Westpac Share Trading

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Updates to the House rules Share Trading Terms and Conditions, Global Markets Trading Terms and Conditions, Exchange Traded Options (ETO) Product Disclosure Statement, Wider Options US Exchange Traded Options (ETO) Product Disclosure Statement, and Subscriptions, Packages, and Alerts Terms and Conditions effective 3 June 2023

We have made changes to the following documents which will take effect from 3 June 2023:

House rules Share Trading Terms and Conditions;
Global Markets Trading Terms and Conditions;
Exchange Traded Options (ETO) Product Disclosure Statement;
Wider Options US Exchange Traded Options (ETO) Product Disclosure Statement;
Subscriptions, Packages and Alerts Terms and Conditions.

The following changes will be made across documents 1-4 above:

Replaced various “Chi-X” references to “Cboe” to reflect the change of name of the market operator.
Replaced various “Westpac Securities” references to “Westpac Share Trading”.
Replaced various “Online Investing” references to “Share Trading”.
Replaced various weblinks from “westpac.com.au/onlineinvesting” to “westpac.com.au/sharetrading”.
Replaced various “Westpac Privacy Policy” references to “Westpac Privacy Statement” to reflect the change of the Westpac Banking Privacy Statement document name.
Replaced the section heading ‘Privacy policies.’ to ‘Privacy.’
Updated the Customer Relations postal address from “Westpac Customer Relations, Reply Paid 85148, Australia Square NSW 1215” to “Customer Relations, Reply Paid 85157, Australia Square NSW 1214”.

Under ‘Customer Information and Privacy’ section:
Updated section heading from “Customer Information and Privacy” to “Customer Information”.
Under sub-heading ‘Why we collect your information and what we use it for’:

Removed: “If you don’t want to receive marketing information you can opt out by calling Westpac Securities Limited on: 13 13 31. If you give us your electronic and telephone details, you agree we or members of the Westpac Group may use this information to communicate with you electronically, by phone or SMS, including providing updates and reminders.”
Replaced with: “If you give us your electronic and telephone details, you agree we may use this information to communicate with you electronically, by phone or SMS, including providing updates and reminders.”

Under sub-heading ‘Who may we exchange your information with’:

Removed “As a provider of financial services, members of the Westpac Group have obligations to disclose some personal information to government agencies and regulators in Australia, and in some cases offshore. We are not able to ensure that foreign government agencies or regulators will comply with Australian privacy laws, although they may have their own privacy laws. By using this product or service, you consent to these disclosures.”
Removed “Members of the Westpac Group may disclose your personal information to an entity which is located outside Australia. Details of the countries where the overseas recipients are likely to be located are in Westpac’s privacy policy available at: westpac.com.au”
Replaced with: “Members of the Westpac Group may disclose your personal information to an entity which is located outside Australia. Details of the countries where the overseas recipients are likely to be located are in Westpac‘s Privacy Statement available at: westpac.com.au/privacy/privacy-statement“.

Updated sub-heading from ‘Privacy policies.’ to ‘Privacy.’

Removed: “Our privacy policy and Westpac’s privacy policy are available on the website and should be read in conjunction with the above. Our privacy policy is available at westpac.com.au/onlineinvesting, and Westpac’s privacy policy is available at westpac.com.au or by calling 132 032. Both policies contain further details about our information collection and handling practices, including information about:”
Replaced with: “Our Privacy policy and Westpac's Privacy Statement are available on the website and should be read in conjunction with the above. Our privacy policy is available at westpac.com.au/sharetrading, and Westpac’s Privacy statement is available at www.westpac.com.au/privacy/privacy-statement/ or by calling 132 032. Our Privacy Policy and Westpac’s Privacy Statement contain further details about our information collection and handling practices, including information about:”

Added new sub-heading ‘Marketing Communications’ and accompanying paragraph: “We will use your personal information to send you offers for products and services we believe may be of interest and value to you (including by email, SMS or other means) unless you have previously told us that you do not want to receive marketing offers from us. If you do not want to receive direct marketing offers from us, you can manage your marketing preferences in your online share trading profile on the Trading Site. If you do not want to receive direct marketing offers from Westpac, you can manage your marketing preferences in your online banking profile, let us Westpac know using the contact details in the Westpac Privacy Statement located on the Trading Site.”

