 |
 |
Halifax Documents
Below are various documents that you may need to help you conduct business with Halifax.
 Client Service Agreement – this is the document that is the contract between you and Halifax. It can be completed online, faxed or posted. |
| Derivatives Client Agreement - between Client
and Clearing Participant - ( Online Application ) |
| Financial Services Guide – this is a document set to describe Halifax and practical aspects of Trading and Investing. |
| Product Disclosure Statement – this must be read before opening an account. In general terms this a description of the mechanics of what you are trading / investing in. |
| 100 Point Identification – this is guide to know what forms of ID can be used to prove who you are. |
| Options Authorisation – if you want to trade Australian Equity Options |
| Options Clearing Agreement – if you want to trade Australian Equity Options |
| Authorised Form – if you want to authorize someone else to operate your account. |
| Change of Sponser Broker – this used when moving stock from an other broker to Halifax. |