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CHESS to Issuer sponsored FAQ

Are my shares "CHESS sponsored" and what does this mean?

Shares that are registered with a stock broker. If your shares were purchased via, or held with a stockbroker, your shares are "CHESS sponsored". 

CHESS (Clearing House Electronic Subregister System) is the computer system used by the Australian Securities Exchange (ASX) to record shareholdings and manage the settlement of share transactions.

CHESS sponsored shares are allocated a Holder Identification Number (HIN) by the broker, which is generally found in the top right-hand corner, starts with an "X" and is 10-12 digits long. 

A CHESS sponsored holding will require 'conversion' before it can be sold (see below). 

What if my holding statement number starts with an "I"?

Issuer sponsored shares are allocated a Security Reference Number (SRN), which is generally found in the top right-hand corner, starts with an "I"  and is 10-12 digits long.   

Issuer sponsored shares are managed by the issuer of those shares via the issuer's Share Registry. 

Issuer sponsored shares can be traded through any broker, providing conditions set out by that broker are met. You can donate your shares now.

How do I donate my "CHESS sponsored" shares?

  • Please complete our share sale donation form, including your Holder Identification Number (HIN) and sponsoring broker's company name.
  • If your broker is one of our supporting brokers, you do not need to take any further action. We can facilitate your share sale.
  • If you use an alternate broker, please see below.

My broker is NOT one of your supporting brokers. What do I do next?

We are here to help convert your holding from "CHESS sponsored" to "Issuer sponsored" as quickly and as easily as possible. Following the steps below, will help avoid unnecessary delays.

Step 1: Check and submit your form

Before you submit your share sale donation form to ShareGift Australia, we recommend you carefully check the following details:

  1. Ensure the signature on your form matches the one used at the time of
    purchasing your shares
  2. If your shareholding is held in a joint account, include the signatures of ALL registered shareholders
  3. Clearly print the first and last name under each signature
  4. Include the 'Date signed' at the bottom of your form

For detailed instructions on completing your share sale donation form field-by-field, please see Share Sale Donation form and guide.

Step 2: We contact your broker 

We will verify the details of your broker and contact them to request the release of your nominated shareholding via a 'CHESS to Issuer Sponsored Conversion'.

Step 3: Your broker to action

Your broker will release your shares via a 'CHESS to Issuer Sponsored Conversion'. On completion of this release, a new Issuer Sponsored ​Holding Statement is posted by the relevant share registry to your registered address as confirmation.

NOTE: If you have moved address since purchasing your shares, you should contact the relevant share registry to ensure your registered address is current - this guarantees you will receive your Issuer Sponsored ​Holding Statement.

Step 4: Contact us with your SRN

Your new Issuer Sponsored ​Holding Statement includes a Security/Holder Reference Number (SRN), which is generally found in the top right-hand corner, starts with an "I" (rather than an "X") and is 10-12 digits long. 

Please supply us with this SRN to permit us to complete your share sale donation, via: 
  • emailing a copy of the Issuer Sponsored ​Holding Statement to info@sharegiftaustralia.org.au, or 
  • mailing a copy of the Issuer Sponsored ​Holding Statement to: ShareGift Australia, GPO Box 4370, Melbourne VIC 3001 Australia

Step 5: Confirmation of your share sale donation  

A confirmation tax receipt will be issued on completion of your share sale donation to your nominated email (or postal address where no email address is supplied).

Step 6: Notification of charities funded

Notification of all charities funded (after 30 June) via email. We also publish the annual list of recipient charities via our Annual Report and website.