In addition to the above changes, the following changes are specific to the:

House rules Share Trading Terms and Conditions:

Updated Date of issue from “5 October 2021” to “3 June 2023” (page 1).
Update document disclosure (page 2):

Removed: “Share Trading through Westpac Securities is a service provided by Australian Investment Exchange Ltd (AUSIEX, the Participant, we, us, our) ABN 71 076 515 930 AFSL 241400. AUSIEX is a Market Participant of the ASX Limited and Chi-X Australia Pty Ltd, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.”
Replaced with: “Westpac Share Trading is a service provided through Westpac Securities Limited, ABN 39 087 924 221, AFSL 233723 ("Westpac Securities") by Australian Investment Exchange Limited ABN 71 076 515 930, AFSL 241400 ("the Participant", "we", "us", "our"), a wholly owned subsidiary of Nomura Research Institute Ltd ("NRI"). AUSIEX is a Market Participant of ASX Limited and Cboe Australia Pty Ltd, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. AUSIEX is not authorised to carry on business in any jurisdiction other than Australia. Accordingly, the information contained in this document is directed to and available for Australian residents only.”

Terms and Conditions of Online Access (for information services and internet trading) Section 1.0 Definitions, (l) Cash Account (page 3).

Removed: “Cash Account means the Westpac Integrated Cash Facility or Your nominated bank or financial institution account used for the settlement of securities and payment for Services where Cleared Funds are transferred to and from Your Account, and includes any form of money market account as approved by Westpac Securities and the Participant for these purposes from time to time;”
Replaced with: “Cash Account means a Westpac integrated bank account, an integrated margin loan, an approved non-integrated Westpac bank account, or other approved financial institution bank account used for the settlement of securities and payment for Services where Cleared Funds are transferred to and from Your Account, and includes any form of money market account as approved by Westpac Securities and the Participant for these purposes from time to time;”

Terms and Conditions of Online Access (for information services and internet trading) – Section 7.0 Fees, sub-section 7.5 (page 6).

Removed: You irrevocably authorise the Participant to deduct from any Cash Account You have established, or direct debit bank account authority provided by You, such amounts owing by You to the Participant or a related entity of the Participant.
Replaced with: You irrevocably authorise the Participant to deduct from the approved Cash Account You have established, or direct debit bank account authority provided by You, such amounts owing by You to the Participant or a related entity of the Participant.

Terms and Conditions of Your Share Trading Account – Section 2.0 General

Sub-section 2.9: Added a new paragraph, “From 3 June 2023 requests to change the nominated Cash account must be to an approved Westpac Bank account. Approved Westpac accounts may be subject to change from time to time.”
Sub-section 2.9A: Replaced “any bank account.” With “or other approved bank account.”
Sub-section 2.9B: Replaced “Westpac Integrated Cash Facility…” with “Westpac integrated bank account…”

Terms and Conditions of Your Share Trading Account – Section 10.0 Other authorities and acknowledgements

Sub-section 10.1: Replaced “each document as amended from time to time…” with “which can be amended from time to time…”
Sub-section 10.3: Replaced “and the Westpac privacy policy (available at westpac.com.au or by calling 132 032), each document as amended from time to time.” with “, which can be amended from time to time.”

Update document disclosure (page 32):

Remove: “Things you should know: This information is current at 5 October 2021 but is subject to change. © 2021 Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 WBCWIBE029 1021a”
Replace with: “This information is current at 03 June 2023 but is subject to change. Westpac Share Trading is a service provided through Westpac Securities Limited, ABN 39 087 924 221, AFSL 233723 ("Westpac Securities") by Australian Investment Exchange Limited ABN 71 076 515 930, AFSL 241400 ("AUSIEX"), a wholly owned subsidiary of Nomura Research Institute, Ltd ("NRI"). AUSIEX is a Market Participant of the ASX Limited ("ASX Limited") and Cboe Australia Pty Ltd ("Cboe"), a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. AUSIEX is not authorised to carry on business in any jurisdiction other than Australia. Accordingly, the information contained in this document is directed to Australian residents only. WBCWIBE029 0623”

Global Markets Trading Terms and Conditions:

Added a new paragraph under bullet point 1 (page 2):

“You must have a Share Trading Account in the same name/s to be eligible for a Global Markets trading account.”

