Get Change Of Address And Contact Details Form Bell Potter

Completing the Change of Address and Contact Details Form for Bell Potter online is a straightforward process. This guide will assist you in navigating each section of the form, ensuring that all necessary information is accurately provided.

Follow the steps to successfully complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the first section, ‘Client Details’, you will need to input your Bell Potter account number(s) and names, as well as any account designations, if applicable.
3. For the ‘Accounts’ section, indicate whether you hold any of the listed accounts (Cash Account, Margin Lending, Option, Fixed Interest, International, Other) by inserting the corresponding account numbers.
4. Proceed to the ‘Address Details’ section. Here, fill in your old residential or registered office address, including the number and street, suburb, state, postcode, and country. Repeat this for both your old postal address and new residential or registered office address.
5. Complete the ‘Contact Details’ section by entering your business number, home number, mobile number, and facsimile number.
6. In the ‘Acknowledgement’ section, provide signatures of all account holders. Ensure to date the signatures appropriately with the format dd/mm/yyyy.
7. Once all sections are complete, you can save changes to the form, download a copy for your records, print it, or share it as necessary.

Complete your Change of Address and Contact Details Form online today!