Information for advice professionals only.
For clients with directly held listed securities, Panorama provides the flexibility to choose how they are held – choose from Nominee, Sponsored HIN holding type (Investment accounts only), or Custodial HIN holding type. This webinar will outline each of the holding types, how and where you can set them up for a client and how the different holding types compare, allowing you to align with the needs of your clients.
Explore BT Panorama
Increase efficiency and client value with online consent, ESG scoring, our award winning mobile app and more.
The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.