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BROKER TO BROKER TRANSFER AUTHORITY FORM EQUITIES Please complete this form if you wish to transfer securities from another Sponsoring Broker to Pershing Securities Australia Pty Ltd (Pershing). Important:
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01
To fill out Pershing Broker to Broker, follow these steps:
02
Gather the necessary information such as account details, transaction type, and other required documentation.
03
Access the Pershing Broker to Broker form either online or through your broker’s platform.
04
Fill in your account information, including your account number and contact details.
05
Specify the transaction type you wish to carry out, whether it's a transfer, trade, or other option.
06
Provide the necessary details for the specific transaction, including the security or asset involved, quantity, price, and other relevant information.
07
Review all the entered information for accuracy and completeness.
08
Sign and date the form as required.
09
Submit the Pershing Broker to Broker form to your broker for processing.
10
Wait for confirmation of the transaction and any subsequent updates.
11
Keep a copy of the filled-out form and any related documents for your records.

Who needs pershing broker to broker?

01
Pershing Broker to Broker is needed by individuals or entities who want to transfer or trade securities or assets through the Pershing broker platform.
02
This service is especially relevant for investors, traders, and financial professionals who are clients of Pershing and wish to engage in broker to broker transactions.
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Whether it's transferring securities between different accounts or executing trades between brokers, Pershing Broker to Broker provides a convenient and secure platform for such transactions.
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Both individual investors and organizations, such as financial institutions and asset managers, can benefit from Pershing Broker to Broker to efficiently manage their investments and facilitate the movement of assets.
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Pershing broker to broker refers to the transfer of securities between brokerage accounts held at Pershing LLC.
Clients who want to transfer securities between two brokerage accounts at Pershing LLC are required to file pershing broker to broker.
To fill out pershing broker to broker, clients must provide detailed information about the transfer, including the type and quantity of securities being transferred.
The purpose of pershing broker to broker is to facilitate the smooth transfer of securities between brokerage accounts held at Pershing LLC.
Clients must report information such as the account numbers of the sending and receiving accounts, the type and quantity of securities being transferred, and any special instructions.
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