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Becoming a ClientReturn to Top
Financial Services GuideBell Potter Financial Services Guide
Privacy PolicyBell Potter's Privacy Policy
Trading Terms & ConditionsBell Potter retail trading and CHESS sponsorship terms & conditions.
ASX Getting Started in SharesASX Getting Started in Shares
How to complete an applicationA guide to completing your Bell Potter account opening forms
Verification of Identity Form - IndividualsVerification of Identity Form for Personal and Private clients
Verification of Identity Form - Foreign CompaniesVerification of Identity Form for Foreign Companies
Verification of Identity Form - Australian CompaniesVerification of Indentity Form - Australian Companies
Verification of Identity Form - Trusts with Company TrusteesVerification of Identity Form - Trusts with Company Trustees
Verification of Identity Form - Trusts with Individual TrusteesVerification of Identity Form - Trusts with Individual Trustees
Verification of Identity Form - Agents of ClientsVerification of Identity Form - Agents of Clients
Verification of Identity Form - Super Funds with Individual TrusteesVerification of Identity Form - Super Funds with Individual Trustees
Verification of Identity Form - Super Funds with Company TrusteesVerification of Identity Form - Super Funds with Company Trustees
Verification of Identity Form - PartnershipsVerification of Identity Form - Partnerships
StockbrokingReturn to Top
Retail Trading Terms and ConditionsBell Potter Retail Trading Terms & Conditions
Trade Confirmation Terms and ConditionsBell Potter Trade Confirmation Terms and Conditions
Institutional Terms and ConditionsBell Potter Institutional Terms and Conditions
Intermediary Terms & ConditionsIntermediary Terms & Conditions
Transfer of Chess HoldingsIf you have CHESS Sponsored holdings with another broker & would like to transfer your holding to Bell Potter
Foreign ExchangeReturn to Top
Bell FX PDSBell Potter Product Disclosure Statement
Privacy PolicyPrivacy Policy
Business FXReturn to Top
Foreign Exchange Agreement - CompaniesBusiness Foreign Exchange Agreement
Verification of Identity Form - AustralianCompaniesVerification of Indentity Form - Australian Companies
Verification of Identity Form - Foreign CompaniesVerification of Indentity Form - Foreign Companies
Client Authorisation FormFX - Client Authorisation Form
Client Standard Settlement Instructions FormFX - Client Standard Settlement Instructions (A$)
Personal FXReturn to Top
Foreign Exchange AgreementPersonal and Private Foreign Exchange Agreement
Verification of Identity FormPersonal and Private Verification of Identity Form
Client Standard Settlement Instructions for A$Client Standard Settlement Instructions for Australian Dollars
Client Standard Settlement Instructions for Foreign CurrenciesClient Standard Settlement Instructions for Foreign Currencies
Client Settlement Instructions Amendment FormClient Standard Settlement Instructions Amendment Form
Bell FX Direct Debit RequestBell FX Direct Debit Request Form
Past TransactionsReturn to Top
Recent Corporate Transactions 2015Recent Corporate Transactions 2015
Recent Corporate Transactions 2014Recent Corporate Transactions 2014
Recent Corporate Transactions 2013Recent Corporate Transactions 2013
Recent Corporate Transactions 2012Recent Corporate Transactions 2012
Recent Corporate Transactions 2011Recent Corporate Transactions 2011
Recent Corporate Transactions 2010Recent Corporate Transactions 2010
FuturesReturn to Top
ASX: Introduction to Index Futures and OptionsASX: Introduction to Index Futures and Options
How to Read your Futures and Options StatementHow To Read Your Futures And Options Statement
Privacy PolicyBell Group Privacy Policy
Futures PDSFutures Product Disclosure Statement
Futures Suitability StatementFutures Suitability Statement
Futures Account Opening FormFutures Account Opening Form
Cash FacilitiesReturn to Top
ASIC Debentures Investor GuideCash Account Debentures Investor Guide
Continuous Disclosure PolicyCash Account Disclosure Policy
Change of AddressUse this form if you have changed your address or name or need to update your banking details.
Interest Dividend Payment AuthorityUse this form to request that your income distributions from other investments be paid into your Bell Potter Cash Trust.
