WorksheetsDirect Shares Upskill training
Total questions: 18
Worksheet time: 54mins
How will you welcome a STG caller in to your call?
Welcome to STG
Welcome to Direct shares
Welcome to STG Direct Shares
Welcome to your banking partner
From the below query types, which ones do we manage for STG direct shares?
Applications
Trading enquiry
Platform issues
Closures
All of the above
What is the local phone number for STG direct shares?
1300 500 133
1300 800 500
1300 136 963
1300 133 500
Where would you search for a STG Private banker?
DOJO > Account > Intermediary Representatives > ANZ Private Bankers
DOJO > search the bankers name
DOJO > Account > Intermediary Representatives > STG Private Bankers
GBST > use > confirmed details
Which banks are acceptable for customer to hold a bank account with to apply for a STG account?
STG
NAB
BSA
BOM
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
True
False
True or False? Customers only have access to fund account via bpay and direct deposit. They do not have access to internet banking.
True
False
Can we accept a paper application form for a STG customer?
Yes, we sure can
No, we no longer can
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?
$19.95
$24.45
$29.95
$35.95
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?
$19.95
$29.95
0.59%
0.11%
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?
$19.95
$29.95
$39.95
$59
How much is a STG off market transfer per holding?
$50
$55
What sentences below are correct?
Dynamic data is $41.25 per month
Live Data is $10 per month
Delayed data is free for all customers
Pro platform is $49 per month but waived if 5 trades are executed in the month
True or False? STG only offer staff rates to staff of STG.
True
False
Which tax tool do STG customers have access to through their platform?
Sharesight
Praemium
Do we accept corporate actions on behalf of STG margin lending?
Yes - we sure do
No - we refer them to ML
True or False? There are 2 types of pledges
True
False
What type of application does St G NOT accept?
Minor
SMSF
Trust
Individual and Joint
