Applicant(s)
- Individual Portfolio Managers Pty Limited
Notification number(s)
- N93520
Summary
Individual Portfolio Managers proposes to offer its managed discretionary account service to retail clients who agree to use the Avanteos investor directed portfolio service. Individual Portfolio Managers proposes to refuse to offer and supply the managed discretionary account service to retail clients who do not agree to use the Avanteos investor directed portfolio service.
Notifications
| Document title | Date | |
|---|---|---|
| Received |
ACCC correspondence
| Document title | Date | |
|---|---|---|
| ACCC to Applicant re No Further Action |