Funds Withdrawl Request FormFunds Withdrawal Request Form
Nominated Account RequestNominated Account Request Form
International Nominated Account Request FormInternational Bank Transfer Form
Third Party AuthorityFill in this form to appoint another person, company or partnership as your authorised signatory to operate your cash account
Bell Cash Trust PDS and Application FormsBell Cash Trust PDS and Application Forms
Margin LendingReturn to Top
Approved Securities List - Portfolio Lending AccountsApproved Domestic Securities List - Portfolio Lending Accounts
Approved Securities List - Recent ChangesApproved Securities List - Recent Changes
Prepay Interest Instruction FormPrepay Interest Instruction Form
Super Lending AccountsApproved Domestic Securities List - Super Lending Accounts
Portfolio Lending AccountsApproved International Securities List - Portfolio Lending Accounts
Portfolio Lending BrochurePortfolio Lending Brochure
Portfolio Lending PDSPortfolio Lending Product Disclosure Statement
Portfolio Lending Suitability StatementPortfolio Lending Suitability Statement
Portfolio Lending Application FormPortfolio Lending Application Form
Request to Transfer IN HoldingsPortfolio Lending - Request to transfer IN holdings
International Nominated Account Request FormInternational Bank Transfer Form
Direct Debit RequestDirect Debit Request Form
Nominated Account RequestNominated Account Request Form
Refinance a Margin LoanReturn to Top
Approved Securities ListApproved Securities List
Refinance Request FormRefinance Request Form
Apply for a Margin LoanReturn to Top
Portfolio Lending BrochurePortfolio Lending Brochure
Portfolio Lending PDSPortfolio Lending Product Disclosure Statement
Portfolio Lending Suitability StatementPortfolio Lending Suitability Statement
Portfolio Lending Application FormPortfolio Lending Application Form
Portfolio Lending FlyerPortfolio Lending Flyer
Request to Transfer IN HoldingsPortfolio Lending - Request to transfer IN holdings
Change of Address FormChange of Address Form
Funds Withdrawal Request FormFunds Withdrawal Request Form
International Nominated Account Request FormInternational Bank Transfer Form
Amended Sponsorship Agreement as at June 2009Amended Sponsorship Agreement
Master Priority DeedMaster Priority Deed
Direct Debit RequestDirect Debit Request Form
Nominated Account RequestNominated Account Request Form
Prepay Interest Instruction FormPrepay Interest Instruction Form
Self-Managed Super FundsReturn to Top
SMSF Command Information BookletBell Potter SMSF Command Information Booklet
Personal Superannuation Solutions Information BookletBell Potter Personal Superannuation Solutions Information Booklet
Self-Managed Super ExplainedBell Potter Self-Managed Super Explained
Portfolio AdministrationReturn to Top
PAS BrochurePAS Brochure
Australian SharesReturn to Top
Change of Address & Contact Details FormIf 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.
Aus Standard Transfer FormThis 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 Name or Name CorrectionIf 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.
Direct Debit Credit RequestRequest to establish a direct debit. Also used to debit the interest for your margin loan each month.
Electronic Trade ComfirmationTrade confirmations delivered by email.
GST Declaration for Overseas Clients FormNon-residents for the purpose of Australian Taxation laws can apply for exemption from GST from Bell Potter.
Third Party Authority formThird party authority form
Request to Change Name & Address Details on Issuer HoldingRequest a change of name and address on issuer holdings
Partly Paid Security AgreementComplete this form if you intend to purchase any partly paid securities.
Request for Direct Credit of Dividend Payments FormSet up a direct debit and credit facility to ensure funds are settled into your account quicker.
Consent for Electronic CommunicationsConsent for all communications delivered via email.
International SecuritiesReturn to Top
International FlyerInternational Shares Fact Sheet
Equity Futures, Options and WarrantsReturn to Top
Understanding Options TradingASX Understanding Options
Understanding Trading and Investment WarrantsASX Understanding Trading and Investment Warrants
Low Exercise Price Options Explanatory BookletASX Understanding Low Exercise Price Options
About UsReturn to Top
Bell Potter Securities ServicesBell Potter Securities Services Flyer
Bell Potter Best Execution PolicyBell Potter Best Execution Policy
Bell Potter Financial Services GuideBell Potter Financial Services Guide
Privacy PolicyPrivacy Policy

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