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Changes to the CommSec Adviser Services Disclosure Documents



From 1 May 2021, there will be some important updates to the following CommSec Adviser Services (CAS) disclosure documents:

  • CAS Financial Services Guide (FSG).
  • Investment Loan Product Disclosure Statement (PDS)
  • CALIA+ Terms and Conditions
     

Summary of changes to the FSG:

  • Replacement of  references to Australian Investment Exchange Limited as the Participant and provider of the FSG to Commonwealth Securities Limited (CommSec) ABN 60 067 254 399
  • Removed references to Brokerage, Derivatives, Warrants, Conditional Orders and Initial Public Offerings from the schedule of fees.
  • Additional privacy clause added: “Australian Investment Exchange Limited (AUSIEX) continues to provide certain services in relation to the CommSec Adviser Services Investment Loan; noting that effective 1 May 2021 AUSIEX is no longer a member of the Commonwealth Bank Group”
  • Update to contact details, including phone number, mailing address and e-mail address.

You can find the updated FSG here from 1 May 2021
 

Summary of changes to the PDS:

  • Update to contact details, including phone number, mailing address and e-mail address.

You can find the updated Investment Loan PDS here from 1 May 2021

 

Summary of changes to CALIA+ Terms and Conditions:
 

Document disclaimer

Amended from:

  • “CALIA+ is one of the products available under the CommSec Adviser Services brand, and is provided by Commonwealth Bank of Australia (CBA) ABN 48 123 123 124, AFSL and Australian credit licence 234945. CBA’s wholly owned but non-guaranteed subsidiary Commonwealth Securities Limited (CommSec) ABN 60 067 254 399 AFSL 238814, a Participant of the ASX Group and Chi-X Australia, only administers the Investment Loan Sub-accounts within CALIA+. The CHESS sponsorship of the Investment Loan Sub-account within CALIA+ is provided by Australian Investment Exchange Limited ABN 71 076 515 930 AFSL 241400 (AUSIEX), a participant of the ASX Group and Chi-X Australia.”

To:

  • “CALIA+ is one of the products available under the CommSec Adviser Services brand, and is provided by Commonwealth Bank of Australia (CBA) ABN 48 123 123 124, AFSL and Australian credit licence 234945. CBA’s wholly owned but non-guaranteed subsidiary Commonwealth Securities Limited (CommSec) ABN 60 067 254 399 AFSL 238814, a Participant of the ASX Group and Chi-X Australia, only administers and provides CHESS sponsorship to the Investment Loan Sub-accounts within CALIA+.”

 

Part A Clause A.1

  • “AUSIEX” and the corresponding definition under “Meaning of Words” removed.

 

Part G “Privacy Information” Clause 3

  • “Australian Investment Exchange Limited (AUSIEX) continues to provide certain services in relation to the CommSec Adviser Services Investment Loan; noting that effective 1 May 2021 AUSIEX is no longer a member of the Commonwealth Bank Group” added.

 

Sponsorship Agreement

  • AUSIEX replaced by CommSec as the Controlling Participant.

 

References to “AUSIEX”

  • Amended to “CommSec” throughout the document.

You can find the updated CALIA+ Terms and Conditions here from 1 May 2021

 

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If you have any questions, please contact us on 13 15 20 if calling from outside Australia, 8.30am to 6pm (Sydney time), Monday – Friday.