Standard Client Account Opening Pack
Opening a Client Account
The following documents will assist you to open a standard execution, clearing,
and settlement account for your client:
Before you begin transacting on your clients' behalf we require a signed,
completed copy of the Standard Client Account Opening Form.
We strongly recommend your client also completes the
Direct Debit/Credit Form and the
HIN Transfer to Bell Potter Form.
Please 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 trades is for their holdings to be
CHESS sponsored by Bell Potter.
The HIN Transfer Form
allows us to transfer existing holdings from another broker to Bell Potter. Your
client maintains their existing HIN and settlement is more cost effective and efficient.
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.