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NEW TRUSTEE (Bell Potter (Obtain portfolio report to confirm holdings (can…
NEW TRUSTEE
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CommSec
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A Deed of Variation or completed IFSA form to confirm to confirm the new trustees
Completed OMT to transfer stock from the old account to the new account
Confirmation via email from the adviser to close the old account once the stock has been transferred
Macquarie
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Director resolutions / minutes confirming resignation of individual trustees and appointment of corporate trustee
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