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Start a Conversation – Estate Services
Start a Conversation – Estate Service
Please complete the short form to Start a Conversation with Ord Minnett Estate Services.
Are you an Executor or a Professional (Solicitor / Accountant)?
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Estate Services
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Selling Shares
Transferring Shares to Beneficiaries
Transferring Shares to Executors
Setting up Testamentary Trust
Self-Managed Super Fund – Amending Trustees
Preparing paperwork to Transfer Shares
Administration Assistance (changing address, bank account details etc)
Locating lost shareholdings
Cost Base Calculations
Setting up an Estate Bank Account
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Professional's Full Name
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Professional's Preferred Email
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Enter Email
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Professional's Phone Number
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Professional's Location
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Select State
New South Wales
Victoria
Queensland
Tasmania
South Australia
Western Australia
Northern Territory
Do you have an existing relationship with Ord Minnett?
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Ord Minnett's Contact Name
Please provide Ord Minnett’s contact name, if known.
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Is your Deceased Client a client of Ord Minnett?
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Deceased Client's Name (Ord Minnett)
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Deceased Clients' Adviser's Name
Please provide the Adviser’s Name of the Deceased Client, if known.
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What type of shareholding does your Deceased Client hold?
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CHESS Sponsored
Issuer Sponsored
Estate Services
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Plesae select from the list of services required.
Select All
Selling Shares
Transferring Shares to Beneficiaries
Transferring Shares to Executors
Setting up Testamentary Trust
Self-Managed Super Fund – Amending Trustees
Preparing paperwork to Transfer Shares
Administration Assistance (changing address, bank account details etc)
Locating lost shareholdings
Cost Base Calculations
Setting up an Estate Bank Account
Other
Other
Please provide other services required.
Message
Privacy Policy
*
View Ord Minnett’s
Privacy Policy
I have read and accept
Subscribe
Opt-In to Ord Minnett’s Market & Research Insights
By submitting your email, you understand you are opting-in to receive ongoing communications from Ord Minnett, and understand your email may be used to invite you to attend investment webinars, IPO briefings and other marketing communications and purposes. You can UNSUBSCRIBE at any time, and your email will be removed from our marketing list.
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