Bell potter forms 2026

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The document is a Change of Address and Contact Details Form for clients of Bell Potter Securities Limited. It requires clients to provide their account details, old and new addresses, and contact information. Additionally, it includes instructions for those signing under a Power of Attorney, emphasizing the need for certification and identity verification if applicable.

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Click ‘Get Form’ to open the Change of Address and Contact Details form in the editor.
Begin by entering your Client Details. Fill in your Bell Potter Account Number(s), Name(s), and any applicable Account Designation.
In the Accounts section, indicate if you have any of the specified accounts by inserting the relevant account numbers for Cash Account, Margin Lending, Options, Fixed Interest, International, or Other.
Next, provide your Old Residential/Registered Office Address. Ensure to include all details such as Number and Street, Suburb, State, Postcode, and Country.
Then enter your New Residential/Registered Office Address along with the New Postal Registered Address using the same format as above.
Fill in your Contact Details including Business Number, Home Number, Mobile Number, and Facsimile Number.
Finally, ensure all account holders sign in the Acknowledgement section. Include their names and dates next to each signature line.

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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.

Is Bell Potter a broker?

Bell Potter Securities is a leading Australian stockbroking firm. We provide a full service offering to retail, corporate, and institutional clients.

What does Bell Financial Group do?

Bell Financial Group Limited (Bell Financial Group) is an Australian‑based provider of full service and online broking, corporate finance and financial advisory services to private, institutional and corporate clients.

What does Bell Potter do?

Bell Potter is one of Australias leading full service stockbroking and financial advisory firms. We provide a full range of services to institutional, corporate and private clients. We specialise in delivering a customised service dedicated to achieving our clients strategies and goals.

How much is the off market transfer fee for Bell Potter?

If shares are currently held in a different name, you will need to complete an Off Market Transfer Request form (at a cost of $55).

How do I contact Bell Potter?

Call us on 1300 0 BELLS (1300 0 23557).

Is Bell Direct part of Bell Potter?

Lee Muco is the Chief Executive Officer of Third Party Platform Pty Ltd including its associated businesses Bell Direct, Desktop Broker and Bell Potter Online. Lee has over 20 years experience in the delivery of market leading trading and investing solutions.

Bell potter forms 2026

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