Updated document disclosure:

Removed: “Share Trading is a service provided by Australian Investment Exchange Limited (AUSIEX, the Participant, we, us, our) ABN 71 076 515 930 AFSL 241400, a Market Participant of the ASX Limited and Chi-X Australia Pty Ltd, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.”
Replaced with: “Westpac Share Trading is a service provided through Westpac Securities Limited, ABN 39 087 924 221, AFSL 233723 ("Westpac Securities") by Australian Investment Exchange Limited ABN 71 076 515 930, AFSL 241400 ("AUSIEX"), a wholly owned subsidiary of Nomura Research Institute, Ltd ("NRI"). AUSIEX is a Market Participant of the ASX Limited ("ASX") and Cboe Australia Pty Ltd ("Cboe"), a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. AUSIEX is not authorised to carry on business in any jurisdiction other than Australia. Accordingly, the information contained in this document is directed to and available for Australian residents only. International securities trading and custody through Global Markets is provided by Pershing LLC, ARBN 108 110 149, AFSL 271837, member FINRA, NYSE, SIPC, a BNY Mellon company through Australian Investment Exchange Limited ABN 71 076 515 930, AFSL 241400 ("AUSIEX"), a wholly owned subsidiary of Nomura Research Institute, Ltd ("NRI").”

Exchange Traded Options (ETO) Product Disclosure Statement:

Updated the ‘Effective date’ and ‘Date of issue’ from “5 October 2021” to “3 June 2023”. (page 1 and page 2)
Updated document disclosure (page 2)

Removed: “The Issuer of the Exchange Traded Options products described in this PDS is Australian Investment Exchange Ltd (AUSIEX, the Participant, we, us, our) ABN 71 076 515 930 AFSL 241400. AUSIEX is a Market Participant of the ASX Limited and Chi-X Australia Pty Ltd, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.
Westpac Share Trading is a service provided through Westpac Securities Limited by the Participant. The Participant is not authorised to carry on business in any jurisdiction other than Australia. Under this arrangement, your trading in Exchange Traded Options is directly with the Participant. Changes to the PDS that are not considered to be materially adverse will be available from the Participant’s website, where you can either download an updated version or request us to mail one to you. Alternatively, you can call a Trading Representative on 13 13 31 between 8am and 7pm (AEST), Monday to Friday.
If you have any questions in relation to this PDS please contact us on 13 13 31.
Important information.
This PDS has been prepared without taking account of your objectives, financial situation or needs. For that reason, before acting on the information in this PDS, you should consider its appropriateness to your objectives, financial situation and needs, and if necessary seek appropriate professional advice.
Trading Exchange Traded Options (ETOs, Options) can involve considerable risks. For that reason, you should only trade Options if you understand the nature of the product (especially your rights and obligations) and the extent of the risks you are exposed to. Before trading, carefully consider this PDS and the relevant booklets regarding Options from the Australian Securities Exchange (ASX). You should also carefully assess your experience, investment objectives, financial resources, and other relevant issues.
Products offered by this PDS.
This PDS covers Exchange Traded Equity and Index Options that are traded on the ASX. It does not include Low Exercise Price Options (LEPOs) traded on the ASX, debt Options, foreign currency Options or Options traded on US exchanges. Exchange Traded Equity Options are Options on quoted shares (or other securities) of a select group of stock exchange listed companies. Exchange Traded Index Options are Options on a select group of stock exchange indexes. A complete list of companies and indexes over which Options are traded in Australia on the ASX can be found on the ASX website.”
Replaced with: “The Issuer of the Exchange Traded Options products described in this Product Disclosure Statement (PDS) is Australian Investment Exchange Limited ABN 71 076 515 930, AFSL 241400 ("AUSIEX"), a wholly owned subsidiary of Nomura Research Institute, Ltd ("NRI"). AUSIEX is a Market Participant of ASX Limited ("ASX") and Cboe Australia Pty Ltd ("Cboe"), a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. AUSIEX is not authorised to carry on business in any jurisdiction other than Australia. Accordingly, the information contained in this document is directed to and available for Australian residents only.
ETO trading is a service provided by AUSIEX, the Issuer of ETO products. Your trading in ETOs is conducted by AUSIEX.
For full details, please refer to the ETO Product Disclosure Statement (“PDS”) and the Target Market Determination (“TMD”) available by logging into Westpac Share Trading’s website at https://www.westpac.com.au > Contact Us > Forms > Exchange Traded Options (ETOs) where you can either download a current version, request us to mail one to you, or alternatively, call one of our Trading Representatives on 13 13 31 between 8am and 7pm (AEST), Monday to Friday.
Important information.
ETO information has been prepared by AUSIEX without taking account of your objectives, financial situation or needs. For this reason, before acting on the information you should consider whether it is appropriate to you, having regards to your objectives, financial situation and needs and, if necessary, seek appropriate financial advice.
Trading Exchange Traded Options (i.e., ETOs, Options) can involve considerable risks. You should only trade Options if you understand the nature of the product (especially your rights and obligations) and the extent of the risks you are exposed to. Before trading in ETO’s, you should carefully assess your experience, investment objectives, financial resources, and other relevant issues and carefully consider the PDS available by logging into Westpac Share Trading’s website at https://www.westpac.com.au and the relevant educational booklets regarding Options from the Australian Securities Exchange (ASX) at https://www.asx.com.au.
Products offered by this PDS.
This PDS covers Exchange Traded Equity and Index Options that are traded on the ASX. It does not include Low Exercise Price Options (LEPOs) traded on the ASX, debt Options, foreign currency Options or Options traded on CIS exchanges. Exchange Traded Equity Options are Options on quoted shares (or other securities) of a select group of stock exchange listed companies. Exchange Traded Index Options are Options on a select group of stock exchange indexes. A complete list of companies and indexes over which Options are traded in Australia on the ASX can be found on the ASX website at https://www.asx.com.au.”

