Stay up-to-date with the Adviser Day Book email report

We are always looking for ways to support our advisers better by continuously developing our products and services.

A recent development we’ve made is the introduction of the Adviser Day Book – a single report providing you with a complete overview of all completed and pending trades and upcoming settlements.

The daily report also contains other useful information including a range of different financial views and a list of new accounts, allowing you to see whole-of-book trading positions effectively and efficiently.

Dealer Groups can also subscribe to receive daily reports for all advisers within the group.

Subscribing to your daily Adviser Day Book report is free and easy.

Simply complete and return the Dealer Group and Adviser Day Book Form (form #35). We will endeavour to process the request within 48 hours and a confirmation email will be sent to the nominated email address/es. You can opt out of receiving the daily reports at any time.

For more information talk to your Business Development Manager, or call us on 1800 252 351 between 8.30am and 6.00pm (Sydney time), Monday to Friday.

Published: 02 September 2019