Berry Actuarial Planning Pty Limited - Notification - N94308

Date lodged: 
5 November 2009
Type: 
Exclusive dealing notification
Status: 
Completed
Outcome: 
Allowed to stand

Applicant(s)

  • Berry Actuarial Planning Pty Limited

Notification number(s)

  • N94308

Summary

Berry Actuarial Planning proposes to offer current or potential clients its transaction and reporting services (Berry Service Plans) on condition that they acquire all of the following products:

-a share trading account from Commonwealth Bank Securities (CommSec)
-a cash management account from Macquarie Bank Ltd and
-a praemium account (online investment recording service for the client's portfolio) from Praemium Pty Ltd.

Notifications

Document title Date
Received ( PDF 226.69 KB ) 5 Nov 2009

ACCC correspondence

Document title Date
ACCC to Applicant re No Further Action ( PDF 37.46 KB ) 18 Nov 2009