One-off Client Account Opening Pack
Opening a One-off Client Account
We understand that there may be clients who are not looking to trade shares on an
ongoing basis but simply have a holding that they would like to dispose of.
In this case we offer an Adviser Express Form
that can be faxed to us to expedite trades.
Please note banking details provided at the bottom of the form are for
payment only and you will need to supply a copy of driver's licence or
passport so that we can verify the client signature.
If you would like us to sweep funds for a purchase a
Direct Debit Authority
will need to be completed.
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
Important Note about payments to third parties
Please note we are unable to process third party payments.
Where a trade occurs on an account we will only debit or credit the proceeds
to a bank account with the same name.
This may be an individual account or a joint bank account with the account holder's
name. If it is a joint bank account we will require all signatories to sign the
direct debit/credit form.
We cannot debit or credit a spouse's account or company account.
Making settlement easier for your client
The easiest way for your client to settle their one-off trades is for them to supply
their shareholder reference number (SRN).
However, if they are sponsored we recommend completing a
HIN Transfer to Bell Potter Form.
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.