FAQs (Page 3)

Frequently Asked Questions

Morrison Securities provides seamless and cost effective third party stock broking execution solutions to AFSL holders such as financial planners, financial advisors, banks, building societies and trading educators.

Morrison Securities has been providing white labelled trading solutions to Broker Dealers (Shadow Broker) since 2007. We assist broker dealer groups in providing a superior product to their clients by offering a wholesale broking solution and a comprehensive range of white-label products.

Our Broker Dealer team has the right combination of technologies, experience and market knowledge necessary to fuel the growth of our clients’ businesses.

With Morrison Securities as your broker, you can streamline your business operations or expand your service offerings, while benefiting from the experience and support of our professional team.

Whats Available

  • A full white label solution including trading software, applications and client-facing documentation branded with your company logo.
  • Unlimited access to the Morrison Securities trading desk & BDM team staffed by friendly and qualified professionals with vast expertise in both equities, ETOs & running financial service businesses.
  • A dedicated transition team to take the strain out of moving your business, and to guide you each step of the way.
  • Support for all CMTs and margin lending products.
  • Optional Direct Market Access (DMA) facilities so you can place and manage orders directly via our IRESS trading platform.

Our primary focus is providing execution brokerage services to financial planners and financial advisors.

Click here to visit the Morrison Securities Website

Bourse Data has been a respected name in the share market software industry since 1992 and has grown to be one of Australia’s most trusted, leading suppliers of financial market data, tools and services for private and professional investors and traders.

Click here to visit the Bourse Data Website

Since 2010 Sequoia Specialist Investments (SSI) has been building innovative investment solutions for Australian investors. SSI works with investors, financial advisers & stockbrokers to develop and deliver investment solutions that meet the needs and objectives of their clients.

Over the years we have developed numerous investments opportunities that give investors access to both local and foreign shares and indices that offer income and capital growth potential.

SSI can also offer a variety of solutions for professional advisers where we can provide whitelable solutions for groups that want to retain their own branding.

Click here to visit the Sequoia Specialist Investments Website

Finance News Network (FNN) is a wholly owned (100%) subsidiary of Sequoia Financial Group. FNN is an independent news organisation that specialises in both the production and distribution of financial news content, digital communications and productions services to ASX-Listed companies and managed funds. Annually FNN produces more than 3000 video news items and is one of the largest suppliers of wholesale online finance video in the country.

Click here to know more about Finance News Network

Sequoia Corporate Finance is a leading Australian small and mid-market adviser. We apply our knowledge, extensive contacts, expertise and professionalism to deliver best-practice, objective advice in the following disciplines:

 

  • Public market M&A
  • Private treaty M&A
  • Equity capital markets
  • Capital management and restructuring
  • Corporate and strategic advice

Sequoia Corporate Finance’s clients include successful domestic and multi-national corporations, emerging growth companies, private equity sponsors and family-owned and entrepreneur-led businesses. We are rigorous in our working practices, ensuring compliance, confidentiality and protection of our client’s business.

Further details on our key services are as follows:

  • Public market M&A includes:
    • Advising bidders on takeovers
    • Advising joint parties on mergers and Schemes
    • Advising targets on takeover defence
  • Private treaty M&A involves:
    • Buyside advisory, including scope and analysis; strategy; negotiation; due diligence; capital management and acquisition finance
    • Divestments and confidential process, including full or partial selldown, management buyouts and private equity transactions
    • Facilitating joint ventures and strategic alliances
  • Equity capital markets transactions include
    • Initial Public Offerings
    • Backdoor Listings
    • Secondary issues
    • Market sell-downs
  • Capital management and restructuring includes
    • Debt refinance
    • Equity-linked and hybrid capital transactions
    • Restructuring minority interests and shareholder register management

Click here to visit the Sequoia Corporate Finance Website

ratesTableThe AMM term deposit management platform provides centralised access to interest rates (including daily specials) offered by more than 20 banks, building societies and credit unions. The choice of institutions continues to grow and are all Approved Deposit Institutions covered by the Government Guarantee Scheme.

Transact online24x7We offer you the flexibility to place deals online from anywhere, anytime. The deals will then be processed during AMM standard dealing times. Whether you are in the office, or on the move, you can connect and transact.

safe & secureThe investment is ALWAYS in your name. Ownership of the funds is always with you and cannot be transferred to anyone else. All the banks and credit unions listed on AMM are covered by the Government Guarantee Scheme up to $250,000 from 1 February 2012.

AMM easily moves funds between financial institutions via your Macquarie Cash Management Account. Where you already have an existing cash management account other than Macquarie, this can also be linked. After receiving instructions from you we will instruct AMM to act on your instructions where funds will be transferred and deposited into your chosen institution to gain the best interest rate available at the time. All investments, including the cash management account, are held in your name and you receive a confirmation directly from the institution providing the term deposit or at call bank deposit. When an investment reaches maturity, it can be reinvested without the need to complete further application forms with any one of over 20 Australian institutions. Alternatively funds can be redeemed and passed back to your pre-nominated personal cheque/savings account.

The initial application form is the only application form you are required to sign. This single application form provides access to the rates of all the institutions we deal with and gives AMM the authority to open investments with all institutions in your name. You will receive confirmations from the institutions as if you dealt with them directly. SMM collect your identification in the initial application process, and provide copies to AMM & each institution as required. (Add link to download the relevant application form, Also make part of this download our FSG – FSG to be provided).