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Open Accountbcwadmin2017-03-01T15:40:05+08:00
  • Registration Details

  • This is the address that shareholdings will be registered to. It can be a postal or street address.
  • Do not use the word "Trust" in the account designation.
  • Individual Client # 1 (or Director / Trustee # 1)

    Select One Option Only
  • This must match your ID exactly.
  • Date Format: DD slash MM slash YYYY
  • Individual Client # 2 (or Director / Trustee # 2)

  • Individual Client # 3 (or Director / Trustee # 3)

  • Company Applicant

  • Company Shareholders

    Please provide full name and residential address of each individual who owns through one or more shareholdings, more than 25% of the Issued issued capital of the Company.
  • If the shareholder is another company or trust, trace back to the ultimate beneficial shareholder.
    Select the type of trust designation the account is to be opened in
  • Trust Details

  • Account Contact Information

  • Residential / Company Office Address

  • Postal Address

    Select if you wish to authorise a third party to operate your account. The person will be authoirsed to act on your behalf, including giving trading instructions and requests for account information.
  • Details of Authorised Agent

  • Date Format: DD slash MM slash YYYY
  • Banking Details

    Are dividends from holdings in the account to be paid into this bank account?
    Select 'Yes' if you wish to transfer the shares on your HIN from another broker to your new account.
  • Broker to Broker Transfer

  • Please make sure you have read and understood these important documents:

    1. Barclay Wells Financial Services Guide
    2. Pershing Privacy Policy and Financial Services Guide

Contact Info

Suite 1, 22 Railway Road, Subiaco WA, Australia, 6008

Phone: +61 08 6380 3333

Fax: 61 08 9382 8020

Email: info@barclaywells.com

Web: https://www.barclaywells.com.au

Company Info

Barclay Wells Ltd
ABN 88 009 352 836
Australian Financial Services Licence Number 235070

Disclaimer

Barclay Wells Financial Services Guide (FSG)

Copyright 2015
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