Become A Client
Become a Client at Barclay Wells
Barclay Wells success is based upon an experienced team, leadership, access to the the most recent information and the ability to anticipate and read changing conditions. We are focused on relationship-based services, which are tailored to the needs of investors with assets of $100,000 or more.
To become a client please call the office on +61 (0) 8 9382 3200 or download the appropriate forms below and a senior adviser will contact you to discuss your investment requirements.
For your convenience we have provided the most frequently used forms. Download the appropriate form below:
Opening an Individual or Joint Account
- Sponsorship Agreement Form
- Client Identification Supplement - Individual or Joint Account
- New Account Application Form - Individual or Joint
- Direct Debit Request (DDR) and Direct Credit Form
- CHESS Holdings Transfer Form
Opening a Company Account
- Sponsorship Agreement Form
- Client Identification Supplement - Company Account (Australian)
- New Account Application Form - Company
- Direct Debit Request (DDR) and Direct Credit Form
- CHESS Holdings Transfer Form
Opening a Derivatives Account
- Derivatives PDS
- Derivatives_Agreement_Company Form
- Derivatives_Agreement_Individual_Joint Form
- CHESS Holdings Transfer Form
Other Forms
- Authorised Agent (Third Party Authority) Form
- CHESS Holdings Transfer Form
- Change of Address Form
- Client Identification Supplement - Company Account (Australian)
- Client Identification Supplement - Foreign Companies, Associations and Co-operatives
- Client Services Brochure
- Direct Credit & Debit Agreement Form
- Electronic Confirmation (Contract Note) Form
- Name Correction Form
- Patersons Client Application Form and Agreement
- Off Market Transfer Form
- Warrant Client Agreement Form
Once downloaded, please:
1) Print off the form;
2) Complete the required information;
3) Obtain the appropriate signatories; and
4) Return the hard copy original to your local Barclay Wells Office.
These forms have been provided in a PDF format and require Adobe Acrobat Reader software to view and print. If you do not currently have this software, please download the frree Adobe Acrobat Reader software.