Intermediary Services

 

Bell Potter offers a range of stockbroking services specifically tailored for financial planners and their clients seeking access to Australian and International equity markets.

Through our Intermediary Services you enlist an experienced adviser who primarily offers Execution, Clearing and Settlement services and who will work with you to help you provide your clients with the highest level of service.

Our Service offering:

Knowledge

Drawing on our knowledge of a wide range of markets, we can provide general advice and deal in Australian Equities, International Equities, Exchange Trade Funds (ETFs), Listed Investment Companies (LICs), and Fixed Income (including Hybrid and Listed Debt securities).

Customised service

Our service can be tailored to your specific requirements and can vary from one client to another. Our team can also work with you to present seminars in key areas to help educate your clients about the stock market and update them on potential investment strategies.

Access to mFunds

As an mFund Foundation Member, Bell Potter can help your clients buy, hold and sell units in unlisted managed funds through the mFund Settlement Service. Click here for more information on mFunds.

Highly regarded research

Access to highly regarded research from Citi Group and Bell Potter's team. This covers Australia's top ASX-listed companies as well as small and mid-cap companies, exchange traded funds (ETFs) and fixed income securities and share market strategy/economic coverage.

Access to corporate opportunities

Opportunities for participation in IPOs, placements and other corporate transactions.

Fully integrated website

Comprehensive, user-friendly website, accessible to intermediaries.

Convenient settlement

Trades can be settled directly with a wide range of platforms. Bell Potter can also CHESS sponsor clients who wish to hold direct listed investments off-platform.

 

Learn more

Click here to find to an experienced adviser in your area.

 

 

 

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