How to get started with Adviser Services

Talk to a Fixed Income expert

Jacqueline OConnor - Head of Short Term Money Markets asmita-kulkarni Marcus Blake - Director - Distribution, Managed Portfolios Kieran Quaine - ‎Head of Managed Income Portfolio Services (MIPS) Leigh Winton - Head of Portfolio Strategy

Phone  Call us on 1300 752 663

Phone  Call us on 1300 752 663

Talk to a local expert with offices based in Sydney, Brisbane, Melbourne and Perth.

Or complete the form to the right and we'll get back to you in 1 business day.

Documents to get you started

Adviser onboarding form

Advisers with designated authority who wish to invest on behalf of clients should complete an Adviser Onboarding form. Once received, we will send you a login to MyFIIG where you can view client portfolios and place orders, generate reports as well as download data extracts.

To set up a client with our Managed Income Portfolio Service

FIIG’s Managed Income Portfolio Service (“MIPS”) allows wholesale investors to combine the benefits of directly owning fixed income securities with the expertise of a professional investment management team.

MIPS brochure (PDF Document)

MIPS Information Memorandum (PDF Document)

To set up your clients on this service, please complete the following form

MIPS Account Opening Application Form (PDF Document)

To set up a client with our DirectBonds service

Build a bespoke portfolio of bonds tailored to your client’s specific needs and benefit from FIIG’s custodial services, reporting and administration and platform integration.

DirectBonds information brochure (PDF Document)

To set up your clients on the DirectBonds Service, please complete the following form and contact your Adviser Services specialist to place a trade.

Account application form (PDF Document)

Supporting documents

You should also read the following documents when getting started with FIIG:

Intermediary Agreement Terms and Condition (PDF Document)

Financial Services Guide (PDF Document)

Learn more about bonds

Upcoming eventsUpcoming seminars and events

Learn how you can help protect your capital by investing in corporate bonds. These sessions will cover:

  • The basics of fixed income
  • The features and benefits of a diversified portfolio of DirectBonds
  • How to access the bond market

Canberra - Portfolio Construction
27 November 2018, 10:30am*

*All times listed are local times