Third-Party Money Management

Use our Third-Party Money Management platform to easily manage investment accounts on behalf of your clients.

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What are the benefits?

  • Open, manage and close accounts online
  • No initiation or bank charges – maximise your earnings without hidden fees
  • Earn administration fees when managing your clients’ funds
  • Competitive interest rates linked to the prime rate
  • Comprehensive reporting for transparency and compliance
  • Dedicated support from our expert team 
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Who is it for?

  • Legal practitioners
  • Accountants and auditors
  • Property practitioners
  • Deceased estate administrators
  • Insolvency practitioners

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