Forms and Agreements

General

• Client Account
• Financial Services Guide
• Direct Debit & Credit Agreement
• Authority to operate a Shaw Account
• GST Declaration for overseas clients
• Nominee Service Agreement
• Professional Investor Declaration

Shares 

CHESS Sponsorship Agreement
Off Market Transfer Form
CHESS – Request for Change in Sponsoring Broker
CHESS – Change of Address Form

Derivatives

• Derivatives Account

Deceased Estates Administration

• Small Estate Indemnity
• Intestate Indemnity

Cash Management Services

• Macquarie Cash Management Account
• St George Cash Management Account
• St George Investor Plus Account

Commonwealth Bank ACA and Term Deposits

• ACA and TD General Information
• ACA and TD Application Form
• ACA and TD  Standard Fees & Charges
• ACA and TD Terms and Conditions

Portfolio Administration

• Portfolio Administration Service Agreement
• Portfolio Administration Sample Portfolio

Explanatory Guides & Brochures

• Shaw Stockbroking Allocation Policy
• Best Execution Policy
• ASX CHESS Booklet 
• Understanding Options Trading
• Understanding Trading and Investment Warrants
• Fixed Income Brochure

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