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OUR SERVICES

HomeOUR SERVICES

Responsible Entity / Trustee Services

Primary offers a one-stop shop for rapid and cost effective wholesale and retail fund formation using its associated law firm.

Custodial Services

Primary is authorised to operate incidental custodial services when acting as trustee of a wholesale trust and may act as custodian for Tier $500,000 class assets of registered schemes

Other Trustee Services

Primary is available to act as trustee for unsecured note and debenture issues.  As an alternative, Primary offers Primary Loan Board for more cost effective corporate borrowing.

Advising and Dealing

Primary is authorised to advise and deal in securities, derivatives and managed investment schemes, and can act as the issuer of investments under an intermediary authorisation agreement.

Low Volume Market

Primary has been included by the Australian Securities and Investments Commission on the register of low volume financial markets pursuant to Corporations (Low Volume Financial Markets) Instrument 2016/888

Ongoing Services

Primary Securities offers variety of ongoing services including monitoring compliance, custody services and more.

Online Payment

The payment of fees by investors to the responsible entity are covered by the terms and conditions of your investment.

Feeder Funds

Primary offers a range of retail feeder funds for wholesale funds.

HEAD OFFICE:

3 Shuffrey Street
FREMANTLE WA 6160

(+61) 8 9430 5262

admin@primarysecurities.com.au

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