Forms and Downloads

From time to time, you will need more information or will need to change your details. Some of the more common forms and brochures are included here for your convenience.

Opening a Morgans account

• Account Application
• CHESS Broker Sponsorship Agreement 
• Morgans Account Terms and Conditions
• Financial Services Guide (includes information on fees)
• Morgans Best Execution Policy
• Request a web account to view your portfolio online
• Banking details - payments, direct debit or cash management accounts
• Managed Discretionary Accounts - Target Market Determination (MDA - TMD) 

Brochures

• Wealth Management
• Wealth+ Managed Portfolio Administration
• Wealth+ Self Managed Super Fund Administration 
• Self-Managed Super Funds (SMSFs) 
• Retirement and Estate Planning
• Superannuation 

Derivatives trading

Options

• ETO Target Market Determination
• ASX Understanding Options Trading
• Options Account Application and ETO Product Disclosure Statement
• ETO Product Disclosure Statement
• ASX Understanding Low Exercise Price Options (LEPOs)
• Refer to our Options section for educational material

Warrants

• Morgans Warrant Client Agreement
• ASX Understanding Trading and Investment Warrants Booklet
• Chi-X Australia Investing in Warrants Booklet
• Refer to our Warrants section for educational material

Updating your information

• Tax File Number Notification
• Change of Account Details

Information about us

• Privacy Policy
• Complaints Policy & Procedure

Feedback form

If you would like to provide feedback or submit a complaint, you can do so via our online Client Feedback Form.

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