Fillable Transferring Shares from Another Broker to SelfWealth 1. (Australian National University)

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Transferring Shares from Another Broker to SelfWealth 1. (Australian National University)

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The Transferring Shares from Another Broker to SelfWealth 1. (Australian National University) form is 4 pages long and contains:

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1. Your SelfWealth Account Details
FOR YOUR TRANSFER TO BE PROCESSED WITHOUT DELAY PLEASE ENSURE:
Name and address details listed on your current SelfWealth
trading account are the same as the details held with your
other broker.
All security holders requesting the share transfers sign this
document WITH AN INK PEN.
Photo ID of all account holders is attached. They must be
certified if transferring from CommSec.
For joint or trust accounts, all holders of the account
sign.
You reference the correct HIN and PID of the other
broker. (See page 3 for an example)
You have no outstanding orders or pending trade
settlements for the shares you wish to transfer.
Please return the completed, signed form along with ID of all account holders (certified if transferring from CommSec) to
support@selfwealth.com.au.
The ASX Clearing, Trading & Settlement Participant for this account is OpenMarkets. OpenMarkets Australia Ltd, Level 5/500 Collins Street,
Melbourne VIC 3000 ABN: 38 090 472 012 AFSL: 246705. Market participant of ASX, Chi-X, NSX.
Page 1 of 3Version 1.2 18/01/2021
Transferring Shares from Another
Broker to SelfWealth
Digital/electronic signatures are not accepted. Sign with a pen. Attach a copy of all account holders’ photo ID (certified for CommSec).
Your OpenMarkets ID (not your HIN)
SelfWealth Trading Account Name
To find this information, ensure you are logged in and have the correct portfolio selected, then click ‘Trading Account’ in the left-hand-side
menu. Your OpenMarkets ID will be displayed under ‘Account Details’.
For your transfer to be successful, your registration details on this form must be an EXACT match with the registration details on your
SelfWealth trading account. If not, you will need to contact your other broker to change your registration details.
Ask your other broker for their PID, a four digit number that represents that broker. You can also check your CHESS statement (see page 3).
2. Your Other Broker Details
3. Checklist Before Signing
Sponsoring Broker
Broker PID
Postcode
Your Account Name (at other broker)
Account Designation (if applicable)
Registration Address
< A/C >
HIN (at other broker)
Max. 11 Digits
State
4. Choose a Transfer Type
Version 1.2 18/01/2021
ALL of your holdings including your HIN
We only currently accept ASX-listed securities. If you do not choose the correct transfer type your transfer may be rejected.
ONLY the holdings listed belowOR
The ASX Clearing, Trading & Settlement Participant for this account is OpenMarkets. OpenMarkets Australia Ltd, Level 5/500 Collins Street,
Melbourne VIC 3000 ABN: 38 090 472 012 AFSL: 246705. Market participant of ASX, Chi-X, NSX.
Transferring Shares from Another
Broker to SelfWealth
Your name and address in your SelfWealth account and the other broker must match EXACTLY otherwise the transfer will fail.
Ticker Code (E.g. BHP) Full Company or Fund Name Quantity of Shares / Units
Page 2 of 3
All account holders must sign. For company accounts, sign in accordance with the company’s constitution.
Account Holder 1 Name (Full Name)
Date
Signature
Date
Signature
Date
Signature
Account Holder 2 Name (Full Name)
Account Holder 3 Name (Full Name)
Authorisation. Digital signatures are not accepted. Please ensure you sign the form with a pen.
Example of a CHESS Statement
Version 1.2 18/01/2021
HIN - This is your unique holder
number attached to these
securtiies.
PID - This is your other broker’s
unique identifier.
The ASX Clearing, Trading & Settlement Participant for this account is OpenMarkets. OpenMarkets Australia Ltd, Level 5/500 Collins Street,
Melbourne VIC 3000 ABN: 38 090 472 012 AFSL: 246705. Market participant of ASX, Chi-X, NSX.
Transferring Shares from Another
Broker to SelfWealth
Page 3 of 3
Digital/electronic signatures are not accepted. Sign with a pen. Attach a copy of all account holders’ photo ID (certified for CommSec).
All account holders must sign. For company accounts, sign in accordance with the company’s constitution.
Account Holder 1 Name (Full Name)
Date
Signature
Date
Signature
Date
Signature
Account Holder 2 Name (Full Name)
Account Holder 3 Name (Full Name)
Authorisation. Digital signatures are not accepted. Please ensure you sign the form with a pen.
Use this page if you need to add additional securities to Step 4.
Version 1.2 18/01/2021
The ASX Clearing, Trading & Settlement Participant for this account is OpenMarkets. OpenMarkets Australia Ltd, Level 5/500 Collins Street,
Melbourne VIC 3000 ABN: 38 090 472 012 AFSL: 246705. Market participant of ASX, Chi-X, NSX.
Transferring Shares from Another
Broker to SelfWealth
Ticker Code (E.g. BHP) Full Company or Fund Name Quantity of Shares / Units
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Transferring Shares from Another Broker to SelfWealth 1. (Australian National University)

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Completed 13 October 2021

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