Dashboard » News » Investment Services transition

Investment Services transition

By Andrea Theouli

We have created a post on the adviser portal where we will keep information and collateral related to the Mercer and Desktop Broker training sessions. The post will be updated as resources are collected. You can access these here.

Bell Potter research via Desktop Broker

Advisers who are authorised to provide advice on securities would have received an email from Andrea about how to gain access to the Bell Potter qualitative research and Buy/Sell Signals quantitative research via Desktop Broker. If you have not yet provided the requested information, you can do securely so here. 

More from this Edition

·       Note from Annick

·       Welcome to our new team members

·       Changes to CPD Requirements

·       Investment Service Transition

·       FASEA Code of Ethics – Discussion sessions

 ·       Economic Update

·       Upcoming events & webinars

·       All things ongoing service agreements

·       Culture of Ethics in Financial Advice

·       Service Model Pricing Update

 ·       Key Dates in Xplan

·       Setting up a referral arrangement

·       Code of Ethics – FASEA releases updated draft guidelines

·       Kaplan Professional study period

·       FASEA Exam Sittings

Go Back
Dashboard » News » Investment Services transition

Investment Services transition

By Andrea Theouli

We have created a post on the adviser portal where we will keep information and collateral related to the Mercer and Desktop Broker training sessions. The post will be updated as resources are collected. You can access these here.

Bell Potter research via Desktop Broker

Advisers who are authorised to provide advice on securities would have received an email from Andrea about how to gain access to the Bell Potter qualitative research and Buy/Sell Signals quantitative research via Desktop Broker. If you have not yet provided the requested information, you can do securely so here. 

More from this Edition

·       Note from Annick

·       Welcome to our new team members

·       Changes to CPD Requirements

·       Investment Service Transition

·       FASEA Code of Ethics – Discussion sessions

 ·       Economic Update

·       Upcoming events & webinars

·       All things ongoing service agreements

·       Culture of Ethics in Financial Advice

·       Service Model Pricing Update

 ·       Key Dates in Xplan

·       Setting up a referral arrangement

·       Code of Ethics – FASEA releases updated draft guidelines

·       Kaplan Professional study period

·       FASEA Exam Sittings

Go Back