Share trading registration forms

This is where you can find any form you might need to register with Bell Direct or open a trading account with Bell Direct.

To view these forms you'll need Adobe Acrobat Reader©. You can download this for free at the Adobe website.

Registration documents

These documents form part of the process when you register with Bell Direct. You'll see these when you complete the online registration application, but here they are in case you want to access them again:

• Online application
• Financial Services Guide (PDF)
• Terms & Conditions (PDF)
• Bell Financial Trust Product Disclosure Statement and Additional Information
• Best Execution Policy (PDF)
• Direct Margin Loan Product Disclosure Statement (PDF)
• Direct Margin Loan Terms & Conditions (PDF)
• Bell Financial Trust Annual Report (PDF)

Additional forms

These forms can be used if you want to amend your details or provide us with further information:

• Account Closure Request (PDF)
• Adding an Authorised Representative (PDF)
• Broker to Broker Transfer Request (PDF)
• Direct Margin Loan Broker to Broker Transfer Request (PDF)
• Change of Name (PDF)
• Change of Address (PDF)
• Change of Email Address (PDF)
• Change of Nominated Bank Account (PDF)
• Direct Margin Loan Credit Limit Request Form (PDF)
• Issuer Sponsored Conversion Request (PDF)
• Direct Margin Loan Issuer Sponsored Conversion Request (PDF)
• Off Market Transfer Request (PDF)
• Exchange Traded Options Agreement Form
• Warrant Agreement Form (PDF)
• Partly Paid Security Client Agreement Form (PDF)
• GST Declaration for Overseas Client Form (PDF)
• Direct Margin Loan Fixed Loan Instruction (PDF)
• Tax Information Self Certification - Individual (PDF)
• Tax Information Self Certification - Entity (PDF)

ASX information

If you need general help about trading or the sharemarket, take a look at the educational booklets & brochures on the Australian Stock Exchange (ASX) website.

The ASX also runs interactive online classes to help you learn more about the Australian stockmarket.