ANZ Cobalt is a customised investment facility with features that allow you to fund, protect and enhance your investment in Australian and International listed Securities.
A range of strategies are available under ANZ Cobalt that enable investors to:
- gain exposure to Australian or International listed Securities by entering into Loans or Options or both;
- protect an existing portfolio of Australian or International listed Securities; and
- seek to generate investment returns, by entering into Options over Australian or International listed Securities.
A Loan under ANZ Cobalt can be used to:
- fund the purchase of Securities (including through the exercise of Vested Employee Options); or
- borrow against Securities that you already hold (not available to SMSF Investors).
A range of Options are available under ANZ Cobalt. You can use Options to:
- protect the value of Securities; or
- generate returns by buying or selling Options over Securities or Indices.
Transactions under ANZ Cobalt are complex investments that can carry high risk levels. Risks can include:
- Leverage risk: leverage can magnify losses. Options and Loan Transactions can involve high leverage levels.
- Market risk: Transactions are exposed to equity market risks and risks relating to the specific Security you select for a Transaction.
- Early Termination: Protection does not apply in the event of Early Termination. You could incur substantial losses if you, or we, terminate a Transaction before Maturity.
- Credit risk: the value of your investment in a Transaction is subject to our ability to perform our obligations which are unsecured.
- FX risk: if you enter into a Transaction over International Securities there is a risk that foreign exchange rate movements could adversely impact your investment.
- Adjustment Events: we have broad discretions to deal with Adjustment Events including Early Termination.
- Guarantor risk: your Guarantors are liable for your obligations under Transactions.
Contact your ANZ Private Banker or your financial adviser, or
Call Toll Free:1800 204 693
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