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LouLou28

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Posts posted by LouLou28

    Carnival shares

    in Australia & New Zealand Cruisers

    Posted

    That is a pain, as it also means you lose out on the foreign exchange conversion. Plus presumably you'll have to transfer more than the amount to cater for whatever the market price is on the day you transact in case it's gone up. And then you'll have another account to maintain?

     

    Yeah ... you would probably end up having a USD account if you were someone who traded regularly. I don't think the amount of this transaction is going to cause us much grief with the dollar the way it is ... and we're certainly not going to be regular traders! Just hope it all is relatively smooth!!! (Shares were down a bit more today ... will be interesting to see what they open at overnight ... we may get them even cheaper than we had budgeted for!)

    Carnival shares

    in Australia & New Zealand Cruisers

    Posted

    It would be helpful to me if they had provided all this information that you've noted when I contacted them about custodial relationships etc. I lost confidence in them when I rang for about the third or fourth time - just about every response was "I don't know" - I didn't think they were hard questions particularly as the person mentioned to me that she had heard of people buying Carnival shares for the reasons I mentioned.:cool:

     

    Loulou have you read the two global markets guides associated with Westpac and the custodial arrangements ? It was full of fees which I had no idea about and if they would pertain to us or not. It was at that stage I decided to pull the pin and go with ANZ. They may well have the same custodial arrangements as ANZ but at least ANZ / E-Trade responded quickly to my questions and as yet have not used "I don't know" as their stock standard answer.

     

    I hope everything goes well for you with Westpac and you up and trading soon.

     

    Cheers

    Heather

     

    I hear you Heather! I think we persisted with Westpac mainly because I work for them :eek: (in a completely different part of the Bank). I've learned that you need to make sure you are talking with someone on the Global desk (even when you ring the Global Trading number, you don't always get the Global 'experts'). We've had two lovely ladies that have helped us ... although I can honestly say nothing was quick! (I can also add that I never let on that I was staff when I called either - so haven't received any special service!).

     

    When I spoke with ANZ and found out it was a custodial holding as well - I just thought I would stick with Westpac given we had already opened the account.

     

    We still haven't finalised the deal yet - the benefit with ANZ also seems to be that you can hold funds in the AUD account - we have to get $$ transferred to USD to make the trade (although they've been very helpful in getting this done). We're hoping that the certification we get is enough for us to access the OBC benefits ... and/or the transfer to personal ownership works as they've said it will.

     

    I've also emailed Carnival directly asking them if/how they deal with Custodial holdings such as this ... will certainly post once I get that response too!

     

    I think I had better book a few more cruises so I know I'm getting my monies worth!

    Carnival shares

    in Australia & New Zealand Cruisers

    Posted

    Have spoken to Westpac Global desk again. We can apparently have the shares transferred from custodian relationship to our own names for a once off fee $90. Which we will probably do and the won't have the recurring annual fee as we have nothing held in custody ... Hopefully anyway!!

    Carnival shares

    in Australia & New Zealand Cruisers

    Posted

    You will probably scrape through time wise.... go for it. Once you have your confirmation on your shares' date=' you can go online and get a copy of your share portfolio and that is all you need to apply for the OBC... get your TA to do it.... Our TA was on a learning curve when she did ours, had never done one before, it is very easy and fast if you have booked using an Aussie TA (Once they know what they are doing) When you use a US TA it takes a bit longer as the demand is more and therefore approval takes a bit longer.

     

    We have applied for ours for our B2B cruise next month (one booked with Aussie TA and one booked with US TA) Both OBC were done without any problems.

     

    Enjoy your cruise and OBC![/quote']

     

    Thanks Eileen ... will get onto it!

    Carnival shares

    in Australia & New Zealand Cruisers

    Posted · Edited by LouLou28

    Hello everyone. We are just in the process of applying for our Global Markets Trading Account (Westpac Broking) so we can purchase our shares (wish we had bought them when some of you had ... they are trading at $39+ at the moment - so we'll be in for around $4K - still think it's definitely worth it though).

     

    Do you know if there's a qualification period you have to hold the shares for in order to apply for the OBC - we are cruising next on 6 April and if we can line all of our ducks up wondered if we would qualify for the OBC for that cruise or if we'll need to wait until our next one.

     

    Thanks for all your input on this thread - really helped me out a lot working through the process of how to do this!:)

    Everybody's photos!!!

    in P&O Cruises ( Australia )

    Posted

    Photos from our Pacific Sun White Cloud Wonders cruise to New Zealand 31 Jan - 14 Feb 09 are now online........not quite finished Tauranga and Auckland still to come which i will do in the next few days........ hope you enjoy them..............cheers Shiona:D;)

     

    http://travel.webshots.com/album/570089165VrBSWw

     

    Great photos Shiona --- am loving looking through them! Just love the ones of Milford Sound! (Showed them to DH --- he thinks it would be a great cruise to go on!!!):D

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