Private Clients

Select Equities provides a range of private client services to sophisticated and professional investors. We also provide a limited number of specialised services to retail clients, which are further explained in Select Equities Financial Services Guide in the enclosed Select Equities New Client Pack. Our private client services are provided by senior advisers of the firm. The provision of these services is based on our advisers' skills, experience and training.

Select Equities private client services include:

  • Portfolio management (only available to retail clients on request)
  • Personal advice (only available to retail clients on request)
  • General advice
  • Dealing and execution
  • Block trades
  • IPOs and placements

Significant Investor Visa

Select Equities provides a specialised Significant Investor Visa service to Chinese nationals wishing to migrate to Australia, click here for further details.

Account Activation

To activate a private client share trading account with Select Equities please download, complete and return to us copies of Select Equities New Client Pack and accompanying forms, as appropriate, along with copies of the relevant supporting documentation.

Select Equities New Client Pack
Sophisticated Investor Certificate
Professional Investor Certificate
Select Equities Direct Debit Request
& Service Agreement
Select Equities New Client Pack
Sophisticated Investor Certificate
Professional Investor Certificate
Select Equities Direct Debit Request
& Service Agreement
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