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CHANGE OF ADDRESS (Brokers (CHESS sponsored) (Morgans (Change of details…
CHANGE OF ADDRESS
Accountant / Auditor
Email advice from MIS
Insurance
Zurich
Will take COA over phone with provision of Adviser Code
Brokers (CHESS sponsored)
Morgans
Change of details
form, signed by account holder/s (will accept scanned copy)
Bell Potter
Change of address form,
must be original signed form
CommSec
Client can update using online login
Bank
Macquarie
Written advice
signed by all account holders
SGB
Share Registries (Issuer sponsored)
Link
COA form,
or client to update using online login
Computershare
Client can update using their online login, or by phone (provided shares are held in one name only), or by hard copy form (only available on request at cost of $11), or letter signed by all directors/account holders
BoardRoom
ASIC (Corporate Trustee)
Form 484
signed by at least one Director
Access
Update database