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How do I transact?

You give us instructions through your nominated adviser. Your adviser will ask you to complete a transaction authorisation and will carry out your instructions.

If you cannot contact your adviser, you must give us written and signed instructions, provided that you have received the relevant PDS or other disclosure documents for these investments. These instructions can be faxed, subject to the Facsimile and electronic instruction service requirements.

Before transacting on your account, you must have sufficient available cash in your Cash Account. If you ask us to sell assets within your account, the proceeds cannot be used for another transaction or withdrawal until settlement occurs and the proceeds are cleared in your Cash Account.

If you transact on your account with insufficient available cash, the transaction will be rejected. For listed securities, you may be charged a failed trade fee.

Instructions from your adviser or you directly will be acted on except in limited circumstances, including if:

  • we suspect that you or your adviser are in breach of the terms of this PDS
  • the authenticity of the instruction is in doubt
  • your instructions are unclear
  • following the instructions is contrary to the law or relevant policy
  • you do not have sufficient available cash in your Cash Account to carry out the instruction
  • your account would fall below the minimum balance if the instructions were carried out
  • you do not have sufficient investment holdings for us to carry out the instruction
  • acting on them would be impracticable or would breach relevant market practice or
  • you or your adviser have not done such things as are required.

Instructions will be acted on and effected as soon as practicable but there is no obligation to do so by any particular time, nor any obligation to enquire whether they are genuine or proper. In certain circumstances your assets can be realised as if we have received your instructions, for example, if your managed investment holding has dropped below the minimum requirement, with the proceeds paid to your Cash Account. You are responsible for any associated fees.