Forms and Documents
What form are you after?
Account Features/Maintenance
Change your details
Use this form to change your name, address or contact details.
Download
form
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.
Download
Form
CHESS Sponsorship agreement
Use this form if you already have a trading account with us that is not CHESS Sponsored.
Download
form
Request emailed trading confirmations
Use this form to have your trading confirmations sent by email rather than postal
mail. You can nominate up to 2 email addresses to receive the confirmations.
Download form
Authorised Agent
Use this form if you would like to allow a third party to act on your account.
Download
form
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.
Download
form
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.
Download
form
Link an external bank account
Use this form to link an external bank account to your Suncorp Share Trade account
for easy funds transfers.
Download
form
Disclosure Documents and Terms & Conditions
Suncorp Financial Services Guide
Download form
CMC Markets Stockbroking Financial Services Guide
Download
form
Suncorp Wealth Cash Management Account Product Information Document
Download form
Terms and Conditions for Suncorp Accounts
Download form
Suncorp Share Trade - Terms and Conditions
Download
form
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
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
Partly Paid Security Client Agreement Form
Use this form if you wish to buy Partly Paid Securities.
Download form
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.
