Shadforths Ltd - Notification - N95988

Applicant(s)

  • Shadforths Ltd

Notification number(s)

  • N95988

Summary

Shadforths Ltd (Shadforths) proposes to offer Portfolio Management Services to customers on the condition that the customer acquires Symetry Platform Services from Avanteos.

Shadforths provides a range of wealth management and investment advisory services, including advisory services to customers who hold their investments in the form of superannuation or non-superannuation (investment) portfolios or 'wrap accounts'.

The technology enabling the provision of the Portfolio Management Services has been developed by SFG and Avanteos Investments Ltd (Avanteos) (a subsidiary of the CBA) specifically to integrate with the Avanteos investment platforms for the Superannuation and Investment (ie. non-superannuation) divisions of the Symetry Portfolio Services (Symetry Platform Services).

Notifications

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ACCC correspondence

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