– Bespoke individual client transactions available in Foreign Exchange, Interest Rate Hedging, Commodities and Equity Derivatives suitable for your individual client needs
– Consistent deposit rates, and tailored account servicing for your practice, including account opening and client reporting
– Dedicated relationship management – we will always contact you before a clients deposit matures, we will never auto roll without your consent
We partner with licensed independent financial advisers in providing their clients with specialist treasury solutions. We offer consistently competitive savings and deposit accounts across a range of terms. We also offer a 32 Day notice savings account, the only bank in Australia to do so.
We provide customised foreign currency services – including US Dollar, Yen, Euro and Sterling deposit accounts, competitive foreign exchange conversions with same day settlement, dual currency deposits and a raft of innovative products.
We recognise that time and resources are valuable commodities for advisers. To support our various product offerings we have customised our operational procedures specifically to suit advisers.