Part B: Fees Schedule, Client Agreement for Exchange Traded Options and Risk Disclosure Statement.

Section: Brokerage. (page 15)

Removed:

Options Trading
	Integrated Accounts			Standard Accounts
	Westpac Cash Facility^**	BT Margin Lending Facility	Westpac Share Trading Loan	Any Bank Account	Any Margin Loan
Internet Trading Brokerage (GST Inclusive)	$38.95 or 0.35%^*	N/A	N/A	$43.95 or 0.44%^*	N/A
Phone Trading Brokerage (GST Inclusive)	$59.90 or 0.55%^*	N/A	N/A	$59.90 or 0.55%^*	N/A
Exercise and Assignment (GST Inclusive)	$38.95 or 0.25%^*	N/A	N/A	$43.95 or 0.25%^*	N/A

^* Brokerage is calculated as the greater of the minimum brokerage or percentage of the Option premium.

^** Integrated Westpac Cash Facility applies only where settlement is by direct debit to an eligible Westpac cash account. For more information on eligible Westpac cash accounts, please go to the Share Trading website.

Replaced with:

Options Trading
	Integrated Accounts			Non-integrated Accounts
	Westpac Cash Investment Account	Westpac DIY Working Account	Westpac Cash Facility^**	Other Bank Account^***
Internet Trading Brokerage (GST Inclusive)	$38.95 or 0.35%^*	$38.95 or 0.35%^*	$38.95 or 0.35%^*	$43.95 or 0.44%^*
Phone Trading Brokerage (GST Inclusive)	$59.90 or 0.55%^*	$59.90 or 0.55%^*	$59.90 or 0.55%^*	$59.90 or 0.55%^*
Exercise and Assignment (GST Inclusive)	$38.95 or 0.25%^*	$38.95 or 0.25%^*	$38.95 or 0.25%^*	$43.95 or 0.25%^*

^* Brokerage is calculated as the greater of the minimum brokerage or percentage of the Option premium.

^*** From 3 June 2023 requests to change the nominated Cash account must be to an approved Westpac Bank account. Approved Westpac accounts may be subject to change from time to time. Different brokerage rates may apply based on whether your nominated Cash account is an integrated or non-integrated bank account.

Section: Miscellaneous fees and charges. (page 15)

Removed: “westpac.com.au”
Replaced with: “westpac.com.au/personal-banking/share-trading/”

Section: Client Agreement for Exchange Traded Options. (page 16)

Removed: “Options Trading is a service provided by Australian Investment Exchange Limited (AUSIEX, the Participant, we, us, our) ABN 71 076 515 930 AFSL 241400, a Market Participant of the ASX Limited and Chi-X Australia Pty Ltd, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.”
Replaced with: “Options Trading is a service provided by Australian Investment Exchange Limited (AUSIEX, the Participant, we, us, our) ABN 71 076 515 930 AFSL 241400, a wholly owned subsidiary of Nomura Research Institute, Ltd. AUSIEX is a Market Participant of the ASX Limited and Cboe Australia Pty Ltd, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.”

Terms and Conditions of Exchange Traded Options.

