The forms library provides all of Macquarie Wrap's transfer forms in a single place. If you already know which transfer forms are needed for your client's transition, simply select each one from the list below to download a copy.
|Australian Standard Transfer Form - with BSCL as the buyer
Use this form for transferring in managed investments.
|Australian Standard Transfer Form - with blank address field
Use this form for change in legal/beneficial ownership transfers.
|Broker transfer request form
Use this form to transfer in broker (CHESS) sponsored domestic listed securities.
|External account closure and transfer letter template
Use this letter template as a guide to instructing an external provider to close an account and/or transfer assets to Wrap.
|Superannuation asset transfer form
Use this form when transferring assets into a super/pension account as a contribution/rollover.
|International listed securities in-specie transfer form
Use this form to transfer international listed securities into your Investment account.
|Issuer transfer request form (formerly CHESS transfer request)
Use this form to transfer in issuer (non-broker) sponsored domestic listed securities.
|Parcel history (cost base) excel template
Use this excel template to enter and submit parcel history (cost base) details to Wrap for a transfer in.
|Separately Managed Account (SMA) transfer form
Use this form to transfer securities in or out of a SMA.