Forms and Documents
Package Opt-In Form
Use this form to include your Share Trade account in your Home Package Plus package.
Change your details
Use this form to change your name, address or contact details.
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.
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.
CHESS Sponsorship agreement
Use this form if you already have a trading account with us that is not CHESS Sponsored.
Use this form if you would like to allow a third party to act on your account.
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.
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.
Use this form to authorise electronic trade confirmations to your preferred email address.
Partly Paid Security Agreement
If you wish to purchase partly paid securities please complete and return the Partly Paid Security Agreement form
Suncorp Financial Services Guide
Best Execution Document
CMC Markets Stockbroking Financial Services Guide
Suncorp Wealth Cash Management Account Product Information Document
Terms and Conditions for Suncorp Accounts
Share Trade Terms and Conditions
Getting Started in Shares
Warrants - Understanding Trading and Investment Warrants
Documents above under the heading “ASX Publications” are provided by © ASX Limited ABN 98 008 624 691
Estate Sales Form
Estate executors can use this form for selling shares from an estate.
Off-market Transfer Form
Use this form to transfer shares off-market.
One-off Sales Form
Use this form if you wish to make a One-off Sale.