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Opening an account

To open a new Equities Trading Account at Patersons you need to complete our new account opening documentation and return this with proof of identification (e.g. Drivers Licence, Passport, Birth Certificate) to our Compliance Department.

Once approved, you can immediately access the various services available to our existing clients, including our high quality research and our Internet investment facility Patersons Online.

To request new account opening documentation, please either contact our Customer Service Representative on FREE CALL 1800 005 296 or complete the request form below.  The documentation will be mailed within 2 working days.


* Required Information
       
Title: * Other:
First Name: *
Middle Name(s):  
Surname: *
Preferred Salutation:  
Address Line 1: *
Address Line 2:  
Address Line 3:  
Suburb: *
State: *
PostCode: *
Country: *
Email Address: *
Phone (H): *
Area Code: Number:
Phone (W):  
Area Code: Number:
Mobile:  
Preferred Method of Contact

*

   
Type of Account you wish to Open:

   
Telling us your Investor Profile and Areas of Interest will enable us to appoint the most appropriate adviser to service your account.
   
Investor Profile:
  Balanced - more info
  Aggressive - more info
Areas of Interest:   Blue Chip Small Cap/Mid Cap
  Industrial Managed Funds
  Gold & Resources International Shares
  Fully Franked Dividends Warrants
  Financial Planning Superanuation
  Exchange Traded Options Other
How did you hear of Patersons?:   Other:
Name of Patersons Adviser you would like to deal with (if known)