This area of our website is intended for intermediaries looking to
supply their clients with forms they may require for their share trading.
If you have any questions about these forms please call us on 1800 33 00 88.
| Account Opening Form |
Account Opening Form - CHESS Sponsorship Form included
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(255kb) |
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Australian Standard Transfer
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This form must be filled out when you intend to undertake an
off-market transfer. Your adviser can give you more information
about off-market transfers and can help you determine if this is
suitable for your needs.
Please note: Both the buyer and the seller need to sign an
off-market transfer form.
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(118kb)
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Change of Address and Contact Details
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If you have recently moved we will need you to fill out and
sign a change of address form so that we can update your Bell
Potter Account details.
Please note: if your share holdings are not sponsored by
Bell Potter you will need to contact each individual share
registry and provide them with their required information.
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(34kb)
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Change of Name or Name Correction
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If you have changed your name as a result of marriage, divorce
or a formal name change and would like to change your Bell
Potter Account Name/(s) you will need to notify us in writing
and provide supporting identification.
You should also use this form if you would like to amend your
Bell Potter Account Name/(s) to include or deleted a middle name
or initial, or need to amend a company name.
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(31kb)
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Chess Sponsorship Agreement
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Use this form to have some or all your shareholdings,
sponsored by Bell Potter, and held under one unique Holder
Identification Number (HIN).
[Note: You should only use this form where you have
previously completed an Account Opening Form and elected not to
be sponsored]
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(373kb)
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Direct Credit/Debit Request
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You can now pay for or have the proceeds of your share trades
direct credited/debited from or to a nominated account.
To ensure that your share trades are automatically paid for or
credited on the due date please complete in full the attached
direct credit/debit form and return the form to your adviser.
Please note that Bell Potter does not allow third party details.
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(117kb)
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Electronic trade confirmations
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If you would like to have your trade confirmations automatically
delivered to your email account please complete this form.
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(95kb)
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GST Declaration for overseas clients
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Non-residents for the purpose of Australian Taxation laws can
apply for exemption from GST from Bell Potter.
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(50kb)
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Holdings transfer to Bell Potter
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This form is to be used when arranging the transfer of your HIN
(including all holdings) or a portion of your CHESS holdings
from one CHESS sponsor to Bell Potter.
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(54kb)
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Issuer Sponsored to CHESS
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Use this form if you have share holdings that are issuer
sponsored that you would like to move over onto your Bell
Potter sponsored CHESS account. Please note you must already
be sponsored by Bell Potter and have your unique Holder
Identification Number (HIN).
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(32kb)
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Minor Name Correction to an Issuer Sponsored Holding
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Sometimes you may find that you have been issued stock,
in a name that is slightly different from your registered name.
For example while your registered name is 'Ann Smith',
you may have been issued stock in the name of 'Anne Smith',
or 'Ann B Smith'.
Where the correction is minor, and there is no change in
beneficial owner you can fill out a Name Correction Request and
Indemnity to be forwarded to the appropriate share registry.
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(112kb)
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Partly Paid Security Agreement
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Complete this form if you intend to purchase any partly
paid securities.
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(22kb)
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Payment Instruction
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Use this form to credit a specific bank account either for a
one-off payment, or to permanently change your crediting
instructions.
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(28kb)
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Third Party Authority
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Fill in this form to allow a third party to have authority
to operate on your account and conduct transactions on your
behalf. NB This does not include signing power or authorising
payments to third parties.
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(59kb)
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This can be downloaded for free at the
Adobe website.