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This form is used to request the transfer of CHESS Sponsored holdings from another broker to Bell Potter Securities Limited.
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How to fill out transfer of chess holdings
How to fill out Transfer of CHESS Holdings Form
01
Obtain the Transfer of CHESS Holdings Form from your broker or the official website.
02
Fill in your personal details, including your name, address, and contact information in the appropriate sections.
03
Provide your CHESS Holder Identification Number (HIN) on the form.
04
Indicate the details of the securities you wish to transfer, including the number of units and the security codes.
05
Specify the recipient's details, including their name, address, and HIN, if applicable.
06
Sign the form to authorize the transfer.
07
Submit the completed form to your broker or the relevant securities exchange.
Who needs Transfer of CHESS Holdings Form?
01
Investors who wish to transfer their securities held in CHESS to another party.
02
Beneficiaries who require the transfer of securities due to inheritance or gift.
03
Individuals changing brokers and needing to transfer their holdings.
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What is Transfer of CHESS Holdings Form?
The Transfer of CHESS Holdings Form is a document used to facilitate the transfer of CHESS Holdings, which are electronic records of ownership of securities in Australia. It enables the transfer of ownership from one entity to another within the CHESS system.
Who is required to file Transfer of CHESS Holdings Form?
The Transfer of CHESS Holdings Form must be filed by the current holder of the securities who wishes to transfer their ownership to another party, as well as by the recipient of the securities.
How to fill out Transfer of CHESS Holdings Form?
To fill out the Transfer of CHESS Holdings Form, provide the details of the current holder, the recipient, and the specific securities being transferred. Include information such as names, addresses, and the number of securities, and ensure all required signatures are obtained.
What is the purpose of Transfer of CHESS Holdings Form?
The purpose of the Transfer of CHESS Holdings Form is to legally document the transfer of ownership of securities and to ensure that the transfer is recorded accurately within the CHESS system.
What information must be reported on Transfer of CHESS Holdings Form?
The information that must be reported on the Transfer of CHESS Holdings Form includes the names and addresses of both the transferor and the transferee, the details of the securities being transferred (such as the security identifier), and the number of units being transferred.
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