OpenMarkets Adviser Services. The next evolution in broking services

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1 OpenMarkets Adviser Services The next evolution in broking services

2 OpenMarkets Adviser Services. OpenMarkets Adviser Services is a fully integrated, low cost, white-label trading solution for advisers and intermediaries looking for what s next. It combines the power of Pulse an advanced adviser trading platform with unbeatable brokerage, cash account integration, software datafeeds and a suite of branding services to deliver a powerful customisable trading solution for you and your clients. Supported by an experienced local team dedicated to understanding what s unique about your business, OpenMarkets Adviser Services will give you the competitive edge, personal touch and innovation that no other broker provides and help take your business into the future with confidence. Best value broking solution for you and your clients Execute and manage client trades with a premier trading platform at low costs, with pricing tailored to fit with your commission structures. Diverse investment options Trade ASX, NSX and SIM VSE listed Securities, ETFs, Warrants and Options, along with Managed Funds. Cash Account and Margin Lending integration for Straight-Through Processing Integration with leading cash accounts and margin lending providers ensures automatic vetting and settlement protection, with daily balances displayed on the platform. Everything under your brand Contract notes, application forms, trading platforms, login pages and more can be branded with your corporate logo, to support your brand and streamline client communications. Client trading portal hosted on your website Offer clients a powerful online trading or view-only service directly from your website with our free white-label platform solutions. Bulk account upload and transfer assistance, including cash and margin lending Assistance populating account applications including HIN transfers, with bulk transfer options available. We also work with cash and margin lending providers to reduce doublekeying of client data for new accounts and transfers.

3 Welcome to what s next. Adviser services benefits Advanced adviser trading platform Data-feeds into financial planning & administration software Low-cost execution Bulk trading & end of day bookings service Straight-Through Processing with 100% automation Access to IPOs, placements & ASX Online BookBuild Cash Account & Margin Lending integration Client online trading or view access via your website Adviser services One-off sales processing Back office reports Innovative white-label solutions including platforms Personal support team ASX, NSX & SIM VSE listed securities, ETFs & Warrants Managed Funds* Exchange Traded Options *Via our Multi-Asset Trading Hub (MATH) only

4 PULSE Advanced Adviser trading Platform Pulse is a feature-packed live trading and market data platform built for professionals. It offers real-time and historical data across equity and derivative markets, sophisticated order management, client management tools and broker reporting, in a fully customisable workflow. key features Fully customisable workflow Customisable windows, colours and layouts with multi-monitor functionality to help maximise your workstation as you see fit. Integrated client account & portfolio management tools Link the account search tool to your holdings screen to access the most important client information quickly and efficiently, with right-click order placement functionality.

5 additional features Live stream market data Broker data reporting Market movers tracker Integrated price alerts Advanced charting with 65+ indicators ETO Price quotation Newswires Sophisticated order management Market to Limit, Limit, Conditional, Iceberg, Centre Point and TMC order types to maximise the effectiveness of every trade. Combined Depth & Course of Sales See the market as it happens the bids, offers, prices, volume and all completed trades, with all your client orders highlighted.

6 Give clients visibility and control with WebTrader access Empower your clients by giving them the ability to place their own trades and view their portfolio online with our industryleading WebTrader platform. Plus with our white-label and web integration services, you can re-brand the platform and host your own login page, to deliver a powerful trading service under your brand, with brokerage costs determined by you. With Webtrader, clients can Trade ASX, NSX, SIM VSE listed securities, ETFs and Warrants View current holdings and current market value View their daily cash balance Generate live stock quotes Analyse the markets with comprehensive charting Generate transaction reports Click refresh for live data (not 20 minutes delayed)

7 About Open Markets OpenMarkets is an independent provider of execution-only brokerage services. We specialise in providing self-directed investors, traders and advisers with direct market access to a growing range of asset classes via powerful low-cost trading systems. More than a conventional stockbroker, our services are open to integration and collaboration with third parties, with the aim of delivering a better service to the end investor. Our growing network of partners include banks, advisory firms, SMSF administrators, fund managers, research platforms and software providers, who are working with us to help make self-directed investing more powerful than ever. Our collaborative approach, open technology and pioneering attitude allows us look beyond tradition and think about what s next making OpenMarkets the broker of the future and ideal partner for the wider financial services industry.

8 Welcome to what s next. OpenMarkets Australia Limited ABN AFSL Full market participant of ASX, NSX and SIM VSE Level 2, 451 Little Bourke Street Melbourne VIC 3000 Phone openmarkets.com.au