Forms

Account application forms

Open a Share Trading account using our convenient online application forms.

Please read the relevant disclosure documents before you open an account.​

Warrants and Options

All you need, including the guide to warrants, to open a warrant or option account to link to your existing account

• Warrant client agreement

• Product Disclosure Statement - Exchange Traded Options

• ASX - Understanding Trading and Investment Warrants

• ASX - Understanding Options Trading

• Chi-X - Investing in Warrants

• Options account form

Partly paid securities

Looking to buy partly paid securities?

• Partly paid securities form

Administration forms

Looking to add someone to your account, change some details or amend your payment options – it's all here

• Direct credit authority form - You can transfer or withdraw funds within the CMC Invest platform. To learn how please visit our FAQs

• Authorised Agent (person) form

• Change of details form - You can update your details within the CMC Invest platform. To learn how please visit our FAQs

• Electronic confirmation authority

• Change of Directors/UBO/Controller form

• Ultimate Beneficial Owner/Controller/Appointer/Settlor/Beneficiary form

• Change of Name/Designation form

• Account closure form

Stock Transfer forms

Transfer, Conversion and Off market forms.

• Transfer CHESS holdings

• Issuer to CHESS conversion

• Off Market Transfer form

• International Broker to Broker Transfer form

External Data Feed agreements

Add an external approved service provider if you would like your trading data sent out to portfolio providers we can connect to.

• Praemium

• BGL Solutions

• Class Financial Systems

• superMate

US Tax Forms

If you invest in US shares through our international share trading facilities, you can now complete your US Tax forms electronically through the share trading platform. Simply, log in to the platform and click the Support menu and select US Tax Form from the drop down menu.  Refer to the user guide for assistance. 

Alternatively, if you wish to complete a paper form, please select from the options below. 

(For products traded on non US exchanges, you must contact the registry directly in regards to your tax form requirements)

• W-8BEN form [Help guide]
  To be completed by individuals. A separate form is required for each account owner in the case of joint accounts. 

• W-8BEN-E form [Help guide for Trusts] [Help guide for SMSF] [Help guide for Company]
  To be completed by a company, complex trusts (e.g. superfund accounts) where the recipient entity is the beneficial owner of the dividend. 

• W-9 form
  To be completed by US Persons. 

• W-8IMY form 
  To be completed by entities where investment income is received in an intermediary capacity and is subsequently distributed to beneficiaries (e.g. Discretionary trusts).