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CHESS to Issuer sponsored FAQ

I have an Issuer Sponsored holding. My reference number starts with "I". What does this mean? 


Your shares are Issuer sponsored and have a Security Reference Number (SRN). The SRN is typically found in the top, right-hand corner of your holding statement, starts with "I" and has 10-12 digits.

You can now donate your shares. 

I have a CHESS Sponsored holding. My reference number starts with "X". What does this mean? 


Your shares are "CHESS sponsored" as they were originally purchased via, or are held with, a stockbroker.  

CHESS sponsored shares have a Holder Identification Number (HIN). The HIN is typically found in the top, right-hand corner of your holding statement, starts with "X" and has 10-12 digits.

A CHESS sponsored holding will require conversion before it can be traded by our brokers (see below).

How do I donate "CHESS sponsored" shares?




Our role is to facilitate the conversion of your holding as easily as possible. 

This process requires input from the shareholder, sponsoring broker and relevant share registry. As a guide, it takes 10-15 business days to complete both the conversion and share trade. 

Tips to avoid unnecessary delays:

  • Ensure the signature on the share sale donation form matches the one used at the time of purchasing your shares
  • If your shareholding is held in a joint account, include the signatures of ALL registered shareholders
  • Clearly print the first and last names under each signature
  • Include the 'date signed' under each signature
  • If you have moved address since purchasing your shares, contact the relevant share registry to update your registered details - this guarantees you will receive the new Issuer Sponsored ​Holding Statement 
  • Please submit your new Issuer Sponsored Holding Statement on receipt (approx. 7-10 business days from your broker's release of the nominated shareholding. See Step 3)

CHESS conversion process

Step 1: Complete and submit your form 

Complete and submit our share sale donation form. Please click here for detailed instructions.

> If your broker is one of our supporting brokers, no further action is required. We can facilitate your share sale now. 

> If your broker IS NOT one of our supporting brokers, steps 2-4 will now commence.

Step 2: We contact your broker 

We will verify the details of your broker (if not one of our supporting brokers) 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 (see above: Tips to avoid unnecessary delays)

Step 4: Submit a copy of your Issuer Sponsored ​Holding Statement


For ShareGift to now facilitate the trading of your shares, please submit a copy of your Issuer Sponsored ​Holding Statement to:

MAIL: ShareGift Australia, GPO Box 4370, Melbourne VIC 3001 Australia

Your new Issuer Sponsored ​Holding Statement includes a Security(Holder) Reference Number (SRN) (see below).

 

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

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