Referral form.

Request an appointment with a dedicated banking specialist for your client.

Referred by (your details)

Referral source number (RF#)

Referrer’s full name

Referrer’s business name

Referrer’s phone number

Area code required for landline

Your Business Development Manager

Customer details

* indicates compulsory fields

First name *

Last name *

Residential address

Suburb

Postcode *

What state do you live in?

Phone number *

Area code required for landline

Preferred contact time

AM/PM

Email *

Referral source declaration

I DECLARE AND CERTIFY to the Bank that on

I informed the customer about Bankwest’s credit activities and:

(a) obtained the customer’s consent to be contacted by someone from Bankwest within 10 business days

(b) disclosed to the customer the benefits, including commission, which I or an associate of mine may receive from this referral;

(c) informed the customer that their personal information may be collected by the bank to provide the customer with any product or service requested and that Bankwest’s Privacy Statement explains how Bankwest may collect, use, and share the customer’s information, how the customer can access their personal information and correct it when it's wrong, how they can make a privacy related complaint and how it will be dealt with;

(d) I have not requested the customer to pay any fee for this referral;

(e) I have not engaged in activity for which a credit licence is required under the National Consumer Credit Protection Act 2010; and

(f) in making this referral, I have not provided advice, a recommendation, opinion or other statement that would influence the customer in making a decision about a product or service regulated by Ch. 7 of the Corporations Act 2001.

Yes, I confirm

For account specific, urgent or confidential issues please contact us anytime on 13 17 19 or toll free on 1800 650 111 or +61 8 9449 2840 from overseas (international charges apply).

Bankwest is collecting your personal information so that we can respond to your enquiry. Our Privacy Statement explains how we may collect, use, and share your information, how to access your personal information and correct it when it's wrong, how to make a privacy related complaint and how we deal with it. Sometimes we update our Privacy Statement, and you can always find the most up to date version on the Bankwest website.