wayground logo

Free Printable Worksheets

Font size

S
M
L
XL
Worksheets

Direct Shares Upskill training

Total questions: 18

Worksheet time: 54mins

Name
Class
Date
1.

How will you welcome a STG caller in to your call?

a)

Welcome to STG

b)

Welcome to Direct shares

c)

Welcome to STG Direct Shares

d)

Welcome to your banking partner

2.

From the below query types, which ones do we manage for STG direct shares?

a)

Applications

b)

Trading enquiry

c)

Platform issues

d)

Closures

e)

All of the above

3.

What is the local phone number for STG direct shares?

a)

1300 500 133

b)

1300 800 500

c)

1300 136 963

d)

1300 133 500

4.

Where would you search for a STG Private banker?

a)

DOJO > Account > Intermediary Representatives > ANZ Private Bankers

b)

DOJO > search the bankers name

c)

DOJO > Account > Intermediary Representatives > STG Private Bankers

d)

GBST > use > confirmed details

5.

Which banks are acceptable for customer to hold a bank account with to apply for a STG account?

a)

STG

b)

NAB

c)

BSA

d)

BOM

6.

True or False? Customers can have any STG, BOM or BSA account already set up provided it has the capacity to perform direct debiting and direct crediting

a)

True

b)

False

7.

True or False? Customers only have access to fund account via bpay and direct deposit. They do not have access to internet banking.

a)

True

b)

False

8.

Can we accept a paper application form for a STG customer?

a)

Yes, we sure can

b)

No, we no longer can

9.

If an online traders places a domestic trade for $3,000 for their first executed trade for the month, how much will their brokerage be?

a)

$19.95

b)

$24.45

c)

$29.95

d)

$35.95

10.

If an online traders places a domestic trade for $30,000 for their second executed trade for the month, how much will their brokerage be?

a)

$19.95

b)

$29.95

c)

0.59%

d)

0.11%

11.

If an online traders places an international trade for $3,000 for their first executed trade for the month, how much will their brokerage be?

a)

$19.95

b)

$29.95

c)

$39.95

d)

$59

12.

How much is a STG off market transfer per holding?

a)

$50

b)

$55

13.

What sentences below are correct?

a)

Dynamic data is $41.25 per month

b)

Live Data is $10 per month

c)

Delayed data is free for all customers

d)

Pro platform is $49 per month but waived if 5 trades are executed in the month

14.

True or False? STG only offer staff rates to staff of STG.

a)

True

b)

False

15.

Which tax tool do STG customers have access to through their platform?

a)

Sharesight

b)

Praemium

16.

Do we accept corporate actions on behalf of STG margin lending?

a)

Yes - we sure do

b)

No - we refer them to ML

17.

True or False? There are 2 types of pledges

a)

True

b)

False

18.

What type of application does St G NOT accept?

a)

Minor

b)

SMSF

c)

Trust

d)

Individual and Joint