Applications
Forms File Size (KB)
Share trading account application (PDF)
If you wish to set up your account by completing a paper application form,  please print this form or apply online
161KB
Exchange Traded Options PDS and application form (PDF)
Please ensure you have read and understood our Exchange Traded Options Product Disclosure Document before applying for your options trading account.
499KB
Exchange Traded Options trading level upgrade (PDF)
324KB

Administration
Forms File Size (KB)
CHESS sponsorship and share transfer (PDF)
To transfer broker or issuer sponsored shares to your trading account.
114KB
Authority to trade (PDF)
If you wish to give someone else authority to trade on your trading account complete this form.
75KB
Change of Payment Options and Direct Debit/Direct Credit Request (PDF)
Complete this form to authorise funds to be direct credited or debited between your chosen nominated account and your cash account or to change your settlement method.
88KB
Off market transfer (PDF)
To transfer shares off market please complete this form
100KB
Registered holder collateral cover authority (PDF)
To meet your Options trading requirements complete this form.
80KB

Legal Documents
Forms File Size (KB)
Conditional trading risk disclosure (PDF)
33KB
FSG (schedule A and B) (PDF)
67KB
Share trading account terms and conditions (PDF)
153KB
Important information (PDF)
28KB
Privacy policy (PDF)
40KB
Share alerts subscription agreement and terms and conditions (PDF) 38KB

Other Forms
Forms File Size (KB)
ASX warrant client agreement (PDF)
To trade Warrants please read, understand and complete the ASX Warrant Clients Agreement.
85KB
Change of address notification (PDF)
Use this form to notify us of any changes to your contact details. Note it is your responsiblity to ensure your contact details are current.
47KB
Name correction request and indemnity (PDF)
If you have changed your name (eg due to marriage or divorce) or need to make a name correction on your trading account please complete this form and provide the required supporting documentation.
59KB
Cash account authority (PDF)
Complete this form to authorise us to open a new cash account on our behalf.
63KB
Cash Account PDS (PDF)
Please ensure you have read and understood the Cash Account Product Disclosure Document before opening a Cash Account.  You should read the PDS carefully and retain it for future reference 
99KB 
Partly Paid Securities (PDF)
63KB