Forms and Documents

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Account Features/Maintenance

Package Opt-In Form

Use this form to include your Share Trade account in your Home Package Plus package.

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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.

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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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Electronic Confirmations

Use this form to authorise electronic trade confirmations to your preferred email address.
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Partly Paid Security Agreement

If you wish to purchase partly paid securities please complete and return the Partly Paid Security Agreement form
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Disclosure Documents and Terms & Conditions

Suncorp Financial Services Guide

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Best Execution Document

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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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Share Trade Terms and Conditions

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ASX Publications

Getting Started in Shares

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.

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Off-market Transfer Form

Use this form to transfer shares off-market.

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One-off Sales Form

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

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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 clientservices@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.