About Trading

We provide a full range of trading products and services, as well as a dynamic trading platform, making it simple for you to offer your clients a ‘one stop shop’ of financial advisory and trading services. Whatever your business strategy, we can support it.

Our comprehensive offering of investment products allows you to create a diversified portfolio for your clients, according to their needs:

• Warrants are unique trading instruments that are issued by banks and other institutions and traded on the ASX. Warrants are 'non-standard' - in other words, each one is different and will offer different features.
  
  

  Depending on the features of the individual warrant, you can use them to:

  • Gain leveraged exposure to an underlying share.
  • Diversify your portfolio.
  • Generate income through dividends and franking credits.
  • Protect your portfolio.

  You need to read the Product Disclosure Statement provided by the issuer of a warrant to assess its features and whether it meets your trading and investment purposes, before you decide to invest.

  To start trading Warrants:

  • Ensure you have an active online investment account
  • Download and read the ASX Booklet
    "Understanding Trading & Investment Warrants" (PDF)
  • Complete and sign the "Warrant Agreement Form" located on the Forms page under Administration > Forms & Downloads

  Please contact us if you wish to obtain a hard copy of any of the above mentioned documents

• IPOs provide the opportunity to ‘get in early’, typically at a discount to market levels and comparable stocks. Access IPOs for your clients and subscribe to alerts, so you’ll know about new offers as soon as they're available.
• Structured products are unique, tailored investment solutions, providing opportunities for portfolio diversification across many asset classes, as well as capital protection, enhanced income and growth.
• Conditional orders allows you to implement trading strategies on behalf of your clients.  Below is a brief description of the conditional orders we offer:
  
  1.    Falling sell: Instruction to place a sell order on the market at a limit price when the security price falls to or below a pre-determined price you have established as a trigger price.   
  
  2.    Falling buy: Instruction to place a buy order on the market at a limit price when the security price falls to or below  a pre-determined price you have established as a trigger price.  
  
  3.    Rising sell: Instruction to place a sell order on the market at a limit price when the security price rises to or above a pre-determined price you have established as a trigger price.
  
  4.    Rising buy: Instruction to place a buy order on the market at a limit price when security price rises to or above a pre-determined price you have established as a trigger price. 
  
  5.    Trailing sell: Instruction to place a sell order at a Market price when the security price rises to or above a level you have set as your trail start price; and then experiences a fall equal to or greater than the trail stop value you have set. 
  
  6.    Trailing buy: Instruction to place a buy order at a Market price when the security price falls to or below a level you have set as your trail start price; and then experiences a rise equal to or greater than the trail stop value you have set.

Please read the Share Trading Terms & Conditions for important information and risks regarding conditional orders.

Management reports

As well as extensive equity trading and conditional trading tools, you also enjoy access to a comprehensive range of online management reports including information on new orders, open orders and order history for all your clients.