“The run up to 30 June is one of the busiest periods for advisers and for their clients, but there are a lot of product features and services that have been specifically developed to support advisers and their clients at this time,” Macquarie Advisor Services head of cash product Peter Forrest said.
“These features include 10 years of historical statements available online for the Macquarie CMA, the ability to view a holistic picture of clients and their Macquarie accounts through online adviser portal Macquarie Access, and a variety of term deposit enhancements, including the ability to manage maturity instructions and interest payments online and signatureless applications.”
Macquarie Securities faces $35m penalty for misleading conduct
Macquarie Securities has admitted misleading conduct and systemic reporting failures as ASIC seeks a $35 million penalty in the NSW...
