Below is a list of forms and other resources for maintaining your clients' accounts with Macquarie. You can also download forms from this page to register for other adviser services with Macquarie.

Choose a category from the list to access and download the relevant resources in PDF format.*

• Investment Statements
• Identification Forms
• Forms
• Brochures
• Stationery orders
• Deceased estate documents

Investment Statements

	Download	Description
	Macquarie Cash Solutions Investment Statement (pdf 1.7MB)	Macquarie Cash Solutions (the Macquarie Gilt Edge Access Account and Macquarie Cash Management Trust) provide security, convenience and healthy returns on your investment cash, and give you easy-to-use features to manage and monitor your portfolio.
	Equity Partners Infrastructure Company No 1 Limited (pdf 0.6MB)	Investment Statement and Prospectus, offering access to an investment in Thames Water PLC, in a high yielding tax efficient structure for NZ investors.

Identification Forms

	Download	Description
	Individual	Identification Form for an individual
	Sole Trader	Identification Form for a sole trader
	Joint applicants	Identification Form for investing for joint applicants
	Company or Business	Identification Form for a company or business
	Corporate Trust or Superannuation fund	Identification Form for a corporate trust or superannuation fund
	Non Corporate Trust or Superannuation fund	Identification Form for a non corporate trust or superannuation fund
	Deceased Estate	Identification Form for a deceased estate
	Investing for a child under the age of 18	Identification Form for investing for a child under the age of 18
	Partnership	Identification Form for a partnership
	Incorporated body or Association	Identification Form for an incorporated body or association
	Unincorporated Body or Association	Identification Form for an unincorporated body or association
	Registered Co-operative	Identification Form for a registered co-operative
	Government Body	Identification Form for a government body

Forms

	Download	Description
	Account nomination form  (pdf 66KB)	Link cash accounts to transact@macquarie and telephone withdrawals.
	Adviser Centre online services registration form - (your.clients) (pdf 67KB)	Access your clients' acount details such as  balances and transactions online.
	Adviser Centre online services (employee access) registration form - (your.clients) (pdf 67KB)	Request access for your staff/employees to view your clients' accounts online. (Separate Macquarie Access Code provided).
	Automatic payment authority form  (pdf 70KB)	Arrange or cancel regular or fixed amount automatic payments from a GEAA.
	Change account details form (pdf 65KB)	Change the address and contact details for your clients' accounts.
	Cheque-writing facility application form  (pdf 130KB)	Request a cheque & deposit book for your clients' accounts.
	Deceased estate change of account details form  (pdf 125KB)	Change the name of the deceased estate account to the executor/s (as trustee/s).
	Deceased estate document requirements   (pdf 100KB)	Ready-to-print version of the document requirements outlined in the section below.
	Deceased estate withdrawal form (pdf 80KB)	Fully redeem an investment from a deceased estate.
	Fast fax (pdf 56KB)	Apply by fax to receive your client's Macquarie cash account number (GEAA and/or CMT).
	Foreign currency cheque form (pdf 60KB)	Request a foreign currency cheque conversion.
	Fax instruction service (pdf 35KB)	Give Macquarie faxed instructions about your clients' accounts (also see separate form for Titan Trusts below).
	Funds transfer authority (pdf 15KB)	Redeem a client's investments and transfer them into their GEAA.
	Interest and dividend payment authority (pdf 15KB)	Arrange your client's dividend or interest payments from other investments to be paid directly into their GEAA account.
	Seamless Forex form (pdf 97KB)	Register for seamless forex by nominating your GEAA and CMT account numbers, or request a seamless forex funds transfer.
	Third party authority form - Macquarie Cash Solutions (pdf 259KB)	Authorise third parties to access GEAA and CMT accounts - various authority levels available.
	transact@macquarie registration form (pdf 62KB)	Register for our online service transact@macquarie.
	Change your Pay Anyone Details (pdf 145KB)	Make a change to your Pay Anyone details.
	Telegraphic transfer form (pdf 15KB)	Transfer funds overseas and/or request a bank draft.
	Transporter registration form (pdf 115KB)	Register to upload and download transaction files to and from Macquarie, debit fees or share settlements from your clients' accounts or credit payments to accounts.
	Withdrawal form - GEAA   (pdf 65KB)	Request to withdraw funds from GEAA

Brochures

	Download	Description
	Adviser website flyer (pdf 130KB)	The Macquarie adviser website is an excellent tool to help you with the day-to-day running of your clients' GEAA accounts and features the "Your clients" online service. From product information to daily market updates and pdf files of useful forms, this is one website you'll want to bookmark.
	CMT client flyer (pdf 105KB)	Overview of the A$ Macquarie Cash Management Trust, features and benefits, and how it can be used as the hub of your clients' investments.
	Fast Settlement flyer  (pdf 130KB)	Macquarie offers an efficient way of processing fees and payments electronically - all from your desktop. This service - called Fee & Share Transaction (FAST) Settlements - can be used to debit fees from your clients GEAA and/or transfer salary and wage payments form from your business GEAA account to your staffs' personal GEAA accounts.
	GEAA client flyer  (pdf 130KB)	This flyer provides a detailed overview of the NZ$ Macquarie Gilt Edge Access Account, lists the features and benefits of the account and how it can be used as the hub of your clients' investments.
	Seamless forex flyer (pdf 45KB)	This flyer provides details of the seamless forex service, which allows NZ resident clients to conduct same-day funds transfers between their GEAA and CMT accounts.
	Stockbroking flyer (pdf 50KB)	The Macquarie GEAA is the engine room that drives the service side of your business. It's the facility that takes control of your clients' cashflow so that you, and they, know their cash status at any time.
	Equity Partners Infrastructure Company No 1 Limited (pdf 250KB)	Equity Partners Infrastructure Company No 1 Limited (EPIC), overview of the offer of shares, offering access to an investment in Thames Water PLC, in a high yielding tax efficient structure for NZ investors.

Stationery orders

To order copies of all Macquarie stationery please specify item(s) required and quantities, then:

• fax your order to 0800 768 686
• telephone your order on 0800 481 111
• email us at: nz@macquarie.com

Stationery items for ordering:

Client items

• Gilt Edge Access Account Investment Statement
• Cash Management Trust Investment Statement
• Gilt Edge Access Account Client Flyer

Adviser items

• Fast Settlement flyer
• Stockbroking flyer
• Prepaid envelopes

Deceased estate document requirements

 Deceased estate document requirements (pdf 65KB)

Please direct deceased estate enquiries to our Adviser Services team on 0800 481 111.

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