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Foreign Exchange 
Bell Potter FSGBell Potter Financial Services Guide.
Bell FX PDSBell Potter Product Disclosure Statement.
Bell Group Privacy PolicyBell Potter Privacy Policy.
Business FX 
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$)
Personal FX 
Foreign Exchange AgreementPersonal and Private Foreign Exchange Agreement.
Verification of Identity FormPersonal and Private Verification of Identity Form.
Client Standard Settlement Instructions for A$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.
Client Authorisation FormClient Authorisation Form.
Recent Corporate Finance Transactions 
Recent Corporate Transactions 2011Recent Corporate Transactions 2011
Recent Corporate Transactions 2010Recent Corporate Transactions 2010
Recent Corporate Transactions 2009Recent Corporate Transactions 2009
Futures 
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 Account 
Cash Account FlyerCash Account Flyer
Cash Account Prospectus no 6Cash Account Prospectus and Application Form.
ASIC Debentures Investor GuideCash Account Debentures Investor Guide
Continuous Disclosure PolicyCash Account Disclosure Policy
Cash Account BrochureCash Account Brochure
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 Account.
Funds Withdrawl Request FormFunds Withdrawal Request Form
Third Party AuthorityFill in this form to appoint another person, company or partnership as your authorised signatory to operate your cash account.
Margin Lending 
Approved Securities List
Approved Securities - Recent Changes
Prepay Interest Instruction Form
Refinance a Margin Loan 
Approved Securities ListApproved Securities List.
Refinance Request FormRefinance Request Form
Apply for a Margin Loan 
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
Direct Debit / Credit FormPortfolio Lending - Direct debit / credit request form
Funds Withdrawal Request FormFunds Withdrawal Request Form
Amended Sponsorship Agreement as at June 2009Amended Sponsorship Agreement
Master Priority DeedMaster Priority Deed
Superannuation 
Contribution Advice FormThis form tells us how to tax any contributions that are made for each member of your Bell Potter super fund.
Death Benefit Nomination FormFor more information see our Death Benefit Nomination Guide (97kb).
Investment Strategy Change FormComplete this form if you would like to update your Bell Potter superannuation fund Investment Strategy.
Limited Power of AttorneyGrants limited Power of Attorney for the administration service offered in conjunction with Bell Potter Personal Superannuation Solutions.
Lump Sum Withdrawal FormPlease download this form from our secure Client Access Website or contact your Adviser for a copy.
Pension Request FormPlease complete if you would like to commence an allocated, or term allocated pension or combination of both.
Rollover Request FormComplete this form to roll over any existing superannuation funds into a Bell Potter SMSF
Self-Managed Super Funds 
SMSF Product Disclosure StatementBell Potter Personal Superannuation Solutions PDS (for SMSF)
Portfolio Administration 
PAS BrochurePAS Brochure
Stockbroking 
Trading Ts&CsBell Potter Terms & Conditions
Becoming a Client 
Privacy PolicyBell Potter's Privacy Policy
Financial Services GuideBell Potter Financial Services Guide.
ASX Getting Started in SharesASX Getting Started in Shares
Australian Shares 
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.
International Securities 
International FlyerInternational Shares Fact Sheet
Equity Futures, Options and Warrants 
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
Recent Corporate Finance Transactions 
Recent Corporate Transactions 2011Recent Corporate Transactions 2011
Recent Corporate Transactions 2010Corporate transactions for 2010
Recent Corporate Transactions 2009Corporate transactions for 2009
About Us 
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
Bell Potter Privacy PolicyBell Potter Privacy Policy

Client Access

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