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.

Our Intermediary Services delivers a depth of resources – an experienced adviser who primarily offers Execution, Clearing and Settlement services, high quality research from the Bell Potter Research Team, Citi and Morningstar, leading equity capital markets capabilities and superior support services to help you and your clients.

KEY FEATURES

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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).

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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.

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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.

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Access to corporate opportunities

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

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Fully integrated website

Comprehensive, user-friendly website, accessible to intermediaries.

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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.

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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.

For more investment ideas talk to our advisers

Call 1300 023 557 or request a call back to learn about our intermediary services.

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