Select Equities - Forms for Planners & Accountants

These forms are to be used by Planners & Accountants when dealing with Select Equities. The forms that are located on this page include:

Broker to Broker Transfer Request Form
This form can be used by new or existing Select Equities clients who wish to transfer-in their shares that are sponsored by another broker.

Change of Client Details Form
This form is for Select Equities clients who wish to amend their, name, address, CHESS details, banking instructions, or contact details.

Change of Bank Details ETRD
This form is for Select Equities clients with a Select Equities E*Trade account who wish to amend their banking instructions.

Change of Contact Details ETRD
This form is for Select Equities clients with a Select Equities E*Trade account who wish to amend their contact details.

Chess transfer form ETRD
This is a sponsorship transfer form for clients who wish to transfer stock to a Select Equities E*Trade HIN.

Issuer to CHESS Conversion
This form can be used by new or existing Select Equities clients who wish to transfer-in their issuer sponsores shares.

Select Equities Direct Debit Request & Service Agreement 1%
This form is a direct debit fee authority for subscribers to the Select ProActive service.

Select Equities Financial Services Guide Nov 06
The FSG is an important document that includes our fees and charges and standard terms and conditions.

Select Equities New Client Form Ausiex
This form is used to open a new Select Equities trading account, back office clearing & settlement fulfilled by Australian Investment Exchange.

Select Equities New Client Pack ETR DD
This form is used to open a new Select Equities trading account with back office clearing & settlement fulfilled by E*Trade Australia. This form should be used for activating new accounts that settle by way of electronic funds transfers (direct debit / direct credit functionality).

Select Equities New Client Pack ETR DVP
This form is used to open a new Select Equities trading account with back office clearing & settlement fulfilled by E*Trade Australia. This form should be used for activating new accounts that settle "DVP" (delivery versus payment). This includes third party settlement with margin lenders or custodians.

Client Authorisation
This form is to be submitted with the New Client Form to activate an account.

Portfolio Request Form
If you submit this form to us, we will prepare a portfolio recommendation for your client.

Share Order Form
This form is to be used when instructing us to buy/sell shares for your clients.