Individual Portfolio Managers Pty Limited - Notification - N93520

Applicant(s)

  • Individual Portfolio Managers Pty Limited

Notification number(s)

  • N93520

Summary

Individual Portfolio Managers proposes to offer its managed discretionary account service to retail clients who agree to use the Avanteos investor directed portfolio service. Individual Portfolio Managers proposes to refuse to offer and supply the managed discretionary account service to retail clients who do not agree to use the Avanteos investor directed portfolio service.

Notifications

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ACCC correspondence

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