the date of this application form.
•I agree to become a User for each Borrower which nominates me on a Corporate Lending Portal - Borrower Registration Application 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.
text below user details
PART B
Privacy 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; and•share 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; and•your 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.For our customers located in the European Union (EU) and the United Kingdom (UK)The General Data Protection Regulation (GDPR) and the UK General Data Protection Regulation (UK GDPR) regulate the collection, use, disclosure or other processing of personal data under EU and UK law respectively. Personal data means any information relating to you from which you are either identified or identifiable. Our collection, use, disclosure and other processing of personal data is regulated by the GDPR and UK GDPR if: (a) you interact with Westpac businesses in the EU or the UK; (b) we offer products or services to you whilst you are located in the EU or UK; or (c) we monitor your behaviour whilst you are located in the EU or the UK (such as through the use of cookies when you interact with us online). Please refer to our EU Data Protection Policy on our website at http://www.westpac.com.au/privacy/eu-data-protection-policy for information about how we manage your personal data under the GDPR and UK GDPR.What are your rights?Our Privacy Policy and EU Data Protection Policy cover:•how you can request access to or correct your personal data; and•how 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.

Borrower Details

Westpac Institutional Bank
Please submit the form to have the final copy of the PDF. This is just a sample version
PART C

Corporate Lending Portal – Borrower Registration Application Form

Borrower Authorisation Model

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

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 agreed to the contents of the Privacy Statement contained in Part B above.
•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 – Borrower Registration Application Form is authorised to be a User of each Borrower with the User Authorisation Level selected in the Corporate Lending Portal - User Registration Application 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 wish to nominate another Borrower? *
Does the next borrower also have common signatories as the above Borrower? *
Borrower(s) Name
Delete - Full name(s) of person providing this certificate

CEM Approval

Based on your review, kindly select the below option

Terms and Conditions

Follwoing are the conditions
1) Your right to privacy is important to us. By signing and submitting this form to us, you are acknowledging that you have obtained, read and understood our Privacy Statement, which provides important information about how we will deal with your personal information. You can access the Privacy Statement online at http://www.westpac.com.au/docs/pdf/pb/privacy-statement.pdf. Alternatively you can call 132 032 and request for a copy to be sent to you or visit one of our branches.


Kindly add the related Users and Companies with their complete details.

2) Your right to privacy is important to us. By signing and submitting this form to us, you are acknowledging that you have obtained, read and understood our Privacy Statement, which provides important information about how we will deal with your personal information. You can access the Privacy Statement online at http://www.westpac.com.au/docs/pdf/pb/privacy-statement.pdf. Alternatively you can call 132 032 and request for a copy to be sent to you or visit one of our branches.


Kindly add the related Users and Companies with their complete details.

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 customer onboarding form for your signature. *
Please download the PDF to preview before submission of the form

Product Document -

Please generate, download and sign document.
Products Document
File:
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MergePDF
File:

OFFICE USE ONLY.

Westpac Institutional Bank

For Office Use Only

Add User or Borrower to existing set up

Borrower Details Check:

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

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 1: Download your Application, then print and sign as indicated in the Signature Checklist
Step 2: Send all pages of the signed form by uploading a scanned copy below
pdf
File:
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Westpac Banking Corporation
ABN 33 007 457 141
AFSL and Australian credit licence 233714