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Share Trading Online Application process
To begin trading with Merlea Investments Online you will first need to complete our
4-step Application Process		  
 
Name:
  Phone:
  Email:



Please make sure that enter a valid email address and that the above details are accurate
 
 
  Click below to view Advisory Service Guide & Term & Conditions
Advisory Service Guide and Terms and Conditions
 
Download one of the following 3 PDF documents
 
Individual Client Account Forms Download this PDF
Joint Holder Client Account Forms Download this PDF
Corporate Client Account Forms Download this PDF
To view AOT Securities Advisory Services Guide Download this PDF

*NOTE: You will need Adobe Acrobat to view the above.
 
Complete & Sign where appropriate. You will also need to open either a Macquarie or Adelaide Bank Cash Management Trust. Please call our office to obtain a current Cash Management Prospectus on 08 8267 4419. 

If you already have an existing Macquarie or Adelaide Bank Cash Management Trust, you will need to amend the adviser and dealer authority on the account. Please complete the following forms and return with the Online Trading Application.

Download this PDF for existing Macquarie CMT Accounts
Download this PDF for existing Adelaide Bank CMT Accounts

Send to the following address:


Client Services Manager
Merlea Investments
PO Box 470
North Adelaide
South Australia 5006

Remember, you will need current CHESS Holdings successfully transferred to AOT Online or alternatively have Cleared Funds in your Cash Management Account before you can begin trading.
On receipt of your completed and signed Application and CHESS Sponsorship Agreement, your account will be opened. AOT Online will contact you with your account details. Once you have received this information, and as soon as your cheque has cleared and/or securities transferred, you can begin trading.

   
   
 
 
 
 
 
 
 
   
 
   
 
   
  Interested in Online
Trading or Investment Watch. To try out these features or for more information, online basic and advanced tutorials reqarding this feature simplly click on the appropriate "Demo" button above.

Those users who wish to begin trading with the Merlea Investments online trading platform must register by clicking on the "Register Now" button below.
 		 
 
   
 
     
     
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 





  
 




In-depth comprehensive multimedia courses which run on your Personal Computer at your own pace
from the comfort of your home or office. Developed to ensure skill transfer and retention. Full audio and visual Interactivity. Click on button above. 		   
 
Copyright © 2004 Merlea Investments
The use of this website and the services provided by Merlea Investments to you which are accessible through the site are governed by the terms and conditions of your client agreement with Merlea Invesments. You can view these Terms and Conditions by clicking on the link below. You should also read and understand the Disclaimer which can also be accessed by clicking on the link below.

Disclaimer : Terms & Conditions

Merlea InvesmentsPty Ltd (ABN 38 062 546 516).
Australian Financial Services Licensee No. 226415