Forms and Documents

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Account Features/Maintenance

Change your details

Use this form to change your name, address or contact details.

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Enable Warrants trading on your account

To trade Warrants, you must read the ASX's Understanding Warrants Trading publication and complete the Warrant Agreement Form.

Download Form

Open a Suncorp Bank Wealth Cash Management Account (WCMA)

If you already have a trading account with us, but no WCMA, read the Suncorp Wealth Cash Management Account Product Information Document as well as the Terms and Conditions for Suncorp Accounts and send us the WCMA Account form.

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CHESS Sponsorship agreement

Use this form if you already have a trading account with us that is not CHESS Sponsored.

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Authorised Agent

Use this form if you would like to allow a third party to act on your account.

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Transfer CHESS holdings from another broker

Use this form to transfer some or all of your holdings that are sponsored by another broker to your Suncorp Share Trade account.

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Convert issuer sponsored holdings to CHESS

Use this form if you have issuer sponsored holdings you would like CHESS sponsored in your Suncorp Share Trade account.

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Link an external bank account

Use this form to link an external bank account to your Suncorp Share Trade account for easy funds transfers.

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Disclosure Documents and Terms & Conditions

Suncorp Financial Services Guide

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CMC Markets Stockbroking Financial Services Guide

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Suncorp Wealth Cash Management Account Product Information Document

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Terms and Conditions for Suncorp Accounts

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Suncorp Share Trade - Terms and Conditions

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ASX Publications

Getting Started in Shares

Download Publication

Options - Understanding Options Trading

Download Publication

Warrants - Understanding Trading and Investment Warrants

Download Publication

Documents above under the heading “ASX Publications” are provided by © ASX Limited ABN 98 008 624 691

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Miscellaneous Forms

 

Estate Sales Form

Estate executors can use this form for selling shares from an estate.

Download form

Off-market Transfer Form

Use this form to transfer shares off-market.

Download form

One-off Sales Form

Use this form if you wish to make a One-off Sale.

Download form

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		Wealth Cash Management Accounts are issued by Suncorp-Metway Ltd ABN 66 010 831 722. Please read the Product Information Document before making any decisions regarding this product. Talk to us in branch or contact us on 13 11 55 for a copy. Fees, charges, terms and conditions apply.



		Suncorp Share Trade is a service provided by CMC Markets Stockbroking Limited ABN 69 081 002 851 AFSL No. 246381, a Participant of the ASX Group (“CMC Markets Stockbroking”) at the request of Suncorp-Metway Ltd ABN 66 010 831 722, AFSL 229882 (“Suncorp"). For a copy of the terms and conditions relating to the Suncorp Share Trade service and the Financial Services Guides for CMC Markets Stockbroking or Suncorp (or other relevant disclosure documents), contact us on 1300 156 299 or via email at info@sharetrade.com.au. Neither CMC Markets Stockbroking nor Suncorp are representatives of each other. To the extent permitted by law, Suncorp will not guarantee or otherwise support CMC Markets Stockbroking’s obligations under the contracts or agreements connected with the Suncorp Share Trade service.