Guide to completing CMA third party authority forms

This guide will help you understand the requirements for adding or removing a third party authority on your account, using the Individual Third Party Authority form.

• To appoint a new third party authority on your account, complete Sections 1, 2 and 4.
• To remove an existing third party authority on your account, see Set up, remove and view third party authority for Cash Management Account.

The acceptable signature types for Section 2D and Section 4 of the Individual form are:

• Wet signature: This signature is pen on paper. It means the signature has been placed onto the document by hand and hasn’t been embedded by any digital methods.
• Electronic signature: An electronic representation of a signature that’s been generated by a software program. Please note we don’t accept a digital signature created by the authoriser (e.g. by copying, pasting or embedding a copy of their signature into the document, or by using a stylus pen).

To submit a form with an electronic signature:

1. Provide us a copy of your ID with a signature, such as a driver licence or passport.

2. Sign the form using an approved electronic signature provider. Please note other electronic signature platforms will not be accepted.

3. After successfully signing the form, obtain an electronic signature Certification of Completion (COC). This offers detailed information relating to a signer’s digital identity and document activity. Please download the COC from the relevant electronic signature provider’s platform and submit it as a PDF.

Please note, the electronically signed form and any COC documents must be submitted from the account holder’s email address, their financial adviser’s email address, or uploaded via Request Centre (by your adviser). The email address we receive on the COC form must match the email address we have on file.

Add third party authority

This guide will help you understand the requirements for adding a third party authority on your account in Macquarie Online Banking or the Macquarie Mobile Banking App, through selecting the ‘Add a financial services professional’ in the ‘Connected people & platforms’ settings menu.

Levels of authority

For information about the various authority levels that you can grant to a third party, please refer to Set up, remove and view third party authority for Cash Management Account in our Personal Help Centre.

Accounts

Select your account(s).

Who are you appointing?

This section is to be completed by the account holder.

Financial Services Company

This section is used to appoint a  financial services company (e.g. a financial advisory firm, stockbroking firm, accounting firm or administrator). You’ll need the following details:

1. Financial services company name
2. Financial services company dealer code (if known)
3. Select the level of authority you would like the company or professional to have on your account

Bulk transacting access is required from the Company in order to appoint General Withdrawal, Tax Payment and Financial Services Debit Authority.

General Withdrawal, Tax Payment, Financial Services Debit Authority and Term Deposit Authority are not available on Macquarie Cash Management Accelerator Accounts or Vision Savings Accounts. 

View Authority appointed on a Macquarie Cash Management Account or Vision Cash Account will automatically be replicated on the linked Macquarie Cash Management Accelerator Account or Vision Savings Account.

Financial Services Professional

You can also appoint a financial services professional (e.g. a financial adviser or accountant) that is linked to the financial services company you appoint. You’ll need the following details:

1. Financial services company name
2. Financial services company dealer code (if known)
3. Full name and adviser code (if known)
4. Select the level of authority you would like the professional to have on your account

This form cannot be used to replace a primary financial services professional for a Wrap Cash Account and/or Vision Cash Account. If you'd like to do this, please fill out the relevant Change of Account Details form.

Submit request

Check that all fields have been completed correctly and submit your request