Our Training and Engagement Program has been designed with both new and existing advisers in mind.
The program’s main purpose is to provide support to you and your staff through our team of experts.
Our team provides an efficient Transition Service, training, resources and tools to help increase business efficiencies and improve your experience through our platform.
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1800 252 351
8.30am - 5.30pm, Monday to Friday.
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Please join us for a session to help guide you through the change and introduce you to the new AUSIEX.
Join us for an introduction to the core trading capabilities available to you.
The agenda for the session includes:
Join us for this exclusive TraCRs (Transferable Custody Receipts) webinar with Deutsche Bank and Chi-X where we will explore global trends and how your clients can gain access to US shares locally.
What will be covered?
Our Training and Engagement Program offers service and support to adviser businesses through:
Education will ensure you and your staff are aware of the functionality and efficiencies available to you through our platform.
We’ll organise interactive webinars on topics that advisers value and are interested in hearing about, such as recent website enhancements, products and processes.
The presentations and support materials used during your session will be provided to you and staff to use.
Choose the training format that best suits your needs, either through an online meeting or a face to face session in your office.
With an individualised and catered focus on your needs, we work with you to develop a transition plan that best suits you.
We’ll offer support specific to the needs of you, your staff and your business. If you have further training needs in the future you can continue to arrange appointments with our team.
Our team will work with your Business Development Manager to understand the operational demands and needs of your business, to deliver an appropriate and tailored level of service and support.
Team Leader
Relationship Training Manager
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This site has been produced by Australian Investment Exchange Limited (AUSIEX) ABN 71 076 515 930 AFSL 241400 under the brand CommSec Adviser Services (CAS). CAS is a brand of Commonwealth Bank of Australia (the Bank) ABN 48 123 123 124 AFSL and ACL 234945. AUSIEX and CAS are wholly owned but non-guaranteed subsidiaries of the Bank.
The validation and interactive prompts throughout the online application help ensure all information is complete and correct before application submission. The result is faster processing due to less rework because of missing or incorrect information as compared to our pdf applications.
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Continue with the PDF client application form
Online validation for requests means you get a response on the likely success of the transfer instantly compared to a paper form. The result is faster processing due to less rework due to registration details not matching.
Continue with the PDF transfer form.