Upcoming Enhancements to Options Statements

From Monday, 30 March 2020, we are improving the way we present and deliver options statements to you and your clients:

Options Statement Page

We will be replacing the current view-only statements available on the 'Options Statement' page (Trading > Options > Options Statements) with PDF statements that are available to view, download and print (if required).

This will mean you and your clients will be able to view historical copies of:

  • Trading statements for up to 21 days;
  • Monthly statements for up to 24 months; and
  • Position and Financial statements from 30 March 2020.

Options Position and Financial Statements

We will be separating the delivery of the Position and Financial statement from the Trading statement to provide you and your clients with greater transparency of their open positions and an updated financial position of their account.

With this change, you and your clients will receive the Position and Financial statement every day a position is open on the account, not just on days when an option trade is executed.

Depending on the account preferences, these statements will either be sent via email or post.

Updated: 17 March 2020

Published: 16 March 2020