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How do I transact?

Your investment instructions

You give us investment instructions (to buy, sell or switch investments) 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 and other disclosure documents for these investments. These instructions can be faxed, subject to the requirements These instructions can be faxed, subject to the Fax and electronic instruction service section.

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 without obtaining your instructions, with the proceeds paid to your Cash Account. For example, if your managed investment holding has dropped below the minimum requirement. You are responsible for any associated fees.

We will act on all instructions from your adviser or directly from you 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
  • either your account and/or Cash 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, or
  • acting on them would be impracticable or would breach relevant market practice.