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Get Aus Standard Transfer Form - Bell Potter Securities
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How to fill out the Aus Standard Transfer Form - Bell Potter Securities online
This guide provides comprehensive instructions for completing the Aus Standard Transfer Form for Bell Potter Securities online. The following steps will assist users in filling out the form accurately, ensuring a smooth transfer process.
Follow the steps to complete the form online.
- Press the ‘Get Form’ button to access the Aus Standard Transfer Form and open it for editing.
- Enter the full name of the company or corporation holding the securities in the corresponding field.
- Specify the state or territory where the company or corporation is incorporated.
- Provide a brief description of the securities being transferred, such as 'fully paid ordinary shares'.
- Indicate the quantity of securities being transferred in both numbers and words.
- List the full names of all sellers involved in the transfer.
- Enter the broker's transfer identification number if applicable.
- Provide the seller's holder reference number, either the Securityholder Reference Number (SRN) or Holder Identification Number (HIN).
- Enter the consideration amount in Australian dollars for the securities being transferred.
- Insert the date of purchase using the format dd/mm/yyyy.
- List the full names of all buyers involved in the transfer.
- Provide the full postal address for each buyer, ensuring to include the postcode.
- Include the buyer's holder reference number if they are an existing holder.
- Ensure all sellers sign and date the form, noting their capacity (e.g., Director, Executor).
- Ensure all buyers also sign and date the form, indicating their capacity when applicable.
- Review all entries for accuracy, then save the document, and if necessary, download, print, or share the completed form.
Complete your documents online today for a hassle-free experience.
If the stock is leaving nabtrade, the seller will attract a $55.00 transfer fee per holding. If the stock is being transferred between nabtrade accounts, the seller will attract a $27.50 transfer fee per holding. If transferring to or from another broker, a fee may also be payable to that broker.
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