Please find a list below of key documents regarding the Mercer Integration & Transition.

Mercer

• FAQ
• Introduction to Mercer IS

Desktop Broker/Bell Potter

• FAQ
• Desktop Broker client factsheet
• Bell Potter online portfolio review service brochure
• Desktop Broker webinar slides

Clime Direct: 

• Webinar Slides 

Managed Fund Research Tool Training Session 

Equity Research Tool Training Session