Raisebook

​How to Complete Raisebook's Share Application Form

Let's face it. Share application forms can be a nuisance to complete.

Typos and illegible handwriting can cause delays in acquiring your shares. Raisebook's platform provides entity storage for multiple entities.

Raisebook automates the filling in of application forms based on the entity you choose, so you never have to worry about typos again.

Raisebook strives to make this process as painless as possible, however you need to supply us with the correct information when you are completing the form.

Required Information

Share application forms require you to complete with the details of the entity that will be holding the shares. This includes: Entity Name, Address, ABN or ACN (if applicable), HIN, TFN (if applicable) and number of shares applied for. A contact name and details are also required.

The application form will include instructions on how to complete the form. We recommend always following the form's instructions as different forms may have different requirements.

Raisebook simplifies this process by ensuring your chosen entities' details are copied directly to the form.

After placing a bid on Raisebook you will need to complete a share application form to finalise your bid.

What follows is a step by step guide to completing the online share application forms on the Raisebook platform.

If you're after an introduction to completing application forms see our article here.

Walkthrough

After registering your interest, selecting an entity and submitting a bid, you will receive an email.

If you have trouble finding the email check your spam folder. In gmail the email may have been filled under the Promotions or Updates category. Or, search for

  • The 'From' address: docs@pdoc.co
  • Subject will be: Raisebook Pty Ltd sent you "COMPANY.NAME - Application Form"

Read the instructions on the email and click Open the Document. If the application process is different to the below, the details will be included in the email you have received. If you have any issues contact us at info@raisebook.com.

Once the page loads you will find your online application form.

You must complete the red highlighted fields, green fields are optional depending on your entity. Click the Next button to navigate through the required fields. The counter in the bottom left tracks the number of required fields still to be completed.

Once all fields are completed click the button Click to Complete.

Once completed the below popup will appear informing you that the document is completed. From here you are able to download a PDF copy of your completed form. Please note - the URL will only be available for 30 days. We recommend you download a copy for your records.

Once completed, you will receive an email informing you of the document's completion, and providing a link to return to the form and download a copy.

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