We manage a large number of sales for clients refereed to us by professional advisers such as lawyers, accountants, financial planners and stock brokers.
We provide advisors with the ability to manage share sales on behalf of their clients. The shareholder(s) are required to approve the share sale (which is done online), but the advisor can initiate and manage the process for the client.
The process to manage a clients share sale is described below. If you would like to talk to us, please call 1300 722 852.
Process to Manage a Client Issuer Sponsored Share Sale
Just click the Sell Shares Now button on this website and follow the prompts. One of the questions will ask if you are the shareholder, or an advisor managing a share sale on behalf of a client. Clearly you would simply indicate the latter. To complete the online process, you will need the SRN for the shares being sold, as well as the email address for your client(s) – we will email the client to seek authority to sell the shares.
We are able to sell share held by individuals, joint persons, companies, family trusts, SMSF’s and deceased estates.
The process is very clearly defined, just start the process and you will be stepped through exactly what needs to be done. If the shares being sold are part of deceased estate, the process will allow for that and an email will be sent to you outlining the documents you are required to provide (probate etc).