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Portfolio administration service. Investment advice, portfolio management and administration Contents . 1.0 About Bell Potter 3 2.0 Introducing our Portfolio Administration Service 4 3.0 Benefits.

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Portfolio administrators, or portfolio managers, are financial analysts who are responsible for their company's investment portfolio. This requires them to research and select the various regions, products, and industries for the portfolio, as well as report these investment decisions to management and stakeholders.

Founded in 1970 by Colin Bell, Bell Potter has grown to a total staff of 600 and operates across thirteen offices iin Australia and has offices in London, New York and Hong Kong.

The Bell Geared Equities Investment and Bell Financial Trust Target Market Determinations (TMDs) are available free of charge by contacting Bell Potter Capital Ltd on 1800 787 233 or by clicking on the links below. Previous versions of the TMDs are available by calling 1800 787 233.

The standard minimum brokerage charge is $115 per contract for all local equity and warrant transactions, $80 for local exchange traded option transactions, $55 for Bank Bills or Fixed Interest instruments and AUD$150 or 1% for US security transactions and equivalent amounts for transactions in other overseas markets.

Bell Potter Capital is a margin lending and at-call investment business that was established in 2006.

Alastair Provan is the Executive Chairman of Bell Financial Group and is responsible for the day to day management of all businesses within the Group.

ABOUT US. Bell Potter is a member of the Bell Financial Group (BFG.ASX) of companies. We are one of Australia's leading full service Australian stockbroking and financial advisory firms, offering a full range of services to private, corporate and institutional clients.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232