Opening an account at Halifax is designed to be easy !

With the one account you can trade:-

Australian and Offshore Equities, Domestic and Offshore Futures, Foreign Exchange (FX) and Contracts for Difference (CFD’s)

You can either open an account “Online” now, or print off a blank application form and fax, scan or post back….the choice is yours!
Click here for Online Application Form
Click here to download Application Form

PROVIDE IDENTIFICATION

Under the AML laws (2008) financial service companies are required to verify identification of clients.
You will need to supply certified copies of identification. Please find below your quick guide to acceptable forms of documentation.

Individual / Partnerships / Joint Corporates Trusts / Superannuation
  • a copy of your signed and valid passport
  • proof of residency such as a copy of
  • your drivers license
  • a bank statement or utility bill issued in the last 6 months
  • certificate of incorporation
  • signed articles of association
  • list of authorised signatories
  • authorised signatories to verify signatures
     
  • Trust documentation

How do I certify documents and who can certified them? to find out more.

Please scan, fax or post your certified identification. If you decide to scan or fax you must still submit the originals within 30 days.


IMPORTANT INFORMATION

Download and view the current documentation in PDF format. Click a brochure cover below.
Financial Services Guide
Financial Services Guide (FSG)

Product Disclosure Statement (PDS)
Product Disclosure Statement (PDS)

Understanding Options
ASX Understanding Options
if trading Australian Equity Options


SPEED UP OPENING YOUR ACCOUNT

The fastest way of opening an account with Halifax is by going online, however if you wish to manually complete an application form you can either fax, scan or post your application below.

Scan to: Fax to: Post To:


newaccounts@halifaxonline.com.au

Australia:
02 9241 4331
 

International:
612 9241 4331

New Accounts
Halifax Investment Service Ltd

Level 29
20 Bond Street
Sydney NSW 2000
Australia

Understanding Options Click here to view and download other
Halifax Documents & Forms.

HALIFAX FINANCIALS

Halifax is an Australian Public company - for a copy of our latest financials please phone 02 8256 2100