Macquarie Portfolio Broking (MPB)

Macquarie Portfolio Broking is a full service, full advisory share trading desk focussed solely on the needs of "advice seeking" financial professionals.

Our aim is to partner with financial advisers who view direct equities as an important part of their client's wealth creation plan. Typically, our IFA clients:

• Have strong asset allocation to direct equities
• Are looking for a portfolio construction solution
• May be looking for advice on not only stocks but also on hybrids, warrants and options strategies
• Are looking for ongoing active management of their clients portfolios aligned to the long term wealth creation goals of their clients
• Are authorised to give personal securities advice.

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Adviser benefits

Dedicated Account Manager

As a client of MPB you will be allocated an Account Manager specifically dedicated to meeting your direct equity needs and providing you with one contact point within the MPB team.

Portfolio construction and ongoing active management

Direct equities can be an extremely rewarding asset class for both your clients and your business. The difficulty lies in managing your approach to portfolio construction as well as the ongoing management of your client’s portfolios.

MPB have developed a series of steps that will assist you in building the foundations of a successful direct equities offering. Once the foundations are set we utilise the expertise of the Macquarie Research Equities team and Macquarie Financial Services Research as well as our own knowledge of the planner markets requirements to build a core portfolio of stocks from which we construct all of your clients’ portfolios.

We then monitor the core stocks and keep you up to date with opportunities and risks across your clients’ holdings. When these opportunities arise, we contact you outlining:

• Key issues
• Implications
• Supporting research
• Recommendation

From there it is a matter of using our trade and client management tools to assist you in contacting your clients and gathering instructions to either opt in or out of the opportunity. From there we manage the trade execution and pricing and update your clients’ records.

Access to market leading research

Core to the value of MPB service is access to Macquarie's institutional research. Macquarie's 40+ strong research team cover over 250 ASX listed stocks and is a premier research provider in the market. Research access can be aligned to your needs and is commensurate with trading volumes.

Initial Public Offerings and Placements

Macquarie is an active participant in capital markets and as a client of MPB you can gain access to these opportunities.

Account Management and Client Service

MPB appreciates that the logistics of managing direct equities trades can be laborious. To this end we have a one-on-one support ration - each senior dealer is supported by either an Associate Adviser of a Dealer Support team member.

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Forms

	Download	Description
	Request for portfolio  (pdf 35KB)	Request a portfolio for a client's particular financial position
	Request to transfer stock  (pdf 40KB)	Transfer your stock from other brokers to Macquarie Equities
	Share order cover sheet  (pdf 45KB)	Order share transaction(s) for your client
	Macquarie Equities payment authorisation  (pdf 40KB)	Authorises Macquarie Equities to directly debit/credit your clients' CMTs to automatically settle their equities transactions.

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Your contact options

Toll Free 1800 501 547

Facsimile (02) 8232 3150
Fax Toll Free 1800 659 076

Address

Level 18, 20 Bond Street
GPO Box 4294
Sydney NSW 1164