Access pre-IPO and unlisted investment opportunities for your clients.
The PrimaryMarkets Platform is now available for Financial Advisers and their clients.
Check the list of available opportunities in the "For Investors" section.
Read on to learn more about how to register and use the Platform.
Core Product and Service Features
Register in less than 30 seconds
No need to complete AML/KYC verification for Advisers or their clients.
Switching to an Adviser account to allow client trading is simple, can be quickly processed by PrimaryMarkets and is managed start to finish by PrimaryMarkets with little input needed from the Adviser or their AFSL.
Secure and Transparent Trading
Each Company/Fund has its own Trading portal with:
PrimaryMarkets provides:
Simplified Settlement
PrimaryMarkets manages settlement of trades with all relevant parties including the Company/Managed Fund, their registry and any relevant Wrap Platforms.
If the registry for the Company/Fund is Registry Direct the investor has access to T+0 settlement for PrimaryMarkets trades.
Steps to Register as an Adviser
1. Register on PrimaryMarkets
2. Click on "Are you an Adviser"
3. Complete Adviser Application
AFSL Holder is Registered
Your AFSL will be notified to confirm that you are an Authorised Representative of the AFSL holder. Once approved, you will be able to trade automatically
AFSL Holder is not Registered
You can notify us using the form below and we will reach out to the AFSL holder to promptly coordinate access. It is free and can be organised within the same day.
How to Authorise AFSL Access
The PrimaryMarkets team will reach out to the above AFSL holder to onboard their firm onto the PrimaryMarkets Platform. This timeframe will depend on the responsiveness of the AFSL holder.
If you are an Adviser, you will be notified of completion of the AFSL onboarding, at which point you will need to click ‘Are you an Adviser?’ on the PrimaryMarkets Platform again and select your AFSL from the list of available AFSLs.
How to Trade
Once you have registered and switched to an Advised account, to trade simply click ‘Buy’ or ‘Sell’ on the specific Trading Hub. When entering a Buy/Sell on the order pad it will ask you to confirm the details of the client you wish to trade for and whether the securities are currently held through, or should be registered to, any Wrap platforms. Once the trade is submitted PrimaryMarkets will assist in managing the settlement of each trade.
The PrimaryMarkets team will reach out to the above AFSL holder to onboard their firm onto the PrimaryMarkets Platform. This timeframe will depend on the responsiveness of the AFSL holder.
If you are an Adviser, you will be notified of completion of the AFSL onboarding, at which point you will need to click ‘Are you an Adviser?’ on the PrimaryMarkets Platform again and select your AFSL from the list of available AFSLs.
Once you have registered and switched to an Advised account, to trade simply click ‘Buy’ or ‘Sell’ on the specific Trading Hub. When entering a Buy/Sell on the order pad it will ask you to confirm the details of the client you wish to trade for and whether the securities are currently held through, or should be registered to, any Wrap platforms. Once the trade is submitted PrimaryMarkets will assist in managing the settlement of each trade.
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Solutions
Level 6, 56 Pitt Street, Sydney NSW 2000 Australia
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Corporate Authorised Representative: AFSL 485 946 Level 6, 56 Pitt St Sydney P: +61 2 9993 4475
