Awarded 30 Sep 2024
This is an awarded contract.
View Live TendersProvision of Financial Planning, Portfolio Management and Brokerage Services to Public Trustee was awarded to Patersons Securities Limited (Canaccord Genuity Financial Ltd)
About
Public Trustee awarded a contract to Patersons Securities Limited (Canaccord Genuity Financial Ltd) for financial planning, portfolio management and in‑house brokerage services.
The supplier was contracted to monitor a small number of investment portfolios the Public Trustee managed for represented persons and incapable persons who had been awarded monies under Court Trusts, State Administrative Tribunal orders, an Enduring Power of Attorney and Testamentary Trusts, and to provide brokerage services for the sale and purchase of shares and associated services as required.
These types of contracts typically involve licensed financial advisory and brokerage firms able to meet fiduciary, compliance and reporting requirements when managing assets for vulnerable clients, so regulatory capability and custody/trading infrastructure are key considerations.
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