| Account Opening Form |
Please complete this form to open a share trading account with Bell Potter. |
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| 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. |
(120kb) |
| 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.
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(36kb) |
| 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.
|
(40kb) |
Chess Sponsorship Agreement |
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] |
(151kb) |
| 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. |
(186kb) |
Electronic trade confirmations |
If you would like to have your trade confirmations automatically delivered to your email account please complete this form. |
(94kb) |
GST Declaration for overseas clients |
Non-residents for the purpose of Australian Taxation laws can apply for exemption from GST from Bell Potter. |
(49kb) |
| 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. |
(67kb) |
| 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). |
(32kb) |
| 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. |
(112kb) |
Partly Paid Security Agreement
|
Complete this form if you intend to purchase any partly paid securities. |
(21kb) |
Payment Instruction |
Use this form to credit a specific bank account either for a one-off payment, or to permanently change your crediting instructions. |
(28kb) |
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. |
(60kb) |
| Brochure |
This brochure provides details of the margin lending product offered by Bell Potter Capital and also contains the application form to open an account. |
(564kb) |
| Change of Details |
Use this form if you wish to change any personal contact details. Please note that the Australian Securities Exchange (ASX) requires an original signature before they can amend registered details. |
(81kb) |
| Transfer In Broker Sponsored |
Transfer to the lender share holdings that are broker sponsored. For each account name that shares are held under a new form is required. |
(76kb) |
| Transfer In Issuer Sponsored |
Transfer to the lender share holdings that are issuer sponsored. For each account name that shares are held under a new form is required. |
(68kb) |
| Funds Transfer Request |
Use this form to transfer funds from your Bell Potter Portfolio Lending facility to your nominated bank account, a secondary bank account or to request a cheque. |
(160kb) |
| Managed Fund Transfer In |
Request to transfer managed funds into your Portfolio Lending account, these will be held as collateral against your loan. |
(71kb) |
| Managed Fund Transfer Out |
Request to transfer managed funds out of your Portfolio Lending Account (will be subject to lender approval). |
(62kb) |
| Managed Fund Redemption |
Request to redeem one or more of your managed fund holdings. |
(83kb) |
| Refinance |
Request to refinance a facility held with another lender to Bell Potter Capital. |
(72kb) |
| Direct Debit/Credit Request |
Request to establish a direct debit for a specified amount each month. This form can also be use to debit the interest for your margin loan each month. |
(68kb) |
| Product Disclosure Statement |
These product disclosure statements will help you decide which superannuation product will meet your needs and help you compare our superannuation solutions with others you may be considering. |
(228kb) |
Benefit Transfer |
Use this form to transfer any investments you have with other superannuation funds/institutions to your Bell Potter Small APRA fund |
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Contributions Advice |
This form tells us how to tax any contributions that are made for each member of your Bell Potter super fund. |
(45kb) |
Death Benefit Nomination |
For more information see our Death Benefit Nomination Guide (97kb). |
(111kb) |
Investment Strategy Change |
Complete this form if you would like to update your Bell Potter superannuation fund Investment Strategy. |
(78kb) |
Limited Power of Attorney |
Grants limited Power of Attorney in connection with the administration service offered by Bell Potter in conjunction with the Bell Potter Personal Superannuation Solutions. |
(60kb) |
Lump Sum Withdrawl |
Use this form to make a cash withdrawal from your superannuation fund (note: government restrictions may apply); or
roll over your superannuation to another fund |
(426kb) |
Pension Request |
Please complete if you would like to commence an allocated, or term allocated pension or combination of both. |
(72kb) |
Roll Over Request |
Complete this form to roll over any existing superannuation funds into your Bell Potter Personal Super Solution |
(66kb) |
