Applicant(s)

  • Berry Actuarial Planning Pty Limited

Notification number(s)

  • N94308

Summary

Berry Actuarial Planning proposes to offer current or potential clients its transaction and reporting services (Berry Service Plans) on condition that they acquire all of the following products:

-a share trading account from Commonwealth Bank Securities (CommSec)
-a cash management account from Macquarie Bank Ltd and
-a praemium account (online investment recording service for the client's portfolio) from Praemium Pty Ltd.

Notifications

Document title Date
Received

ACCC correspondence