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If you are currently a Premium service customer and would like to upgrade to the Professional Information Service or alternatively downgrade from Professional to Premium, please complete this form.

Change from Phone to Internet Account

If you currently have a Phone Service Account and would like to upgrade to an Internet Trading Account, please complete this form.

Additional Services Forms

Electronic Contract Note Activation Form

If you would like to receive your contract notes via email, please download and complete this form.

Cash Management Authority Form

If you would like to open a Cash Management Trust, please download and read the Common Fund Prospectus then complete the Sanford Cash Management Authority form on the left.

Straight Through Processing Form

If you would like to enable your online trading account to use Straight Through Processing for your orders, please complete this form.

Third Party Authority Form

If you would like to authorise a third person to have full authority on your account, please complete this form and ensure the nominated Third Party sends a copy of their identification with this form.

Funds Transfer Forms

If you need to have funds from your Cash Management Account remitted to your personal bank account, please complete this form.

Transfer Forms

Broker to Broker Transfer Form

If you would like to transfer CHESS sponsored stocks from another broker to Sanford, please complete this form.

Issuer to CHESS Conversion Form

If you own shares that were issued by a company in an Initial Public Offering or float (ie Telstra) and you would like to be able to trade these shares online, please complete this form.

Off Market Transfer Form

The Off Market Transfer Form can be used to change beneficial ownership of a security (stamp duty will apply).

Derivatives Trading Forms

	Warrants Explanatory Booklet from ASX Website
	Warrant Agreement Form

If you would like to trade in warrants please complete Sanford's Warrant Agreement Form AND visit the ASX Warrants Website to download the Warrants Explanatory Booklet. Alternatively, Sanford can post a hard copy of the booklet at your request.(It is an ASX requirement that clients must read and understand the Warrants Explanatory Booklet, before trading warrants through Sanford).

	Understanding Options Explanatory Booklet from ASX Website
	Exchange Traded Options Client Agreement Form and Risk Disclosure Statement

If you would like to trade in Exchange Traded Options, please complete Sanford's ETO Client Agreement and Risk Disclosure Statement Forms AND visit the ASX Options Website to download the Understanding Options Trading Explanatory Booklet. Alternatively, Sanford can post a hard copy of the booklet at your request.(It is an ASX requirement that clients must read and understand the Understanding Options Trading Explanatory Booklet, before trading Exchange Traded Options through Sanford).

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