Closing your portfolio
You can request to close your portfolio at any time by following these steps:
- Confirm with your adviser that there are no outstanding dividends, distributions, corporate actions, fees, term deposits still to mature, or unsettled transactions.
- Confirm with your adviser that all automated plans (automatic cash management, automatic rebalancing, dollar cost averaging or direct debits) have been cancelled. (If you have requested your portfolio to be closed and we have not received notification regarding your automated plans, we may choose to close those plans on your behalf).
- Ensure any proceeds from holdings sold down by your adviser are cleared in your CMA.
- Notify us that you wish to close your portfolio, using the following guidelines:
- notification must be in writing (to allow us to verify your signature). We will generally accept a closure request sent in the form of a fax or email attachment, and
- your written notification must include:
- your portfolio name and number, and
- the details of an Australian financial institution account into which you would like us to credit the proceeds.
