APIR

Major Partner

APIR is an independent, privately owned utility that provides a critical component of the wealth management industry's infrastructure. Since 1993, APIR has been identifying, coding and managing reference data for unlisted financial products. During that time, they have identified over 30,000 unlisted financial products of which nearly 15,000 are actively trading in today's market.

The "APIR Code" is universal across the Australian wealth management industry, being used by all the distribution platforms, custodians and fund administrators. APIR's supporting data services are used by leading research houses, data houses, major software developers and financial planning desktops.
 
APIR is also the issuer of ISIN (International Securities Identification Numbers) for unlisted managed investment schemes and superannuation funds in Australia. Additionally, in partnership with RapidLEI, the world’s fastest growing issuer of LEIs, we are the leading Australian based GLEIF approved Registration Agent. Through our partnership we have assisted thousands of Australian companies, SMSFs, trusts and funds efficiently register, renew and maintain their LEI and reference data.

Challenger

Lanyard Partner

Challenger is focused on providing customers with financial security for retirement. They do this by offering investment strategies that exhibit consistently superior performance, and by helping customers in retirement with safe and reliable income streams.

As Australia’s largest annuity provider, Challenger provide reliable, guaranteed income payments to thousands of Australian retirees. Annuity products appeal to retirees as they provide security and certainty of guaranteed income in retirement, whilst protecting against share market and inflation risks. Challenger's lifetime annuities also protect retirees from the risk of running out of money late in life.

The guaranteed retirement incomes they pay are backed by a high-quality investment portfolio, including fixed income and commercial property investments. These investments generate regular and predictable investment income, which Challenger use to fund retirement incomes paid to our customers.

BT

Cocktail Event Partner

BT is the wealth management brand of Westpac Group, and has been helping Australians protect, manage and grow their wealth since 1969. BT provide investment, superannuation and insurance solutions to help customers prepare for today and tomorrow.

From early beginnings, BT has continued to define itself by adapting and responding to customer needs. They have a strong financial services heritage in Australia, giving you the assurance that you are dealing with experienced and knowledgeable experts, supported by the strength and stability of Westpac Group.

MinterEllison

Coffee Cart Partner

MinterEllison partners with clients to provide integrated, innovative solutions. Its teams collaborate across Australia, Asia and the UK to deliver exceptional service and new insight to a large, diverse client base that includes public and private companies, leading multinationals operating in the region, global financial institutions, and government and state-owned entities.

MinterEllison's network comprises the offices of MinterEllison (Sydney, Melbourne, Brisbane, Canberra, Perth, Hong Kong, Shanghai, Beijing, Ulaanbaatar and London) and offices that operate as members of the MinterEllison Legal Group (Adelaide, Darwin, Gold Coast and MinterEllisonRuddWatts Auckland/Wellington).

Mayflower Consulting

Podcast Partner

Since 2014, financial services firms have turned to Mayflower Consulting for help with ‘compliance meets customer’.

Whether it’s sorting out PDSs, using big data to deliver DDO ‘reasonable steps’ or running a professional Annual Member Meeting, Mayflower will support you to grow your business with confidence.

Fidelity International 

Delegate Bag Partner

Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help their clients build better futures for themselves and generations to come. As a private company, Fidelity International think generationally and invest for the long term. Helping clients to save for retirement and other long term investing objectives has been at the core of the business for over 50 years.

Established in 1969 as the international arm of Fidelity Investments, which was founded in Boston in 1946, Fidelity International became independent of the US organisation in 1980, and is today owned mainly by management and members of the original founding family.

Fidelity International invest A$556.7 billion globally on behalf of clients in Asia-Pacific, UK, Europe, the Middle East and South America and are responsible for A$200.1 billion in assets under administration (as at 31 March 2021).



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