Shared Services has confirmed an aggregated referral agreement with E*TRADE Australia to provide our customers with an online share trading and managed funds service.
E*TRADE is a premium non-advisory online stockbroker that caters for active and occasional traders.
This exclusive agreement features:
no upfront or ongoing participation fees
competitive rebates for brokerage, cash, margin lending and managed funds
no minimum hurdle rates, rebates accrue from first trade
rebate payments based on aggregated trading volume
no competitive marketing to your members
individual credit union rebate reporting
web integration service
member marketing support
no separate financial licensing
streamlined compliance
minimal staff training requirements
effortless integration
low implementation charge of $590 (+GST) to provide