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Primary Securities

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Quick try with Toni Smith from primarysecurities.com.au
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Primary Securities company description

Primary is sought after by investor groups wanting a responsible entity of integrity to represent them. Our areas of expertise include: ▪ Responsible entity services for registered managed investment schemes ▪ Trustee services for wholesale managed investment schemes ▪ Preparing scheme documents including disclosure documents ▪ Scheme takeovers ▪ Advising and dealing in securities ▪ Issuing securities under an intermediary authorisation agreement ▪ Incidental Custodial services ▪ Wholesale feeder funds for retail investors

Key Employees

  • Toni Smith
    Responsible Manager Forestry & Agriculture
  • Graham Segall
    Compliance Officer
  • Emily Yang
    Accountant

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