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Trader Dealer Financial Services
Terms of Business (398 Kb)
Financial Services Guide (138 Kb)
Product Disclosure Statement for ETOs and LEPOs (335 Kb)
Trader Dealer Application Forms
- Fill these applications out online instead
Individual Application (243 Kb)
Company Application (262 Kb)
Berndale Securities
Financial Services Guide (82 Kb)
Change of Sponsoring Broker Authority (Equities) (42 Kb)
Change of Sponsoring Broker Authority (Options) (68 Kb)
Disclosure Statement (81 Kb)
Derivatives Client Agreement (93 Kb)
Cash Management Trusts
Macquarie Investment Management
Cash Management Trust PDS (3000 Kb)
Cash Management Trust Application Forms (1000 Kb)
Third Party Authority for existing CMT accounts (195 Kb)
Adelaide Managed Funds
Cash Management Trust PDS (349 Kb)
Cash Management Trust Application Forms (291 Kb)
Authorised Operator Authority for existing CMT Accounts (131 Kb)
Margin Lending
Leveraged Equities
Margin Lending Application (369 Kb)
Margin Lending Brochure (1,098 Kb)
Letter of Authority for Existing ML Accounts (49 Kb)
Other Forms
Conditions and restrictions
It’s a highly-regulated industry, there’s no escaping the rules. They’re all laid out clearly so you know just where you stand.


