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Online application
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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.
