Getting Started - Financial Planner
Getting started is easy!
There is no mountain of paperwork - just one form that provides us with your
contact details and establishes your Adviser Code.
Request to establish an Adviser Code and Related Contact Details
If you are part of a dealer group, your dealer group will need to accept and execute
our Intermediary Services agreement before you can trade or gain access to our site
for this agreement please call 1800 330 088.
If you are not part of a dealer group, you will need to execute our Intermediary
Services agreement.
Agreement with an Intermediary
Opening Client Accounts
For your convenience Bell Potter Online offers two kinds of client application packs: -
- Account Opening Application Pack
Our standard client Account Opening Application pack allows you to instruct us as your client's agent and covers sponsorship and our terms and conditions
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- One-off Trade Accounts
For those clients who are not looking to trade on an ongoing basis and do not already have a Bell Potter account established.
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If your client would like to trade
partly paid securities
or warrants
additions forms are required.
Return Completed Forms to
Bell Potter Online
C/- New accounts
GPO Box 658
Brisbane QLD 4001
Fax: (07) 3295 2683
Email: adviser@bellpotteronline.com.au
Would you like us to mail you the forms?
If you would like a copy of any of these forms or ASX Explanatory Booklets
mailed to you please contact one of our Online Services Representatives on 1800 330 088.