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WorksheetsProduct 2
Total questions: 23
Worksheet time: 2hrs 42mins
Which of the following are queries we handle here in CMC CS?
Application queries
General Bank account queries
Platform queries
Settlement queries
Mobile App queries
Which of the queries below are handled by Pitt street?
Application queries
General Banking queries
Platform queries
Settlement queries
Mobile app queries
What is the password to confirm customers have been verified for Pitt street?
Secure password
Knock knock
It changes daily
Password
What is the ANZ Share Investing contact number?
1300 303 888
1300 658 355
13 13 14
1300 267
Where would you locate the ANZ Private Authorised Representatives?
DOJO > Client details > scroll down > Private Banker
DOJO > Support > Private bankers
DOJO > Account > Intermediary Representatives > ANZ Private Pars
Your name > Security Groups > Personal Bankers
What type of funding methods could ANZ Share Investing clients use to fund their trades?
Normal savings account
Cash Investment Account
Mortgage
ANZ Margin Lending account
How can clients deposit funds into their Cash Investment Account?
BPAY
Afterpay
Go into an ANZ branch
Direct deposit
If someone transfer funds into the wrong cash account are we able to help them from client services?
Yes
No
What are the 2 levels of the Account Service Level?
Basic
Classic
Standard
Premium
How much is the fee associated with the Standard service level per quarter?
$9.95
$10.95
$15.95
$19.95
What does the Account Service Level of Standard provide the client access to?
Market Depth
View of the course of sales
Pro Platform
Live (click2refresh) price quotes
How much is the fee for the Pro platform?
$19 p/quarter
$29 p/month
$49 p/quarter
$49 p/month
Is Dynamic (streaming) data included complementary as part of the Pro Platform?
Yes
No
Who is the third party provider for the Tax Tools reports?
Sharesight
Praemium
CS Tax team
How much would brokerage be for a client processing a domestic PHONE trade to the value of 15,000 on the ASX
$19.95
$24.95
$29.95
$59.95
How much would brokerage be for a client processing a domestic online trade to the value of $5,000?
$11
0.11% of the trade value
$29.95
0.00%
How much would brokerage be for a domestic online trade (assuming it is the 1st order of CBA of the day) for the value of $850
$11.00
$19.95
$29.95
$0.00
How much would brokerage be for a client processing a domestic phone trade for the value of $40,525 on the ASX?
0.22% of the trade value
0.11% of the trade value
0.40% of the trade value
$0.00
How much would brokerage be for a client processing an international online trade on the US markets to the value of $4,000?
$0.00
$59.95
0.59%
0.11%
How much would brokerage be for a client processing an international online trade for $5,000?
$59
$69.95
0.59%
0.11%
How much WAS the fee we charged to withdraw funds over the phone for an ANZ customer?
$5
$10
$15
$20
Is this statement true or false? Customers can have access to the Standard or Pro platforms online.
True
False
What is the criteria to have the Pro Platform fee waived?
Execute at least 1 trade per calendar month
Place at least 10 trades per calendar month
Execute at least 5 trades per calendar month
Be subscribed to Dynamic Data
