Forms for Intermediaries

Use the following forms for clients who have share portfolios. Please note that all forms are in PDF format and many of them are Goldman Sachs & Partners Australia forms, as Goldman Sachs & Partners Australia will be providing the execution services.

FormFeature
Direct Debit and Credit RequestRequest a non-JBWere or non-Goldman Sachs & Partners Australia account to be used for settling trades
Instruction to Change Sponsoring BrokerChange your client's sponsoring broker to Goldman Sachs & Partners Australia
Intermediary Clients Financial Services GuideFor clients of financial planners, portfolio managers and other licensed financial service providers who use the services of JBWere Pty Ltd
Intermediary Clients Terms and Conditions of TradingFor clients of financial planners, portfolio managers and other licensed financial service providers who use the services of JBWere Pty Ltd
Intermediary Client Investment Account CHESS Sponsorship AgreementOpen an investment account for your client
International Account Application FormOpen an account to allow your client to trade on overseas stock exchanges
Personal Investment ProfileComplete for all clients new to JBWere

Further information

Please note that further documentation may be required for us to complete your clients' requests. If you are unsure of what is required, or need further information, please call the Intermediaries Desk on 1800 036 101.

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