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Derivatives

Are you looking for personalised derivatives advice to suit your requirements? We are here to assist

Equity derivatives are a versatile investment addition or alternative.  They can provide you with protection for your share portfolio, the opportunity for profit, the potential for income, and leverage in volatile markets no matter which way they move.

Our experienced and accredited advisers can outline the features and benefits of using derivatives as part of your investment strategy.

Key Features

Service

  • Personalised strategies to assist you to meet your needs and objectives

System

  • Our screen trading system ensures that clients have access to the fastest possible execution and pricing of options positions

Confirmation

  • Automatic email confirmation of trades executed on ASX
  • Overnight email of open position reports, trade confirmations etc.

Web access

  • Web access to open positions, collateral and cash position via the Bell Potter website
Reporting Service
  • We offer an additional premium service to manage the highly-technical investment accounting and reporting required for options transactions
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Key documents
ASX Explanatory Booklets:

Understanding Options Trading
Understanding Trading and Investment Warrants
Low Exercise Price Options Explanatory Booklet

Options Reporting Service
Need to provide independent reporting and valuation statements to trustees or partners? Our
Options Reporting Service is ideal.

Need a form?
Account opening and other useful forms are all available in one handy location.

Take action
For more information call 133 788 or contact us.

Become a client
Click here to become a client.