How do I transfer issuer sponsored holdings to my Marketech account/HIN?

How do I transfer issuer sponsored holdings to my Marketech account/HIN?

To transfer issuer sponsored holdings to your Marketech CHESS sponsored Holder Identification Number (HIN) simply:

 1.      Download and complete an Issuer Holdings Transfer Request Form from our Forms Library

 2.     Sign in pen (as digitally inserted signatures will not be accepted) and submit to support@marketech.com.au or via our secure upload portal here.

 3.     Be sure to attach copies of the individual holding statements (no more than 3 months old) or a recent dividend statement plus ID for signature verification purposes.

 

Key tips:

·        Issuer holdings statements and/or dividend statements provided must display the full Securityholder Reference Number (SRN) e.g. I0001234567 and not hidden like this I*******567. 

·        The registration details of your issuer holdings must match exactly the name/entity and registered address as your Focus trading account. This includes joint accounts - you cannot transfer a holding registered in a single name to an account registered in joint names. 


How to obtain a copy of your issuer sponsored holding statement  

If you do not have a current copy of your holding statement or latest dividend statement, you can usually obtain this online by visiting the corresponding share registry's website and entering your Securityholder Reference Number (SRN) and your post code. 

If you do not have access to your SRN you will need to contact the relevant share registry to find out how you can obtain your holding information.

 

What to do if your issuer sponsored holdings are registered in an old name 

If the registered name/entity on your issuer holding statement reflects an old name e.g. your maiden name (and therefore does not match your registered name at Marketech), you will need to contact the corresponding share registry to have your holding(s) updated with your current name. You will then need to request a copy of the holding statement(s) reflecting your updated name. 

Each share registry has a different process, so you'll need to visit their website for more information.


What to do if your issuer sponsored holdings are registered in an old address 

As per above, you will need to contact and update the corresponding share registry with your current address, and request for updated statements to then be provided to you.




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