Changes to Off Market Transfer forms

We are pleased to announce that from Monday, 17 December 2018, all off market transfer forms may now be submitted via email, rather than post, as we no longer require a wet signature. We have also taken the opportunity to enhance the design and usability of the forms to make them simpler and easier to complete.

As part of these enhancements, we have introduced a new form specifically for standard off market transfers for issuer to CHESS transactions.

Key Changes to forms:

Form Name Purpose Enhancements
Internal Bulk Off Market Transfer For use when transferring up to eight holdings from one CommSec Adviser Services account to another.
  • Now accepted via email
  • Design and experience improvements
Off Market Transfer Form For use when transferring shares from another Broker to CommSec Adviser Services or from CommSec Adviser Services to a Share Registry.
  • Now accepted via email
  • Design and experience improvements
Off Market Transfer Form for Issuer to Chess Transactions For use when transferring Issuer Sponsored holdings into a CommSec Adviser Services account.*
  • Brand new

*Note: If the seller is not an existing CommSec Adviser Services or Commonwealth Bank customer, additional identification is required.

More Information

If you have questions about these changes, or would like more information, please contact us.

Published: 20 December 2018