| Change of Address Form | Use this form to change contact details |
(47 KB)
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| Direct Credit-Debit Form | Use this form to allow Morgan Stanley Smith Barney to automatically settle any trades via your bank account |
(37 KB)
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| Discretionary Portfolio Administration Service Brochure | A brief overview of the Discretionary Portfolio Administration Service |
(249 KB)
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| Financial Services Guide for Morgan Stanley Smith Barney | Terms and conditions for dealing with Morgan Stanley Smith Barney |
(187 KB)
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| Financial Services Guide for JM Financial Group Ltd | Terms and conditions for dealing with JM Financial Group Ltd |
(134 KB)
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| Managed Portfolio Services Brochure | A brief overview of the Managed Portfolio Service |
(191 KB)
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| Managed Portfolio Service Guide | Service agreement and conditions of the Managed Portfolio Service |
(1,313 KB)
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| New Client Application Form | Complete this form to set up a new account with JM Equities |
(155 KB)
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| Nomination of Authorised Representative Form | Use this form to nominate a representative to act on your behalf |
(57 KB)
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| Offmarket Transfer Form | Use this form to transfer ownership of your shares to another party |
(67 KB)
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| Tax File Number Form | Use this form to allow Morgan Stanley Smith Barney to automatically send your TFN to the Share Registry |
(37 KB)
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| Warrants Agreement | Use this form to sign up to the terms and conditions of the Morgan Stanley Smith Barney warrants trading arrangements |
(19 KB)
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