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Update your information:By mail:
Computer share Investor Services Limited
Private Bag 92119, Auckland 1142
New Zealand
By email:
inquiry×computer share.co.for all inquiries:Phone:
Email:+64 9 488
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How to fill out request to consolidate holdings
How to fill out request to consolidate holdings
01
To fill out a request to consolidate holdings, follow these steps:
02
Gather all relevant documentation related to the holdings you wish to consolidate.
03
Identify the financial institution or institution where the holdings are currently held.
04
Contact the institution and inquire about their process for consolidating holdings.
05
Obtain the necessary forms or paperwork required for the request.
06
Fill out the forms accurately and completely, providing all necessary information.
07
Attach any supporting documentation required, such as account statements or identification proofs.
08
Review the completed request form and ensure all details are accurate.
09
Submit the request form and any required documents to the appropriate department or individual at the institution.
10
Wait for confirmation or response from the institution regarding the status of your request.
11
Monitor your accounts or holdings to ensure the consolidation has been successfully processed.
Who needs request to consolidate holdings?
01
Anyone who has multiple holdings in various financial institutions or platforms may need to request consolidation of their holdings. This can be beneficial for individuals who want to simplify their financial management, streamline their investments, or have a better overview of their assets. It may also be necessary when changing financial institutions or consolidating accounts for estate planning or administrative purposes.
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