Account Opening & Disclosure Forms
This area of our website provides access to our standard documentation. By clicking on one of the links below you will be able to download these documents in PDF format. After you have completed the document, and appended any necessary attachments, return the originals to us.
Should you have any questions on these documents either email us at Contact Us or phone us on +(612) 9231 0880.
Account Opening Forms
- Institutional Client Account Opening Form
- High Net Worth Account Opening Form
- Berndale Derivatives Agreement
- Southern Cross Equities Derivatives Agreement
Disclosure & Financial Services Guide
- Southern Cross Equities and Berndale's Disclosure Statement
- Southern Cross Equities Financial Services Guide
- Berndale Financial Services Guide
- Merrill Lynch Nominees Financial Services Guide