Agreements & Disclosures
Financial Services Guide
Summary of fees and transactional terms and conditions.
Terms and Conditions
Outlines the terms and conditions of Marketech trading services, including CHESS Sponsorship agreement.
Identity Documentation and Certification
Issuer Holdings Transfer Request
To transfer issuer sponsored holdings to your Marketech HIN.
Broker to Broker HIN Transfer Request
Existing clients only. Use this form if you wish to transfer holdings attached to an existing HIN with another broker to your Marketech HIN.
Off Market Transfer Request
To change the registered name on a holding from one entity to another.
Change of Address Notification
Please use this form if you wish to update your address details on your account(s).
Authority to Deal
Authorise someone to act as agent on your trading account
Use this form to either opt in to, or opt out of, receiving CHESS holding statements and notifications electronically.