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Adviser tools at your fingertips
Wrap Investment (IDPS) forms
Wrap Investment (IDPS)
Opening & adding cash to you client's account
Making an asset transfer
Refer to Help Centre for the required forms
Transfer into investment accounts from an external source
Internal transfers between Macquarie Wrap Accounts
Internal transfer of Separately Managed Accounts (SMA) asset
Transfer out of an investment account to an external source
Transfer suspended, delisted or terminating assets
Macquarie Vision transfer forms
Managing your clients' investments
Wholesale investor form (Qualified Accountant Certificate -
QAC)
Register for international securities (Macquarie Wrap)
Register for international securities (Macquarie Vision)
Notify an external broker of settlement instructions
Settle a domestic fixed income trade
Margin loans
W-8BEN forms
Complete for individual (custodial)
Complete for individual (non-custodial)
Complete for entities (custodial)
Complete for entities (non-custodial)
James Hardie dividend withholding tax
Updating your clients' details
Update account fees (go to Adviser Online)
Change of Wrap account details
Add or amend a nominated account
Change of service from Macquarie Vision to Macquarie Wrap
Third party authority
Appoint an individual with third party authority (Macquarie Wrap)
Appoint an individual with third party authority (Macquarie Vision)
Appoint a company or FSP with third party authority
Register a business with third party online access
Grouping accounts
Group accounts for reporting (Macquarie Wrap)
Making a withdrawal or payment
For Investment Consolidator, Manager and Vision Investment
Withdrawal below $500,000 (go to Adviser Online)
For Investment Accumulators
Product information and disclosure
Important documents and information about our wrap investment, super and pension products.