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Netwealth and IAM partnership program

Netwealth and IAM have partnered to provide advisers with access to fixed income client solutions, including over-the-counter bonds, via Netwealth’s platform.

The new service will provide more adviser groups with access to IAM’s highly experienced fixed income sales, trading and investment teams providing facilitation, individual trade ideas and direct bond portfolio solutions.

How to open an account

To register for the fixed income service, you will need to complete the onboarding form here.

The key details required to complete the form are:

  • AFSL holder/licensee details
  • Who is authorised to place trades on behalf of the AFSL holder
  • Who needs to receive contract notes and other advices

Following trade execution all contract notes will be distributed by IAM to both the contact lists provided by you and also to Netwealth.

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Adviser queries

Please contact the Adviser Services team for assistance with onboarding and to be connected with the dedicated relationship manager for your state.

Pricing and portfolio requests

Please send pricing and portfolio requests to your IAM Relationship Manager and our team.

IAM’s Head of Sales Jenna Labib appeared on Ausbiz to talk about the new partnership with Netwealth that has opened the corporate bond market to even more investors.

Historically advisers and clients could purchase bonds in parcels of $500k, and the partnership with Netwealth now means they have access to over 350 bonds in parcels of $50k.

During the interview with Danielle Ecuyer, Jenna discusses the attractive characteristics of the Australian corporate bond market, why there’s been a recent flurry of new issuance across a variety of sectors, and why investors are so keen to buy corporate bonds at this point in the cycle.

IAM Model Portfolios

Our investment grade model portfolios are built for investors looking for predictable income in the current interest rate environment