Removed: “Your completion of an Exchange Traded Options Application and your use of the Westpac Securities Service to buy or sell Options will be taken to be your agreement to these Terms and Conditions. Please read this document carefully and retain it for future reference. Please note the general Terms and Conditions of use which apply to your Share Trading Account, which have been made available to you and are available on our website. You can only buy and sell Options through Westpac Securities where you have a Share Trading Account and have completed all relevant documentation in relation to that Share Trading Account. Your Options will be registered in the name of your selected Westpac Securities Share Trading Account.”
Replaced with: “Your completion of an Exchange Traded Options Application and your use of the Westpac Share Trading Service to buy or sell Options will be taken to be your agreement to these Terms and Conditions. Please read this document carefully and retain it for future reference. Please note the general Terms and Conditions of use which apply to your Share Trading Account, which have been made available to you and are available on our website. You can only buy and sell Options through Westpac Share Trading where you have a Share Trading Account and have completed all relevant documentation in relation to that Share Trading Account. Your Options will be registered in the name of your selected Westpac Share Trading Account.”

Wider Options US Exchange Traded Options (ETO) Product Disclosure Statement:

Updated Date of issue from “5 October 2021” to “3 June 2023”. (page 1).
Update Issuer disclosure (page 2):

Removed: “Australian Investment Exchange Limited ABN 71 076 515 930, AFSL 241400 Reply Paid 85157 Australia Square NSW 1215 (AUSIEX, the Participant, we, us, our) a Market Participant of the ASX Limited and Chi-X Australia Pty Ltd, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.
Trading through Westpac Securities Limited ABN 71 076 515 930, AFSL 241400 is provided by the Participant. Under this arrangement, your trading in US Exchange Traded Options is offered by the Participant in association with Pershing LLC.”
Replaced with: “The Issuer of the US Exchange Traded Options products described in this Product Disclosure Statement (PDS) is Australian Investment Exchange Limited ABN 71 076 515 930, AFSL 241400 ("AUSIEX"), Reply Paid 85157, Australia Square NSW 1214, a wholly owned subsidiary of Nomura Research Institute, Ltd ("NRI"), AUSIEX is a Market Participant of ASX Limited ("ASX") and Cboe Australia Pty Ltd ("Cboe"), a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. AUSIEX is not authorised to carry on business in any jurisdiction other than Australia. Accordingly, the information contained in this document is directed to and available for Australian residents only.
International securities trading and custody through Global Markets is provided by Pershing LLC, ARBN 108 110 149, AFSL 271837, member FINRA, NYSE, SIPC, a BNY Mellon company through Australian Investment Exchange Limited ABN 71 076 515 930, AFSL 241400 ("AUSIEX"), a wholly owned subsidiary of Nomura Research Institute, Ltd ("NRI"). Your trading in US Exchange Traded Options is offered by AUSIEX in association with Pershing LLC.”
Removed: “If you have any questions about this PDS, please contact us on 1300 757 319.”

Updated “Important Information” (page 2)

Removed: “Trading Exchange Traded Options (Options) can involve considerable risks. For that reason, you should only trade Options if you understand the nature of the product (especially your rights and obligations) and the extent of the risks you are exposed to. Before trading, consider this PDS carefully together with your experience, investment objectives, financial resources, and other relevant issues.”
Replaced with: “Trading Exchange Traded Options (i.e., ETOs, Options) can involve considerable risks. You should only trade Options if you understand the nature of the product (especially your rights and obligations) and the extent of the risks you are exposed to. Before trading in ETO’s, you should carefully assess your experience, investment objectives, financial resources, and other relevant issues and carefully consider the PDS.”

Part B – US ETO fees schedule

Section: What will it cost? (page 19)

Removed: “Outgoing wire transfer of funds from Pershing account to any bank account”
Replaced with: “Outgoing wire transfer of funds from Pershing account to linked bank account”.

Section: Debit Interest (page 19)

Removed: “Global Markets trading is provided by Pershing LLC, ARBN: 108 110 149, AFSL no 271837, member INRA, NYSE, SIPC through Australian Investment Exchange Limited (“The Participant”, “We”, “Us” or “Our”) ABN 71 076 515 930 AFSL 241400, a Market Participant of the ASX Limited and Chi-X Australia Pty Ltd, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.”
Replaced with: “International securities trading through Global Markets brokerage custody is provided by Pershing LLC, ARBN 108 110 149, AFSL 271837, member FINRA, NYSE, SIPC, a BNY Mellon company through Australian Investment Exchange Limited ABN 71 076 515 930, AFSL 241400 ("AUSIEX"), a wholly owned subsidiary of Nomura Research Institute, Ltd ("NRI").”

