Book an appointment

- 1. Meet with a Financial Advisor or Mortgage Specialist
- 2. Confirm & Submit

In addition to providing everyday banking services, Gulf & Fraser focuses on educating and empowering members to plan, protect, and dream bigger. It is our priority to ensure that you gain the financial clarity you need to achieve your financial goals!

Our accredited experts take the time to get to know your needs and financial goals - forming a partnership that is focused on you.

We are here to help. Fill in the form below and we'll contact you within 2 business days. Together we will help create a plan that will allow you to take charge of your finances, and make a difference in your financial future.

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Your Information

First Name

Last Name

Preferred Contact Method

Phone

Appointment Information

How would you like to meet?

Phone

In Branch

At a location near me (cafe/library/my home)

Which Branch is nearest you?

Preferred Appointment Time

Preferred Appointment Date

dd/mm/yyyy

For a full list of our branch locations and hours, visit https://www.gulfandfraser.com/find-a-branch

Investment Information

What topic would you like to discuss?

Privacy Agreements

I consent to Gulf & Fraser obtaining, verifying, or updating my credit information for the application process.

I consent to the Gulf & Fraser, and its agents and representatives:

using my personal information to obtain and verify credit, employment, and residence information, and other information about me as permitted by law;
disclosing information about my credit history and other personal information to other financial institutions and credit reporting agencies in order to update my credit information and maintain the integrity of the credit reporting system; and
obtaining records containing credit information about me from any person or source from time to time, including other financial institutions and credit reporting agencies.

If there is more than 1 Applicant, I consent to the Financial Institution disclosing information about the Account as instructed by either/any 1 of the Applicants.

I consent to Gulf & Fraser collecting, using and disclosing my personal information as described in the agreement below.

Full Agreement

I consent to Gulf & Fraser or its agents and representatives, collecting, using, and disclosing my personal information provided in connection with this Application or any previous or any new application for products or services, including applications for MemberCard(s) ® and/or Direct Services, or in connection with the operation of the Account, and any changes or additions to this information provided in the future, for the purposes of:

providing me, or a third party for whom I am acting, with Gulf & Fraser products and services that I have applied for or may apply for in the future and providing information to suppliers of products and services to me or the Gulf & Fraser in connection with providing these Credit Union products and services;
understanding my needs and determining the suitability of products and services for me; determining the eligibility for these products and services; providing information to me about other products and services and special promotions; enabling Gulf & Fraser affiliates and other carefully selected organizations to provide information about products and services to me; analyzing my information for marketing purposes, including conducting surveys, developing and enhancing products and services, and ensuring high service standards;
establishing my identity, verifying information provided by me with third parties including my employer and other financial institutions, verifying information provided by third parties; administering the Account; and making sure my records are kept separate from others with the same name;
protecting me, a third party for whom I am acting, or the Gulf & Fraser from error and fraud such as identity theft;
collecting a debt owed to the Gulf & Fraser;
transferring or selling Gulf & Fraser assets, such as in an acquisition, merger, loan syndication, securitization of loans, or sale of loans;
complying with legal requirements, including money laundering laws and regulations; and
sending me financial information, the Gulf & Fraser newsletter, and information about Gulf & Fraser activities or events.

I consent to Gulf & Fraser sending commercial electronic messages to me for marketing purposes, including providing me with information about products and services and special promotions that may be of interest to me or sending research surveys, invitations, or newsletters to me.

I understand that I can withdraw my consent at any time by contacting Gulf & Fraser, and that Gulf & Fraser is collecting, using and disclosing my personal information for the above purposes in accordance with its Privacy Agreement.

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Your Information

Appointment Information

Investment Information

Privacy Agreements

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