Before we get started, familiarise yourself with these key terms:  

Holder Identification Number (HIN): A HIN is a unique number that identifies you as a CHESS sponsored shareholder with a broker. A HIN usually starts with the letter “X” followed by ten numbers (e.g. X0001234567).  

Securityholder Reference Number (SRN): An SRN is used to identify the owner of shares that are administered and maintained by a share registry (i.e. the shares are Issuer Sponsored).

CHESS: CHESS stands for Clearing House Electronic Subregister System. It's the computer system used by the ASX Settlement PTY Limited (ASX) to record shareholdings and manage the settlement of share transactions.

CHESS Sponsored Shares: CHESS Sponsored Holdings are securities or shares you own that are registered to the unique HIN that your sponsoring Broker (like CommSec) has established and maintains on your behalf.

Issuer Sponsored Shares: Shares that are managed by the issuer's share registry. Issuer sponsored shares can be traded through any broker, as long as conditions set out by that broker are met. Issuer Sponsored Shares are allocated an SRN (SRN).  

 

 

The easiest way to find your SRN is by looking at your most recent statement from the share registry.  

Is an Issuer to CHESS Transfer right for me?  

You need to complete an Issuer to CHESS Transfer if:  

  • The shares you wish to transfer are currently Issuer Sponsored Holdings that have been administered and maintained by the share registry.

  • The shares are linked to an SRN that starts with the letter C or I.   

  • The shares are owned and registered in exactly the same name, including salutation as the one on the CommSec account you're transferring to. For example, transferring from MR JOHN SMITH to MR JOHN SMITH. You can check this by comparing the name on a statement from the registry with what's recorded in CommSec.  

  • The shares are owned and registered in exactly the same postal address as the one on the CommSec account you're transferring to. For example, 1 NAME ST to 1 NAME ST.

     

 

Issuer to CHESS transfers are free.

What do I need before I start my I2C transfer?  

  • Your SRN which starts with the letter C or I. Learn more about your SRN or find it today.   

  • Your mobile phone to receive an SMS.  

  • The shares are owned and registered in exactly the same name, including salutation as the one on the CommSec account you're transferring to. For example, transferring from MR JOHN SMITH to MR JOHN SMITH.  

  • The shares are owned and registered in exactly the same postal address as the one on the CommSec account you're transferring to. For example, 1 NAME ST to 1 NAME ST. 

  • Confirm your details match by comparing your details on your most recent statement from the share registry with that's recorded with CommSec.  

 

What’s next?

  • To begin your transfer, log in to CommSec and click on Settings.

  • Head to Service Centre, then select Transfer Shares.

By clicking on the "Download the CommSec App" buttons above, you will be directed to itunes.apple.com or play.google.com. These sites are not affiliated with CommSec and may offer a different Privacy Policy and level of security.

 

Disclaimer

© Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. CommSec is a Market Participant of ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.

The information on this page has been prepared without taking into account your objectives, financial situation or needs. For this reason, any individual should, before acting on this information, consider the appropriateness of the information, having regards to their objectives, financial situation or needs, and, if necessary, seek appropriate professional advice.

The content on this page may not be distributed or reproduced without prior consent and any unauthorised use of the content may breach copyright provisions. CommSec does not give any representation or warranty as to the accuracy, reliability or completeness of any content on this page, including any third party sourced data, nor does it accept liability for any errors or omissions.

This site is directed and available to and for the benefit of Australian residents only.

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