Subscriptions, Packages, and Alerts Terms and Conditions:

Updated Date of issue from “28 November 2022” to “3 June 2023”. (page 1).
Overview – 1. Application (page 3).

Removed: “These Terms and Conditions apply where You access any of the Subscriptions, Packages and Alerts services (each a ‘Service’, together the ‘Services’) offered through Westpac Securities Limited ABN 39 087 924 221, AFSL No. 233723 (‘Westpac Securities’) by Australian Investment Exchange Limited (AUSIEX, the Participant, we, us, our) ABN 71 076 515 930 AFSL 241400. AUSIEX is a Market Participant of the ASX Limited and Cboe Australia Pty Ltd, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.”
Replaced with: “These Terms and Conditions apply where You access any of the Subscriptions, Packages and Alerts services (each a ‘Service’, together the ‘Services’) offered through Westpac Securities Limited ABN 39 087 924 221, AFSL No. 233723 (‘Westpac Securities’) by Australian Investment Exchange Limited (AUSIEX, the Participant, we, us, our) ABN 71 076 515 930 AFSL 241400, a wholly owned subsidiary of Nomura Research Institute, Ltd. AUSIEX is a Market Participant of the ASX Limited and Cboe Australia Pty Ltd, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.”

Alerts Terms and Conditions of Use. – 13.2 (page 5).

Removed: “You can however check with your network service provider for information about their privacy and security practices. We and Westpac Securities will treat your data in accordance with their respective Privacy Policies available on the Westpac Share Trading website.”
Replaced with: “You can however check with your network service provider for information about their privacy and security practices. We and Westpac Share Trading will treat your data in accordance with their respective Privacy Policy and Privacy Statement available on the Westpac Share Trading website.”

Updated document disclosure (page 8):

Removed: “© Westpac Banking Corporation ABN 33 007 457 141. AFSL and Australian credit licence 233714. Westpac Securities Limited is a subsidiary of Westpac Banking Corporation (WBC) and part of the Westpac Group. WBC doesn’t guarantee the obligations of its subsidiaries or the products or services its subsidiaries offer. Westpac Share Trading is a service provided through Westpac Securities Limited ABN 39 087 924 221 AFSL 233723 (Westpac Securities) by Australian Investment Exchange Limited (the Participant, we, us, our) ABN 71 076 515 930 AFSL No. 241400, a market participant of the ASX Limited (ASX) and Cboe Australia Pty Ltd, a clearing participant of ASX Clear Pty Limited and a settlement participant of ASX Settlement Pty Limited. AUSIEX is not related to or associated with Westpac Securities Limited Westpac Group.”
Replaced with: “Australian Securities trading through Westpac Share Trading is a service provided through Westpac Securities Limited, ABN 39 087 924 221, AFSL 233723 ("Westpac Securities") by Australian Investment Exchange Limited ABN 71 076 515 930, AFSL 241400 ("AUSIEX"), a wholly owned subsidiary of Nomura Research Institute, Ltd ("NRI"). AUSIEX is a Market Participant of the ASX Limited ("ASX") and Cboe Australia Pty Ltd ("Cboe"), a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. AUSIEX is not authorised to carry on business in any jurisdiction other than Australia. Accordingly, the information contained in this document is directed to and available for Australian residents only.
Westpac Securities Limited is a wholly owned subsidiary of Westpac Banking Corporation ("Westpac")' and part of the Westpac Group. A financial product acquired through Westpac Securities is not a deposit with, or any liability of, Westpac or any other company in the Westpac Group. Westpac doesn’t guarantee the obligations of its subsidiaries or the products or services its subsidiaries offer.
© Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.
The Westpac Group, 275 Kent Street, Sydney, NSW 2000, AUSTRALIA”

You can view the latest documents on our website under Contact & Support > Forms > Download Forms.
Should you have any questions about these changes, please contact us.

Published: 26 May 2023

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This site has been produced by Australian Investment Exchange Limited (AUSIEX) ABN 71 076 515 930 AFSL 241400 and is directed and available to and for the benefit of Australian residents only. Share trading through this website is a service provided through Westpac Securities Limited ABN 39 087 924 221 AFSL 233723 by AUSIEX, a Market Participant of ASX Limited and Cboe Australia Pty Ltd, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.

The information on this website does not take into account your personal objectives, financial situation or needs. Because of this, you should consider its appropriateness, having regard to these factors before acting on it.