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


Adviser Express - New Account Form

Adviser Express - New Account Form


Australian Standard Transfer

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.


Change of Address and Contact Details

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.


Change of Name or Name Correction

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.


Direct Credit/Debit Request

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.


Direct Credit of Dividend Payments Request

Direct Credit of Dividend Payments Request


Electronic trade confirmations

If you would like to have your trade confirmations automatically delivered to your email account please complete this form.


GST Declaration for overseas clients

Non-residents for the purpose of Australian Taxation laws can apply for exemption from GST from Bell Potter.


Holdings transfer to Bell Potter

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.


Issuer Sponsored to CHESS

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).


Minor Name Correction to an Issuer Sponsored Holding

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.


Partly Paid Security Agreement

Complete this form if you intend to purchase any partly paid securities.


Request for Direct Credit

Request for Direct Credit


Third Party Authority

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.


Can't find what you are looking for?

If you can't find what you are looking for please send us an email.

Return forms to

Bell Potter Online
C/- New accounts
GPO Box 658
Brisbane QLD 4001

Fax: (07) 3295 2683

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Return forms to

Bell Potter Online
C/- New accounts
GPO Box 658
Brisbane QLD 4001

Fax Number

(07) 3295 2683