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HOW IT WORKS

01. Complete the one-page Portfolio Service Request Form.

02. Our Investment Advisers will discuss the portfolio with you and then send recommendations and associated research.

03. On receiving our comprehensive report, you can execute trades through CommSec Adviser Services Investment Advisory.

COMMSEC ADVISER SERVICES INVESTMENT ADVISORY

PORTFOLIO CONSTRUCTION, MANAGEMENT AND EXECUTION

YOUR EQUITIES AND ETF ADVICE PARTNERS Our experienced Investment Advisers offer specialist equities and ETF advice to third party AFSL holders. We work in partnership with your business to create wholesale equity and ETF investment solutions that capture the critical information you need. By outsourcing your equities advice to us, you’ll not only expand your product offering and revenue lines but also benefit from our comprehensive range of broking, advisory and research services. We will manage the equities component of your AFSL and business for you – efficiently, compliantly and cost-effectively. Whether it is in-depth share market research, report writing or effective execution of your client trades, we have the expertise to support your business via a tailored solution that suits you.

Portfolio Review Service Designed for Advisers and Stockbrokers looking to add greater value to their clients’ investment

portfolios and outsource their equities research. Products • ASX listed equities

• ASX listed Exchange Traded Funds (ETFs) Our Services • Full Advisory Service

An ongoing, comprehensive portfolio review and recommendation service with concise reporting and portfolio management, offering total support to your business. • Equity Portfolio Review A professional equity portfolio review service providing a concise report with portfolio recommendations compiled using a clear, disciplined methodology incorporating both quantitative and qualitative analysis. • ETF Portfolio Review Provides advice on ASX Listed ETF’s to help your clients gain exposure to International Markets.

Functionality • Daily morning market briefings, seminars and independent research reports• Comprehensive reporting backed by third party research • Stock-specific commentary • Priority access to IPOs (Full Advisory Service only) • Full broking capabilities with high competitive brokerage rates of $55 or 0.55% for execution1

Support • A dedicated team to help you service your clients’ equity needs• Direct adviser telephone line • Access to third party research • ‘Morning Minutes’ – a daily wrap-up of the overnight markets, Australian commodities, corporate activities for the day and more • ‘Newsflash’ – up to date company and RBA announcements • ‘Monthly newsletter’ – detailing economic and market updates and upcoming economic calendar events

1. $55.00 up to $10 000 transaction value and 0.55% for above $10 000. Rates are current at time of print and subject to change.

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