No, you can use a current and existing bank account that will be linked to…
Your SMA will act as an investment under your name and you retain beneficial ownership…
The will be Quarterly reporting and you can request reports from the SMA team at…
Tax packs are uploaded to your Investor Portal and created by the admin platform Praemium. More…
The cash account is HSBC Bank Australia Limited, your funds will be held in your…
We use Praemium: www.praemium.com.au They are cost effective and keep fees low for our clients.…
Your funds are immediately allocated, along the portfolio as it exists at the date of…
Yes, you will have a Investor Portal created for you and once you account is…