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Sell your worthless WRAP platform or any securities that are held in the name of a custodian

Please complete the details below for each parcel you wish to sell (accuracy is vital). Please click on the HELP link at the beginning of each line of input.

Enter here only transactions where the securities are held in the name of a custodian, to close an account and/or crystallise a loss. The transaction may be entered by either the beneficial owner of the securities, or the financial adviser or the platform provider or the custodian.

Our new total fee for one transaction including GST is now a net $150. If disposing of more than one parcel, additional parcels are a net $70. All fees can be added to the Cost Base of your holding for tax purposes. This is explained in more detail in our covering letter.

Notes regarding payment

When you have completed the online form and processed any corrections, the data you SUBMIT is captured to our system.
Please then process your payment by credit card using our secure Westpac/eWay merchant facility.
If you do not wish to pay by credit card you may make a direct deposit to our parent company’s bank account as follows:

Account Name: Investogain Pty Limited
Bank: Westpac, Martin Place, Sydney
BSB: 032024, Account No: 676351

In either case, the name of the client (beneficial owner) should be provided as a reference.

Please also note that a receipted invoice is provided with the documents.

 
OMISSIONS
    Provider Reference
    Custodian's full and exact name and address
    PARCEL ONE

    If you are disposing of more than one parcel, those additional parcels have to be in the same Custodian’s name as PARCEL ONE, otherwise you will need to enter the transaction(s) separately. If your additional parcels are in the same Custodian’s name as PARCEL ONE, please complete the remaining fields below for each parcel.

    Beneficial owner's full and exact name
    PARCEL ONE
    PARCEL TWO

    PARCEL THREE

    PARCEL FOUR

    Beneficial owner's full and exact address
    PARCEL ONE
    PARCEL TWO

    PARCEL THREE

    PARCEL FOUR

    Wrap providers full and exact name and address
    PARCEL ONE
    PARCEL TWO

    PARCEL THREE

    PARCEL FOUR

    Wrap Account Number
    PARCEL ONE
    PARCEL TWO
    PARCEL THREE
    PARCEL FOUR
    Financial advisers full and exact name and address
    PARCEL ONE
    PARCEL TWO

    PARCEL THREE

    PARCEL FOUR

    Name of Failed Company
    PARCEL ONE
    PARCEL TWO
    PARCEL THREE
    PARCEL FOUR
    ASX Code of Failed Company
    PARCEL ONE
    PARCEL TWO
    PARCEL THREE
    PARCEL FOUR
    Number of shares (figures)
    PARCEL ONE
    PARCEL TWO
    PARCEL THREE
    PARCEL FOUR
    Number of shares (words)
    PARCEL ONE
    PARCEL TWO
    PARCEL THREE
    PARCEL FOUR
    Security, if not Ordinary Fully Paid Shares
    PARCEL ONE
    PARCEL TWO
    PARCEL THREE
    PARCEL FOUR
    SRN
    PARCEL ONE
    PARCEL TWO
    PARCEL THREE
    PARCEL FOUR
    HIN
    PARCEL ONE
    PARCEL TWO
    PARCEL THREE
    PARCEL FOUR
    Broker's full and exact name and address
    PARCEL ONE
    PARCEL TWO
    PARCEL THREE
    PARCEL FOUR
    Transaction entered by
    PARCEL ONE
    PARCEL TWO

    PARCEL THREE

    PARCEL FOUR

    Email address for documents
    PARCEL ONE
    PARCEL TWO
    PARCEL THREE
    PARCEL FOUR
    Contact telephone number
    PARCEL ONE
    PARCEL TWO
    PARCEL THREE
    PARCEL FOUR

    Please click in the "I'm not a robot" box. If an image appears, enter the word/figures you see in the image.

    Mandatory field

    Mandatory field if SRN not provided (If you have no SRN or HIN enter "Custodian to provide" in the SRN field)

    Mandatory field if HIN provided (If you have no SRN or HIN enter "Custodian to provide" in the SRN field)

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