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    Benefits and features

    Flexible investment solutions

    • Generate returns from market movements of shares which you don’t own.
    • Earn enhanced income from an existing share portfolio or cash allocated for investment into shares.
    • Easily manage price risks associated with your existing holdings.
    • Lock in a price for shares that you intend to buy or sell.

    Simple financing solutions

    • Borrow to invest in shares with no margin calls.
    • Fund the exercise of your employee options with no margin calls.
    • Prepay interest on your loan used to purchase shares.

    Equity options facility

    NAB Equity Referenced Term Investments

    Important information

    *Please see Section 10 of the Equity Options and Approved Options with Loans PDS dated 10 June 2010 for more information on Superannuation Fund eligibility.

    Any advice contained on this webpage has been prepared without taking into account your objectives, financial situation or needs. Before acting on any information on this webpage, National Australia Bank Limited ABN 12 004 044 937 AFSL 230686 (NAB) recommends that you consider whether it is appropriate for your circumstances. If you are classified as a “Retail Client” under the Corporations Act 2001 (Cth) and the advice contained in this information relates to “Financial Products” which NAB has approved for sale to Retail Clients, NAB recommends you consider the Product Disclosure Statement or other disclosure document, available from NAB for Retail Clients, and seek independent professional advice before making any decisions regarding any product. NAB is the product issuer, unless otherwise specified. Please refer to the Important Information below for further information.

    Important information – Equity Options and Approved Loans: The information on this webpage has been prepared by NAB (the Information). It provides a brief summary of the key features of equity put, call and collar options and approved loans (the Products) which you may enter into with NAB under an Equity Options Master Agreement. It is not a complete description of the Products available and reading it is not a substitute for reading the NAB Equity Options Product Disclosure Statement dated 10 June 2010 and the Supplementary Product Disclosure Statement dated 2 June 2014 (together the PDS). This Information is not a product disclosure statement and it does not contain all of the information that such a product disclosure statement is required to contain. The Information contained on this webpage is for information purposes only. NAB does not intend to provide legal or tax advice through the webpage and does not represent that any securities or services discussed are suitable for you or anyone. NAB voluntarily subscribes to the Code of Banking Practice which lays down standards of good banking practice for dealing with small businesses and individuals. A copy of the Code is available on our website at www.nab.com.au. Options are not deposits, are not protected accounts for the purposes of the Financial Claims Scheme and are not guaranteed or insured by any government, government agency or compensation scheme of Australian or any government of another jurisdiction. A paper copy of the PDS can be obtained free of charge by speaking to your advisor or your NIIS representative, or by contacting us on 1800 076 576.

    Important Information – NERTI: The information on this webpage has been prepared by NAB (the Information). It provides a brief summary of the key features of the NAB Equity Referenced Term Investments (NERTI) which you may enter into with NAB under a NERTI Master Agreement. It is not a complete description of the features of the NERTI available and reading it is not a substitute for reading the NERTI Product Disclosure Statement dated 28 October 2016 (the PDS). This Information is not a product disclosure statement and it does not contain all of the information that such a product disclosure statement is required to contain. The Information contained on this webpage is for information purposes only. NAB does not intend to provide legal or tax advice through the webpage and does not represent that any securities or services discussed are suitable for you or anyone. NAB voluntarily subscribes to the Code of Banking Practice which lays down standards of good banking practice for dealing with small businesses and individuals. A copy of the Code is available on our website at www.nab.com.au. Options are not deposits, are not protected accounts for the purposes of the Financial Claims Scheme and are not guaranteed or insured by any government, government agency or compensation scheme of Australian or any government of another jurisdiction. A paper copy of the PDS can be obtained free of charge by speaking to your advisor or your NIIS representative, or by contacting us on 1800 076 576.

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