Custody Transfer - Step by Step Guide | GXE Investor Help Centre

This guide will walk you through each step of your custody transfer.

IMPORTANT - If you have multiple holding parcels then you must make sure you complete the steps for all of your holding parcels. Access your list of transferring holdings by clicking the blue text at the top of the page "Return to the listing to view other assets"

Completion Steps

Accept Email Invitation - Check your inbox and junk folder for an email from support@gxe.com
Create Account

If you don't have an account with us then your invitation will look like this:

If you already have an account with us then your invitation will look like this:
Complete Custody Transfer Wizard - Follow the custody transfer wizard steps for each of your holding parcels.
1. Part A: Complete Identity Check - Click the blue text "Click here to complete this step" under the "Personal identity verification" subheading
2. Part B: Review and Confirm your Investment Entity - Click the blue text "Click here to review and confirm the investor details" under the "Review investment entity" subheading.
3. Confirm your Asset Holding Information - Now, review your asset holding information in the rectangle box to ensure it is correct.
  1. If your holding is correct, then click the green button "Confirm Transfer Details are Correct"
  2. If your holding is incorrect, then click the blue text "contact support"
4. Confirm your Wholesale/Sophisticated Investor Status - Click the blue text under the "Wholesale investor status" heading. More information on wholesale/sophisticated investor certificates available here
5. Review and Sign Both Documents - Now, you need to request, review and sign two agreements, namely the "Nominee Deed" and the "Security Transfer Form". Click both of the blue buttons "Send me this document" and you'll immediately receive two emails from noreply@mail.hellosign.com requesting you to review and sign the two documents.
6. Complete Any Remaining Custody Transfers – If you are transferring multiple shareholding parcels then this section will appear on your screen – Click the blue text “return to the listing to view other assets” and complete steps 1 to 5 again for each listed holding.
Wait for Final Notification - Everything is now complete! A green bar will now appear starting with "You have completed all review steps". Now, please wait until your transfer is confirmed (sometimes it can take a few weeks as we are waiting on all investors to action these items).

Getting additional help

Account help: If you are still running into trouble whilst setting up your account or have any questions then please contact us at support@gxe.com for assistance.

The material on this page is provided by GXE Management Pty Ltd (ACN 652 482 598), a corporate authorised representative (CAR No. 1292543) of GXE Fund Services Pty Ltd (ACN 162 966 609, AFSL 460870).

This material is for information purposes only and should not be construed as an offer or solicitation or recommendation to buy or sell any financial products. The information in this presentation or communication is directed and available to residents of Australia only deemed to be Wholesale Clients under section 761G of the Corporations Act 2001.

This information is intended to be general in nature and is not personal financial product advice. Any advice contained in this document is general advice only and has been prepared without considering your objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. 

You should seek independent financial advice and read the relevant disclosure statements or other offer document prior to making an investment decision (including a decision about whether to acquire or continue to hold) about a financial product.