1 New to investing p4 1.1 Your first trade with E TRADE.

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1 MAKING YOU FEEL GREAT ABOUT TRADING. IT S SECOND NATURE TO US. WE KNOW BECAUSE WE RE TRADERS TOO.

2 WE KNOW. THERE S NOTHING QUITE LIKE IT. THE EXHILARATING FEELING OF A SUCCESSFUL TRADE. WE VE FIST PUMPED THE SKY AND HIGH-FIVED THIN AIR. FELT THE PLEASURE YOU FELT WHEN RED TURNED TO GREEN AND DOWN TURNED TO UP. WE VE BASKED IN THE GLOW OF OUR FIRST EVER TRADE. WE KNOW BECAUSE we re traders too.

3 CONTENTS 1 New to investing p4 1.1 Your first trade with E TRADE. 2 Active trader p6 2.1 Trade like a Pro. 2.2 E TRADE Pro delivers the market to your desktop, in real time. 2.3 We help take the complexity out of Options trading. 2.4 International Shares: Access a world of opportunities with Global Shares. 2.5 Trade Index Options with E TRADE. 2.6 Protect your investments and earn extra income with Warrants. 2.7 ANZ E TRADE Share Investment Loan. p8 3 How to & what s next p How to open an E TRADE account. 3.2 Open your E TRADE account in just three simple steps. 3.3 About your E TRADE ANZ Cash Investment Account. 3.4 Depositing and withdrawing is simple. 3.5 Share trading with E TRADE in just three simple steps. p E TRADE s My Portfolio tool. 4 What does it cost to trade with E TRADE? p Shares & ETFs. 4.2 Global Shares. 4.3 Options.

4 New to 1. investing 1.1 Your first trade with E TRADE. If you re not a seasoned trader just yet, don t worry. We ll help you out with some unique tools and essential support to get you started. The best place to start is our New Investor Website, which has some handy hints and trading tips to make things as straightforward as possible. Visit etrade.com.au to have a look. If there s a specific question you d like to ask, you can call our New Investor Hotline on am to 8pm (AEST) Monday to Friday, where our dedicated team of friendly Client Service Consultants are specifically trained to talk you through the site and answer any questions you have. You might want to get started with the E TRADE SharePack. This allows you to invest in eight shares, pre-selected by independent analyst recommendations, in a single straightforward transaction. Alternatively, an Exchange Traded Fund ( ETF ) is a popular trading strategy that allows you to invest in a market rather than a single company, so the value of your investment has the potential to grow as the market index rises. We also understand that, even if you re just getting started, you ll want as much information as possible on which to base your big decisions. Our top 10 stocks list will allow you to see which stocks are most commonly traded by E TRADE customers, so you can invest with more confidence. The best investment advice we can give you is simple: keep learning. For more information on any of our products and services, visit etrade.com.au 4

5 Make share trading your next big adventure. Take your first steps with us. 5

6 Active 2. Trader 2.1 Trade like a Pro. As your trading confidence grows, you may be interested in the more sophisticated products E TRADE offers. 2.2 E TRADE Pro delivers the market to your desktop, in real time. With E TRADE Pro you can take advantage of real-time streaming quotes, charting, company announcements and access to our independent research partners all in a single, customisable display. For more information about E TRADE Pro visit etrade.com.au and select active traders 2.3 We help take the complexity out of Options trading. For some experienced investors, Options trading may be an effective investment strategy and, with E TRADE s sophisticated trading platform, you now have the freedom to trade Options and equities in one online account.^ You can also expand your trading strategies with E TRADE s Options Finder Tool, powerful pricing and analysis tools, and online multi-leg orders. Learn more at etrade.com.au under products ^Derivative products such as Options can be complex and may not be suitable for some investors. Before purchasing a derivative product you should obtain the Product Disclosure Statement and consider the Statement carefully before making any decision. The information and any advice in this document has been prepared without taking account of your objectives, financial situation or needs. Before acting upon any advice, you should consider whether it is appropriate for you. If necessary, seek appropriate professional advice. For Options rates and fees visit etrade.com.au/brokerage. 6

7 2.4 International Shares: Access a world of opportunities with Global Shares. With our Global Shares service, you can place international trades on some of the world markets that we support simply and quickly, just like with Australian shares. Best of all, there s no separate trading account you can view and manage your domestic and international shares all in the one place. To learn more about trading in Global Shares, visit etrade.com.au/globalshares 2.5 TRADE INDEX OPTIONS WITH E TRADE^. If you hold a view on how the market will perform as a whole, buying or selling Index Options may be a way to profit from your view, protect your share portfolio, or earn extra income. Buying S&P/ASX 200 options gives you exposure to a share portfolio of 200 of the largest stocks on the market in one transaction. Learn more at ETRADE.COM.AU under Products 2.6 PROTECT YOUR INVESTMENTS AND EARN EXTRA INCOME WITH WARRANTS^. Investing in Warrants gives you the opportunity to achieve leveraged returns, diversify into a market sector, protect the value of underlying instruments, and earn extra income. Learn more at ETRADE.COM.AU under Products ^You should consider your own investment objectives, financial situation or particular needs before making an investment decision. Options and Warrants are a type of leveraged product, so gains and losses can be magnified when compared to traditional index trading/investing. It is highly recommended that investors educate themselves further about Options and Warrants and seek professional advice before implementing an Options or Warrants trade. 7

