Home › Investment Services › Forms for Intermediaries
Use the following forms for clients who have share portfolios. Please note that all forms are in PDF format and many of them are Goldman Sachs & Partners Australia forms, as Goldman Sachs & Partners Australia will be providing the execution services.
| Form | Feature |
|---|---|
| Direct Debit and Credit Request | Request a non-JBWere or non-Goldman Sachs & Partners Australia account to be used for settling trades |
| Instruction to Change Sponsoring Broker | Change your client's sponsoring broker to Goldman Sachs & Partners 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 Pty Ltd |
| 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 Pty Ltd |
| Intermediary Client Investment Account CHESS Sponsorship Agreement | Open an investment account for your client |
| International Account Application Form | Open an account to allow your client to trade on overseas stock exchanges |
| Personal Investment Profile | Complete for all clients new to JBWere |
Please note that further documentation may be required for us to complete your clients' requests. If you are unsure of what is required, or need further information, please call the Intermediaries Desk on 1800 036 101.
Copyright © Goldman Sachs & Partners Pty Ltd AFSL 243346 and JBWere Pty Ltd AFSL 341162
Investor Service team - Phone 1300 366 790 (Australia); 0800 555 555 (New Zealand).
Or phone (61 3) 9679 1534, fax (61 3) 9679 1369.
This website contains general securities advice. In preparing the content, JBWere has not taken into account any person's particular objectives, financial situation or needs.
Before acting on any advice you should consider whether it is appropriate for you.
