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IMPORTANT DOCUMENTS
 

Details and documents for the pending transition to
Penson Financial Services Australia

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There will be no change to your share account holdings or ability to sell shares, and no immediate action is required by you.

However, future share purchases will require you to update one of the following forms :


If your share account is linked to a Macquarie Bank account

- Macquarie Third Party Authority Form


If your share account is linked to a different bank account

- Penson’s Direct Debit Authorisation

 

 

If you have recently changed your contact details, could you kindly reply to accounts@pulsemarkets.com and update your contact details.

 

If you require any further information about any of the above, please do not hesitate to contact your adviser.


Pulse Markets recommend you review the following disclosure documents about the services Penson provides and our updated Financial Services Guide.

 

- Penson’s Equities Terms and Conditions

- Penson’s Financial Services Guide

- Pulse Markets’ Financial Services Guide