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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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