Contact directory   Site map   Related sites  
New Zealand Banner Middle
   Home      Personal      About Macquarie  
Advisers Macquarie Cash Solutions Commodity Bonds Highpoint Trust Adviser Resources  
 
You are here:   Advisers > Adviser Resources

Resources

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

  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.

back to top Back to top

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

back to top Back to top

Forms

GEA forms Download Description
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.
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.
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.
Telegraphic transfer form
(pdf 15KB)		 Transfer funds overseas and/or request a bank draft.
Withdrawal form - GEAA   (pdf 65KB) Request to withdraw funds from GEAA
CMT forms Download Description
Change account details form (pdf 97KB) Change the address and contact details for your clients’ accounts.
Cheque writing facility application form (pdf 97KB) Request a cheque and deposit book for your clients’ account.
Commission Payments (pdf 259KB) Nominate an account to which your commissions are paid.
Periodic Payment Authority
(pdf 62KB)		 Arrange or cancel regular or fixed amount automatic payments from your CMT.
TelegraphicTransfer form (pdf 97KB) Transfer funds overseas and/or request a bank draft.
Withdrawal Form (pdf 259KB) Request to withdraw funds.
General Download Description
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.
Fast fax (pdf 56KB) Apply by fax to receive your client's Macquarie cash account number (GEAA and/or CMT).
Deceased estate change of account details form Change the name of the deceased estate account to the executor/s (as trustee/s).
Deceased estate document requirements For any queries regarding Deceased Estate please call 0800 650 125
Deceased estate withdrawal form
(pdf 80KB)		 Fully redeem an investment from a deceased estate.
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).
Change your Pay Anyone Details
(pdf 145KB)		 Make a change to your Pay Anyone details.
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.

back to top Back to top

Investment statement orders

To order copies of all investment statements:

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

 back to top Back to top

 
 
External website link  *Download latest Acrobat Reader here

back to top  Back to top

Print this page  Print this page




Your contact options
Call Macquarie on
0800 481 111

  Important Information
© 2002-2009 Macquarie Group
 

Macquarie Group Limited is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia), and Macquarie Group Limited's obligations do not represent deposits or other liabilities of Macquarie Bank Limited ABN 46 008 583 542. Macquarie Bank Limited does not guarantee or otherwise provide assurance in respect of the obligations of Macquarie Group Limited. Neither Macquarie Group Limited nor any member of the Macquarie Group of Companies is registered as a bank in New Zealand under the Reserve Bank of New Zealand Act 1989.