8 Active 2. Trader 2.7 ANZ E TRADE Share Investment Loan. The ANZ E TRADE Share Investment Loan is a convenient way to increase the size, flexibility and diversity of your portfolio, as well as your potential tax benefits. Simply borrow an agreed amount using your existing portfolio as security and, when you sell shares or pay money into the account, the loan amount reduces. You can also invest confidently, because we give you access to the largest number of stocks and your own dedicated account manager to assist you in administering your account. Better still, there are no monthly repayments and no account fees on loans over $20,000. Keep in mind that the multiplier effect can work against you, magnifying losses as well as gains. We recommend you visit us at etrade.com.au to find out more about the potential risks of this type of lending. For more information on the ANZ E TRADE Share Investment Loan visit etrade.com.au select products then borrow to invest 8

9 WE KNOW WHAT YOU NEED TO TRADE LIKE A PRO. 9

10 HOW TO 3. & WHAT S NEXT 3.1 How to open an E TRADE account. It only takes a few minutes to begin your application online and once approved we can have you up and trading. If you have an ANZ account simply register through anz.com and your accounts will be opened automatically, with no additional paper work required. 3.2 Open your E TRADE account in just three simple steps. Step 1: Step 2: Step 3: Complete, sign and return to us the online application along with original certified copies of identification documents. if your application is approved we ll send you your Trading Password, HIN (Holder Identification Number) and E*TRADE ANZ Cash Investment Account Number with instructions on how to transfer cash and start trading. Start trading. 10

11 3.3 About your E TRADE ANZ Cash Investment Account.^ When you open an E TRADE account, we ll automatically open an E TRADE ANZ Cash Investment Account, where your cash is held until you re ready to trade. We ll settle your trades by transferring funds from or to this account. To learn more visit etrade.com.au select products then cash 3.4 Depositing and withdrawing is simple. Make deposits at any time using BPay, internet or phone banking, cheque or telegraphic transfer, or in real-time using ANZ Internet banking. + Funds will start earning interest immediately. Any funds you withdraw from your E TRADE ANZ Cash Investment Account will be transferred to the Australian or New Zealand account you nominate, and will usually be available the next working day. Here s how transactions are carried out between your 3 accounts ^ Real-time funds transfers from other ANZ linked accounts are available via ANZ Internet Banking. Cut-off times and terms and conditions apply. 11

12 HOW TO 3. & WHAT S NEXT 3.5 Share trading with E TRADE in just three simple steps. We know that placing a trade can seem complex, so follow these steps or, if you need support in placing your first trade, call us and we will talk you through the process. Step 1: Deposit Money into your E TRADE ANZ Cash Investment Account. Before you place your first buy order for shares, make sure there are enough cleared funds in your E TRADE ANZ Cash Investment Account which we ve opened for you. Step 2: Place your Order. To place your order, click on the Trading tab and complete the details on the order entry. You ll be asked to enter order instructions such as Transaction Type, Quantity, Stock Code, Price, and Term (Good for Day or Good Until Cancelled). Step 3: Preview and Confirm Order. you ll then be asked to preview the order to verify what you ve entered is correct. Once you re happy with your order, enter your trading password and submit the order. It s that simple! 12

13 3.6 E TRADE s My Portfolio tool. Using E TRADE s My Portfolio tool, you can create your own portfolio to monitor all your different investments, from shares to fixed interest. All from one place. In My Portfolio, you can do the following: Create and maintain up to 50 stock portfolios View real-time data Customise your portfolio view Create watchlists Download to excel and Reckon to analyse your portfolio Track the cost basis of your portfolio and see how profitable your share portfolio has become. 13

14 What does it Co 4. with E TRADE? 4.1 Shares & ETFs. Our range of sophisticated tools will help you make informed share trading decisions. Our standard brokerage rates in Australian Dollars (including GST) are as follows: Internet trading Trades per month up to $5,000 $5,001 - $10,000 $10,001 - $28,000 over $28,000 1st $19.95 $24.95 $ % 2nd & subsequent $19.95 up to $18,000 then 0.11% Telephone trading Trades up to $15,000 $15,001 - $55,000 $55,001-1 million over 1 million All $ % 0.35% 0.13% 14

15 st to trade 4.2 Global Shares. Trade on 11 major international exchanges from the same portfolio as your domestic stocks with our award-winning Global Shares product. Brokerage fees are detailed below: Internet and telephone trading Trades up to $10,000 over $10,000 All $ % Please note: The minimum trade value for Global Shares is AU$2,000, not including the brokerage fee. We may, at our discretion, accept sell orders for less than this amount in exceptional circumstances. 4.3 Options. Our advanced options platform offers you powerful tools to help you make good decisions. These include: The Options Finder Tool; Payoff Diagrams; Options Pricing Tools; and Portfolio Management. Our brokerage fees are as follows: Internet and telephone trading Trades per month (per account) First 10 11th - 20th 21st + subsequent Standard Brokerage Greater of A$44.95 or 0.55% of trade value Standard Brokerage less $5 rebate Standard Brokerage less $10 rebate All Exchange Traded Option trades incur an additional ASX Clear fee of AU$0.143 per contract traded. All fees and charges include GST. All figures are GST-inclusive. Rates and charges are current as at 06/09/12 and subject to change without notice. 15

16 Contact us Contacting E TRADE Australia from: Within Australia Phone am to 8pm (AEST) Monday to Friday Multilingual Phone New Investor Hotline (Cantonese & Mandarin) 8am to 7pm (AEST) Monday to Friday or 1800-STOCKS 8am to 7pm (AEST) Monday to Friday Tax Tools Select option 5 8am to 7pm (AEST) Monday to Friday Options Desk (Exchange traded options only) am to 5.30pm (AEST) Monday to Friday Fax Outside of Australia Phone Fax Toll Free Numbers New zealand Hong Kong UK Singapore USA Canada service@etrade.com.au Mail E TRADE Australia PO Box 1346 Royal Exchange NSW 1224, Australia WE KNOW BECAUSE WE RE TRADERS TOO.