Social Clubs / Community Accounts
Are you looking to open an account to help your sports group or social club or charity
It’s simple, follow the steps below to open your account:
STEP
1
If you are a member, complete an Associations Cooperatives Social Clubs Membership Application (PDF).
We require the following information:
- full name of the association or club
- full address of their principal place of administration
- full name of the Chairman, Secretary and Treasurer or equivalent Officer/s.
STEP
2
For your application to be successfully processed, you must provide the following:
- If your group is incorporated we’ll need your certificate of incorporation or a certificate of registration.
- If your group is not incorporated you must provide a copy of the minutes of meeting that authorises opening the account or constitution or rules of the association.
- If this is a charitable group, we’ll need your Authority to Fundraise.
Ensure you list the signatories to the account and how many signatories are required to transact.
The minutes should also detail:
- that the opening of an account with Bank of Heritage Isle has been authorised.
- the number of signatories required to sign any single transaction for any withdrawal or transfer of funds
- the names and signatories of the office holders and authorised signatories.
STEP
3
Authorised signatories that are not existing Bank of Heritage Isle Members will need to be verified. Please ask them to complete a Membership Application form.
You can return the form and accompanying documents by:
- Scanning and emailing to direct@heritageisle.com.au
- Mail to Bank of Heritage Isle REPLY PAID 63593 Surry Hills NSW 2010
Updating Existing Social Clubs
If you are helping to run an existing social club and would like to make changes such as update the signatories to the account, change the name or open or close accounts, you must download and complete the Change of Signatories or Name for a Social Club form (PDF), and provide minutes of meeting authorising the change.
You can return the form and accompanying documents by:
- Scanning and emailing to direct@heritageisle.com.au
- Mail to Bank of Heritage Isle REPLY PAID 63593 Surry Hills NSW 2010
Terms & Conditions
Bank of Heritage Isle is not obligated to open Social Club account unless is is satisfied that you are a not-for-profit group in Tasmania. Social Club accounts are not available for personal, domestic or household use.
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