Get Portfolio Administration Service. - Bell Potter Securities

This guide provides a detailed overview of the Portfolio Administration Service application process offered by Bell Potter Securities. It will help you navigate through the essential steps involved in completing the application form online, ensuring a smooth and efficient submission.

Follow the steps to complete your application form correctly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in the applicant details, including personal information and address. Ensure to select the appropriate ownership structure such as individual, partnership, or company.
3. Provide contact information for all individuals listed on the application. It's essential to include home, business, and mobile numbers along with email addresses.
4. Indicate the initial cash deposit amount and approximate value of assets intended for transfer into the Portfolio Administration Service.
5. Specify whether you wish for Bell Potter to maintain records for any client-controlled assets by selecting 'yes' or 'no.' If 'yes,' provide details of these assets, including acquisition costs and current value.
6. State your residency status for taxation purposes and provide the corresponding residential address if you are an overseas resident.
7. Input your Tax File Number (TFN) for all individuals or entities involved. Note that providing your TFN is optional but crucial to avoid the highest marginal tax rates on earnings.
8. Select the preferred fee schedule that applies to your situation, either excluding or including brokerage fees, and agree to the terms specified.
9. If designating a third party to conduct business on your behalf, include their information and ensure they provide verification of identity as required.
10. Complete the Portfolio Administration Transfer Authorisation section to facilitate the transfer of assets into the service. Be specific about the stocks to be transferred.
11. Finalize your application by signing the declaration and ensuring all required signatures from individual applicants or company directors are included.
12. Return all completed forms, including the Limited Power of Attorney and Capital Gains Tax Data Collection forms, to your adviser. Once all necessary documentation has been submitted, your account setup will commence.

Complete your application for the Portfolio Administration Service online today to begin managing your investments efficiently.