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Company Account Application Form - Direct Broking

Company Account Application Form - Direct Broking 2025

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The document is a Company Applicant Application Form for ANZ Securities, outlining the steps and requirements for a New Zealand registered company to apply for an account. It details necessary documentation such as the Certificate of Incorporation, identification for directors, proof of residential address, and bank account verification. The form also includes sections for company details, director information, beneficial ownership disclosures, and security questions. Additionally, it provides disclaimers regarding trading on the Unlisted Market and instructions for certifying documents.

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Click ‘Get Form’ to open the Company Account Application Form in our editor.
Begin by filling out the 'Company Details' section. Enter your company name, country of registration, and company number. Ensure all compulsory fields are completed accurately.
Proceed to the 'Address Details' section. Provide both residential and postal addresses for your company. If they are the same, simply tick the corresponding box.
In the 'Company Director(s)' section, input details for each director including their names, dates of birth, and contact information. Remember to indicate if they are authorized to trade.
Complete the 'Beneficial Owners' section by listing individuals with greater than 25% shareholding. Include their identification details as required.
Fill in your bank account details under 'Bank Account Details'. Ensure that this account is in the name of the registered shareholder.
Review all sections for accuracy before signing in the designated area at the end of the form.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can a business open a brokerage account?

Power up your business with the Fidelity Account for Businesses, a versatile brokerage account offering comprehensive trading, mutual fund, and cash management features to help you manage your operations finances. This account is intended for legal or professional corporations and professional associations.

How can I open a demat account in my company name?

Documents Required to Open Corporate Demat Account PAN card copy of the entity. Certificate of Incorporation. Board Resolution on the letterhead of the company. List of all directors on the letterhead of the company. Copy of the balance sheet for the last two financial years.

Can a company open a trading account?

Businesses can enjoy several tax benefits by opening a corporate demat account. To name a few: Under the Income Tax Act, gains or losses from Futures and Options (FO) trading are treated as business income or loss.

Can we open a trading account for a company?

A corporate account can only be opened offline, unlike resident individual accounts that can be opened online. The documents required to open a corporate account depend on the KYC status of the company and the director.

Can an LLC have a trading account?

LLCs can buy stocks like individuals after forming and registering with the state. To buy stocks, an LLC must open and fund a brokerage account under its name.