Forms

Authority to Trade

To authorise a person to buy or sell securities on your behalf.

Identification Documentation Requirements

Outlines the process for certifying identification documentation including acceptable documents, how to certify documents and a list of people who can certify ID.

Change of Address and Contact Details

You can update your contact details, including your address, phone number and email address at any time online.

For all company and trust accounts you will need to complete the Change of Address and Contact Details form.

Please note: For global market account clients, please also complete and return a W-8BEN form to update your address on your global market account (see Global Markets section below for more details).

Update online

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Change of Address and Contact Details

Change of Payment Options and Direct Debit / Direct Credit Request

To change the bank account nominated for your direct debit / credit facility.

Company Director Authority

To authorise a Director to become an applicant on the account and to operate the account on behalf of the company.

Change of Personal Name

If you have changed your name (eg due to marriage or divorce) or need to make a name correction on your Westpac Securities account please complete this form and provide the required supporting documentation.

Share transfers to accounts in the same name

Transfer existing holdings from another broker or share registry (issuer) to a Westpac Share Trading account in exactly the same name.

The fastest, easiest way to transfer issuer sponsored (SRN) stock is online.

Transfer online (issuer sponsored stock only)

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Share Transfer Form - accounts in exactly same name

Share transfers to accounts in a different name or another party

Transfer existing holdings from another broker or share registry (issuer) to a Westpac Share Trading account in a different name, or to another party.

Partly Paid Security Client Agreement

To buy Partly Paid Securities on your trading account.

Account Closure Request Form

For use when requesting the closure of your Share Trading, Global Markets or Exchange Traded Options (ETO) Account.

Account Closure Request Form

TFN, ABN, and Residency Declaration Form

Use this form to provide your Tax File Number (TFN), Australian Business Number (ABN), Tax Identification Number (TIN), Exemption Code/s and/or Tax Residency Information to an existing trading account.

TFN, ABN, and Residency Declaration Form

ASX Understanding Trading & Investments Warrants Booklet

ASX Understanding Trading & Investments Warrants Booklet

Cboe Investing in Warrants Booklet

Cboe Investing in Warrants Booklet

Warrant Agreement Form

To begin trading Warrants.

Warrant Agreement Form

Cash Advance Request Form

Use this form to advance funds out of your Westpac Online Investment Loan.

Contact Details Amendment Form

Use this form to add or amend the contact details for a borrower, third party security provider or guarantor.

Credit Limit Assessment Form

Use this form when you would like to apply for a credit limit increase or where Westpac Online Investment Lending has requested an updated financial assessment from you.

Direct Debit/Direct Credit Request

Use this form to enable us to direct debit and/or direct credit your nominated bank account for your Westpac Online Investment Loan on request. Using this form, you can also request to direct debit your nominated bank account for monthly interest payments, a one-off debit, or regular debits.

Loan Refinance Form

Use this form to transfer your existing investment loan with another provider to Westpac Online Investment Lending, for either a full or partial refinance.

Lodging Managed Funds Form

Use the Australian Standard Transfer Form (ASTF) to lodge managed funds as security on your investment loan. This includes lodging third party security. Completed forms must be returned by post and not faxed.

Lodging Shares Form

Use this form to lodge shares and other listed securities as security on to your investment loan. This includes lodging third party security.

Request a Fixed Interest Rate Form

Complete this form if you would like to fix your interest rate on your Westpac Online Investment Loan.

Third Party Security Provider Application Form

Use this form when security on a Westpac Online Investment Lending Facility is being provided (owned) by someone other than the borrower.

Additional Power of Attorney for Tasmanian Applicants

Applicants of a new Westpac Online Investment Loan who reside in Tasmania must complete this form in addition to the WOIL Application Form

Managed Funds Transaction Form

Use this form to complete a managed fund transaction. Transactions include initial and additional applications, redemptions and distribution amendments.

Westpac Online Investment Loan Application

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