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DIY Trading

Application Form (68 KB)
Terms & Conditions (73 KB)
Read more about DIY Trading at Direct Broking

ONLINE MULTI-CURRENCY ACCOUNT

Application Form (200 KB)
Read more about the Online Multi-Currency Account

DIRECT BROKING CALL ACCOUNT

Application Form (373 KB)
Read more about the Direct Broking Call Account

Trading in Australia

E*Trade CHESS Application Form (53 KB)
E*Trade CHESS Terms and Conditions (109 KB)
E*Trade CHESS Sponsorship Agreement (62 KB)
E*Trade CHESS Financial Services Guide (122 KB)
E*Trade CHESS Best Execution Policy (150 KB)

Read more about trading in Australia with Direct Broking and E*Trade CHESS (30 KB)

Account Maintenance

Change details for Individual or Joint accounts (40 KB)
Change details for Trust or Company accounts (41 KB)
Nomination of an Authorised Representative for Individual or Joint accounts (40 KB)
Nomination of an Authorised Representative for Trust or Company accounts (40 KB)
Nomination of an Authorised Representative on your NZD Call Account (36 KB)

One-off Sale Guidelines

How are your shares held?

In my Individual name (39 KB)
In Joint names (50 KB)
In the name of a Minor (48 KB)
In an Estate, I am the Executor (38 KB)
In an Estate, I am the Solicitor (37 KB)
In someone else's name, but I have Power of Attorney (37 KB)
In the name of a Company
In the name of a Family Trust

Registry Forms

New Zealand off-market transfer form: Computershare (80 KB)
New Zealand off-market transfer form: Link Market Services (23 KB)
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