Share Buying and Selling Services

NZXIf you want to buy or sell securities on the share markets in New Zealand, Australia the US or UK we can assist.

We offer you access to the markets via our intermediary agreement with qualified NZX Market Participants.

Not only can you buy and sell shares through us but also bonds and other listed debt securities and listed trusts.

And unlike most other outfits, we can provide you Portfolio Updates after each transaction to keep you up to date with your Total Portfolio across all the markets and securities you hold. Not only your shares but almost anything you care to include.

(Subject to you advising us of transactions performed through other parties)

Online MultiCurrency Accounts

And with online multicurrency accounts you can minimise the transaction fees often associated with transferring money from one currency to another.

Independent Research

We can access independent research from a number of reputable sources.

We do not publish our own research.

We will operate for you on either an:

  • Execution-only basis, which means that we will simply carry out your instruction to buy or sell, or
  • Advisory dealing basis, where we advise you on which shares to buy and sell, but the final decision is in your hands. There is an extras fee for this.

Bay Financial Partners Limited's Standard Execution Only Brokerage Rates are as follows:

 
  First $10,000 >$10,001 < $100,000 Over $100,000 Minimum Charge Trade Fee
New Zealand 1.5% 1.0% 0.8% NZD$75.00 NZD$5.50
Australia 1.5% 1.0% 0.8% AUD$80.00  
United Kingdom 1 2.5% 2.5% 2.5% UK£100.00  
United States 2 2.5% 2.5% 2.5% USD$100.00  

1. Stamp Duty of 0.5% applies to UK purchases.

2. A Certificate fee of US$95.00 may be applicable to US transactions.

A Courier Fee of NZ$40.00 may be applicable to UK and US transactions.

If you want to operate on an Advisory Dealing Basis please call us on 07 578 3863 to discuss your options.

In order to use this service you will first have to open an account and then you can decide on which basis you wish to operate. If you choose to go down the Advisory dealing route you will want to sit down and talk with us so we can determine approriate investments to recommend for your individual circumstances.

To download an account opening form please select from the appropriate options below. Each link downloads a a pdf file. Please print it out, complete the details and post to us at:

Bay Financial Partners Limited
PO Box 843
Tauranga 3140

Note that it is imperative that we obtain suitable identification and verification of your bank account details.

You will note that these forms refer to ANZ and ANZ Securities, this is because ANZ Securities are the stock exchange member we have chosen to partner with and who will be your actual sharebroker, you can if you choose open the account directly with them but we would prefer you opened it through us. So send the form to us not them!

Broking Account Opening Form for an INDIVIDUAL PERSON

Broking Account Opening Form for a JOINT ACCOUNT

Broking Account Opening Form for a TRUST

Broking Account Opening Form for a COMPANY

Broking Account Opening Form for a PARTNERSHIP

Bay Financial Partners Limited Advisers' Disclosure documents are available on request and  free of charge from our office or by clicking here

  • Last updated on .

The information on this site is intended as a guide only. The information is of a general nature and does not and cannot ever constitute personal advice.
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