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:

  • Options are for investors looking for investment products other than equities, Options can be a powerful, flexible tool. Options can be used to enhance a portfolio in a number of ways:
    • Profit from a perspective, whichever way the market is moving, or even when it’s flat.
    • Access the underlying stock for a fraction of the cost of a direct investment.
    • Earn extra income from a portfolio by writing Options and receiving a premium.
    • Protect or ‘hedge’ existing investments by guaranteeing the sale price, regardless of market movements.

    Options strategies — from the simple to the complex — can be tailored to suit investment goals and appetite for risk. Like any derivative product, Options can involve risk, and all investors and advisers must have a clear understanding of this before trading.

    To trade Options on behalf of your clients:

    • Download and read the ASX Booklet "Understanding Options Trading" (PDF)
    • Download, read, complete and sign the "Exchange Traded Options Product Disclosure Statement (PDS) and Application" located on the Forms page under Administration > Forms & Downloads
    • To take up Tier 2 Options trading you will need to complete the ”Trading Level Upgrade” form found within the “Exchange Traded Options Application PDS and Application” or 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

  • 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.

The information on this site has been prepared without taking account of your objectives, financial situation or needs. Because of this, you should consider its appropriateness, having regard to your objectives, financial situation and needs and, if necessary, seek appropriate professional advice. Please consider the Exchange Traded Options Product Disclosure Statement before making any decisions about whether to acquire the financial product.