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Welcome to the Watermark Absolute Return Fund 'Know Your Client' Form
Continue an existing application
Continue existing application
Please find a list of your most recent incomplete forms for this fund
About this process
To enable you to convert your shares in the Australian Leaders Fund Limited to units in Watermark Absolute Return Fund you need to provide your details for ID Verification and Anti Money Laundering (AML) and Know Your Client (KYC) compliance purposes. Using this secure online process enables you to do so online, thereby saving you time. The system has also been pre-loaded with your account details, which we will need to verify for your security.
If this is the first time you have arrived at this page, click on the button below "Start your AML/KYC verification" below and then follow the on screen prompts and enter your current investment details. You will find your SRN or HIIN on the top right-hand corner of your proxy form. If you have started the process previously, click on the "Continue your AML/KYC verification" and enter the Application ID you were previously provided.
Once you have entered your SRN or HIIN, your domicile, and your postcode click the blue Next >> button. Once your details have been matched, you can complete your registration, enter your investment details and proceed to securely verify your identity online. Although you can skip online verification, completing it online saves you having to provide certified copies of your ID documents in the mail. You will be able to Save your information at any time and return to it by entering your Information form ID.
On the following pages you will be provided with a list of what you'll need to complete the process. If you have any questions regarding completing the Know Your Client form itself, please use the "Live Chat" or "Feedback" button (top right) or call OLIVIA123 on 02 8022 8494.
If you have any questions regarding the change in your investment itself or your Investment Details, please call Boardroom Limited on 1300 737 760 (in Australia) or +61 2 9290 9600 (International).
What do you want to do?
This online AML/KYC process is powered by OLIVIA123. Please read the following before selecting which option suits your situation:
If you have previously started an online AML/KYC form and have not submitted it choose "Continue your AML/KYC verification"
If you have previously used or registered for OLIVIA123 to start an application, or fill in an online AML/KYC form for this or any other fund, choose "Login Now"
If you have not yet started an online form, or not used or registered for OLIVIA123 before, choose "Start your AML/KYC Verification"
If you don't want to start a new or continue an existing application, but would like to view your dashboard, choose "Go to dashboard"
Continue your AML/KYC verification
If you've started but not completed a previous 'Know your client' form for the Australian Leaders Fund
If you've started or completed a form or application with Olivia123 previously
Start your AML/KYC verification
If you haven't filled in an application previously, or want to start a new AML/KYC verification If you want to start a new AML/KYC form for the Australian Leaders Fund
About the AML/KYC process
Proof of Identity
Thank you, we have matched your SRN/HIIN to our records.