Your appointment
Depending on the reason for your appointment with us, there are different things you need to think about and bring.
Investments appointment
What to bring
If you are a new customer or investor, please bring with you two forms of identification; at least one that includes a photograph such as your passport or drivers licence.
Home loans appointment
What to bring
- Home loan appointment checklist
- For equity release home loans (60+), please bring photo identification e.g. your driver's licence
Personal Assist appointment
What to think about
Consider the kind of assistance you or your family require - such as paying your bills, looking after your bank accounts and investments, household duties, doing your tax returns...
What to bring
If you are a new customer, please bring with you two forms of identification; at least one that includes a photograph such as your passport or drivers licence.
Tax returns appointment
What to bring
If you are a new customer, please bring with you...
- Two forms of identification; at least one that includes a photograph such as your passport or drivers licence
- Tax return appointment checklist
Where to go
Directions to your nearest Public Trust Customer Centre