Applicant(s)
- BT Portfolio Services Limited
Notification number(s)
- N98676
Summary
BT Portfolio Services Limited is proposing to offer a self-managed superannuation fund establishment service on condition that the customer acquires the legal documentation services from Kemp Strang Lawyers.
The establishment service is a streamlined service for setting up a superannuation fund. BT Portfolio Services will be responsible for co-ordinating the process.
The establishment service is a streamlined service for setting up a superannuation fund. BT Portfolio Services will be responsible for co-ordinating the process.