Fillable Standard Transfer Form printable pdf download

How to complete the Standard Transfer Form

To minimise the risk of fraud relating to off-market transfers, Link has implemented fraud detection measures for all off-market transfers on

listed entities.

Proof of Identity

Evidence will need to be provided with each transfer form to confirm the identity of the seller as the current owner of the securities to be

transferred. The buyer of the securities may also be required to provide identification to meet the new Government Anti-Money Laundering (AML)

requirement. If you are unsure, please call us on 1300 554 474 for further information.

Please choose either Option 1 or Option 2 and send us a certified copy of the applicable document(s). Please DO NOT attach original documents

as documents will not be returned. Proof of Identity documents will not be held on file and must be provided with each transfer form.

Option 1 – Please attach at least 1 document

Primary photographic identity document

Drivers Licence

Australian Passport (that has not expired more than 2 years ago)

International Travel Document – foreign passport (that has not expired more than 2 years ago)

Proof of Age Card

National Identity Card

OR Option 2 – Please attach at least 1 primary non-photographic document and 1 secondary non-photographic document

Primary non-photographic identity document; AND

Australian Birth Certificate or Extract of Birth

Australian Citizenship Certificate

Foreign Citizenship Certificate

Foreign Birth Certificate

A Centrelink Pension card or Centrelink Healthcare card

Secondary non-photographic identity document

A financial benefit notice issued by the Commonwealth, State or Territory within the last 12 months

An income tax assessment notice issued within the last 12 months

A local government notice (e.g. council rates) or utilities notice (e.g. power, gas or phone bill) issued within the last 3 months

In relation to a minor (under 18 years of age) a notice issued by a school principal within the last 3 months

All foreign language documents must be accompanied by an English translation prepared by an accredited translator

Depending on the type of seller, additional information may be required;

Seller

Additional Documents

Individual

• Documentation requested above

Joint Holders

• Documentation requested above for each joint holder

• Documentation requested above for each director/secretary signing the transfer; and

Company

• A certified copy of the Company Registration issued by a regulator

• Documentation requested above for each authorised representative signing the transfer, and;

Authorised Representative for the seller

• A certified copy of the document appointing the authorised representative

• Documentation requested above for the parent or guardian signing the transfer, and;

Parent or Guardian of a minor

• A certified copy of Birth Certificate for the minor

Fee

A fee* of $55.00 (GST Inclusive) will apply for each transfer of securities in a listed entity that requires a security validation check. A single fee of $55.00

(GST Inclusive) will be charged if multiple transfers from the same seller (registration details must be an exact match) are received by Link at the same time.

Payment of the fee can be made either by credit card, cheque or money order. Refer to section D for further information regarding payment options.

Help

If you need help completing this transfer, please contact our office on 1300 554 474.

Exceptions – the security validation fee will not apply for the following transfers;

1. an Issuer that is not listed

2. a transfer out of a deceased estate

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3. an Employee/Director of the Issuer