Joining the Dragon Investment Group and share trading online through E*Trade
is a quick and simple process.
For new clients | Existing E*Trade users
For New Clients
If you do not have an account with E*trade Australia and
want to open an account through The Dragon Investment Group to allow
you to access E*Trade online share trading and phone advisory services,
simply call us on +61 2 9267 5988 and ask for the terms and conditions document
, the financial services guide,
the new client application
form and the disclosure of personal information
form. After you have read and completed them, please return them with either a copy of your drivers license,
passport or bank statement (requirement of the Financial Transactions
Reports Act) to us at the address below:
The Dragon Investment Group
Suites 1312-1313, World Tower Building
87-89 Liverpool Street
Sydney, NSW 2000
We will process your application, normally within
3 days, then you are ready to trade Australian shares on the Australian
Stock Exchange using the E*Trade online platform. It's that easy!.
Remember if you have any questions; simply call us on +61 2 9267
5988
How to transfer existing shares to the new account
If you hold existing shares we understand the desire to keep
all your share holdings together, to transfer your existing shares
to your new Dragon Investment Group account, simply ask for the
chess transfer form from us and complete it.
Disclosure of Personal Information
The disclosure of personal information form is optional however
you should understand that if you elect to complete this form then
we are able to provide you with specific personal advice that is
suited to your personal circumstances.
If you elect not to complete this form, then you acknowledge
that any advice you receive from us is of a general nature only
and based solely on the individual investment opportunity alone.
Existing E*Trade Users
If you already have an E*Trade Australia account and would like
to trade through The Dragon Investment Groups online entry system
or have access to our wide range of additional services and advice,
simply simply call us on +61 2 9267 5988 and ask for the terms and conditions document
, the financial services guide, the new client
application form (using your existing E*Trade account details),
Dragon Investment Group transfer form
and the disclosure of personal information
form. After you read and completed them, please return them with a copy of your drivers
license, passport or bank statement (to allow us to verify your
identity as required by the Financial Transactions Reports Act) to us at the address below:
The Dragon Investment Group
Suites 1312-1313, World Tower Building
87-89 Liverpool Street
Sydney, NSW 2000
How to transfer existing shares to the new account
If you hold existing shares we understand the desire to keep
all your share holdings together, to transfer your existing shares
to your new Dragon Investment Group account, simply ask for the
chess transfer form from us and complete it.
Disclosure of Personal Information
The disclosure of personal information form is optional however
you should understand that if you elect to complete this form then
we are able to provide you with specific personal advice that is
suited to your personal circumstances.
If you elect not to complete this form, then you acknowledge
that any advice you receive from us is of a general nature only
and based solely on the individual investment opportunity alone.
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