Dowloadable PDF Documents
Right Click the links below and click 'save' to download to your computer or left click the link and wait to view the document online.
Related to opening an Equities/Shares Account
Application forms:
UBS Share trading account application form (part 1 - Acknowlegement) - Print, fill in, sign and fax to 07 5574 3881
UBS Share trading account application form (part 2 - Account Details) - Print, fill in, sign and fax to 07 5574 3881
Important documents you must read and keep:
Novus Corporate Profile
Financial Services Guide
UBS Account opening Terms and conditions
Extra forms related to Equities/Share accounts
UBS Share Transfer Form - Print, fill in, sign and fax to 07 5574 3881
Extra reading related to Equities/Share accounts
ASX Chess Explanatory Booklet
Related to using Options and Warrants with your Equities/Share Trading account
Application forms:
Leveraged Equities Margin Loan Application form - a margin loan is used as a Bank Account and Holding account for all accounts activated for Options and Warrants
Leveraged Equities First Option Application form - an add on to the margin loan so the shares can be used with Options.
Options Agreement
Warrants Agreement
Important Explanatory documents to read and keep.
ASX Understanding Options
ASX Understanding Warrants
Leveraged Equities Product Disclosure Statement - a margin loan is used as a Bank Account and Holding account for all accounts activated for Options and Warrants
Margin Lending Benefits, Risks, and Margin Calls - briefly explains benefits, and risks of Margin Loans, plus a good explanation of what a Margin Call are and how to meet them.
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