Awarded 14 Mar 2013
This is an awarded contract.
View Live TendersProvision of Financial Planning, Portfolio Management and Brokerage Services to Public Trustee
About
Public Trustee awarded a contract to Patersons Securities Limited for financial planning, portfolio management, and brokerage services.
The contract involves monitoring investment portfolios for represented persons and incapable persons under Court Trust, providing ad hoc financial advice including self-managed superannuation funds, and executing share brokerage services.
This contract reflects the Public Trustee's reliance on external expertise for specialized financial management of court-ordered trusts, a niche area requiring licensed advisors.
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