Forms for Intermediaries
The forms listed below are for clients who have equity portfolios. For your convenience, all forms are in downloadable PDF format. Note: Goldman Sachs Australia will provide the execution services.
| Direct Debit and Credit Request | Arrange for a non-goldman Sachs account to be used for setting trades |
|---|---|
| Instruction to Change Sponsoring Broker | Change your client's sponsoring broker to Goldman Sachs Australia |
| Intermediary Clients Financial Services Guide | For clients of financial planners, portfolio managers and other licensed financial service providers who use the services of JBWere |
| Intermediary Clients Terms and Conditions of Trading | For clients of financial planners, portfolio managers and other licensed financial service providers who use the services of JBWere |
| Intermediary Client Investment Account CHESS Sponsorship Agreement | Open an investment account for your client |
| Personal Investment Profile | Complete for all clients new to JBWere |
| Warrant Client Agreement | Facilitate the capacity to trade warrants on a clients account |
Further information
Further documentation may be required for us to complete your clients' requests. To confirm these requirements, or for further information, please contact the Intermediaries Desk
Useful links
- Australian Securities Exchange – www.asx.com.au
- Bloomberg – www.bloomberg.com
- Computershare – www-au.computershare.com
- Delisted.com – www.delisted.com.au
- Link Market Services – www.linkmarketservices.com.au