Australian Shares

Description

Size (KB)

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Share Trading Terms and Conditions

93KB

CommSec Best Execution Client Disclosure

24KB

Financial Services Guide (FSG)

The Financial Services Guide ("FSG") provides information about Commonwealth Securities to help you decide whether to use the financial services we offer.

112KB

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One Off Trade Form

CommSec's One Off Trade service allows you to sell your issuer sponsored shares quickly and in a secure environment without the need to open a trading account. In order to sell your shares via the One Off Trade service you must have an existing account with the Commonwealth Bank or CommSec.

 

Use this form if you wish to sell shares as a one off and have an existing account with the Commonwealth Bank or CommSec. The details from your existing account will be used to identify you in selling the shares. The details on your account must match the details on your shareholdings.

505KB

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CommSec Client Guide

495KB

CommSec Share Packs

Each pack contains a diversified portfolio of six leading Australian companies chosen by Commonwealth Bank's Investment Research team.

144KB

Margin Loan

Description (Product documents)

Size (KB)

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Margin Loan Product Disclosure Statement

278KB

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Margin Loan Terms & Conditions

355KB

Share Trading Terms & Conditions

93KB

Margin Loan Application Form

355KB

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List of Identification Requirements

29KB

Incorporation by Reference Documents

Description (Brochures)

Size (KB)

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Boost your Investment Power with a CommSec Margin Loan
Borrow to expand your portfolio by using shares or managed funds as security.

311KB

Managing your Margin Loan

407KB

Investing using a regular gearing plan
Make Regular Investments to grow your portfolio over time.

87KB

Combining Exchange Traded Options with your CommSec Margin Loan

See how you can protect your portfolio or generate extra income with Exchange Traded Options.

63KB

CommSec Margin Lending at a Glance

See why the CommSec Margin Loan is a multi award winning investment product.

128KB

Portfolio LVR

Diversifying offers more benefits than ever before with CommSec’s Portfolio LVR.

158KB

How Gearing Works

100KB

Variable & Fixed Rate Margin Loans

Explore the interest rate flexibility of a CommSec Margin Loan.

214KB

Margin Lending Website User Guide

393KB

Cash

Description

Size (KB)

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Transaction, Savings and Investment Accounts Terms and Conditions

232KB

Options

Description

Size (KB)

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Exchange Traded Options PDS

327KB

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Exchange Traded Options Application Form

1MB

ASX Option Guide

626KB

CFDs

Description

Size (KB)

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CFDs Product Disclosure Statement

528KB

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ASIC Money Smart Self-Assessment questions 

47KB

CommSec Trader CFD Individual and Joint Application Form

787KB

CommSec Trader CFD Company and Trust Application Form

759KB

CommSec Limited Risk CFD Individual and Joint Application Form

700KB

CommSec Limited Risk CFD Company and Trust Application Form

735KB

International

Description

Size (KB)

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International Securities

Access over 25 international sharemarkets. Now you can invest across the world.

90KB

International Securities Trading Terms and Conditions

94KB

Application Forms

 

Individual & Joint - Download this application form if you wish to apply for an International trading account as an individual or in a Joint account.

 

Company - Download this application form if you wish to apply for an International Trading account as a Company.

 

Trust & SMSF - Download this application form if you wish to apply for an International Trading account as a SMSF or Trust.

   

   

1,295KB

   

1,605KB

   

2,265KB

   

    

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List of Identification Requirements

29KB

US Exchange Traded Options PDS

737KB

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Option Approval and Agreement Form

272KB

Pershing Financial Services Guide (FSG)

380KB

Download

W-8BEN Form for Individuals

240KB

W-8BEN-E Form for Entities

 

Instructions and Sample for Companies

 

Instructions and Sample for SMSFs

 

Instructions and Sample for Trusts

264KB

   

344KB

   

728KB

   

378KB

   

   

   

Trustee Certification Form

590KB

 

Disclaimer

This site is directed and available to and for the benefit of Australian residents only. © Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 ("CommSec") is a wholly owned, but non guaranteed, subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 and both entities are incorporated in Australia with limited liability.

By clicking on the "Download the CommSec App" buttons above, you will be directed to itunes.apple.com or play.google.com. These sites are not affiliated with CommSec and may offer a different Privacy Policy and level of security.

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