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Unlisted securities specialist debuts new adviser channel

Patrick Buncsi23 May 2024

PrimaryMarkets, an unlisted securities specialist investment platform, has launched a dedicated financial adviser channel, opening its alternative securities offerings directly to advisers.

The platform has been updated “with the adviser experience in mind”, PrimaryMarkets said, “ensuring as little administration from the adviser as possible”, alongside dedicated support and services.

According to PrimaryMarkets executive chair Jamie Green, registration typically takes 30 seconds, with few administrative hurdles for advisers to begin trading.

The platform boasts for advisers full-service execution, transaction support, payment services via a secure third-party escrow agent and a ‘Trading Desk’ that manages all aspects of the settlement of trades with all relevant parties.

“The PrimaryMarkets Platform enables advisers and their clients to access many new investment opportunities across both unlisted companies – many of which are pre-IPO – and open/closed managed funds,” Green said.

“PrimaryMarkets also provides our users with the ability to sell their shares in unlisted companies, or units in managed funds, where it would otherwise be difficult to obtain liquidity,” he added.

The platform developer notes that unlisted securities, previously only available to institutional investors, are particularly advantageous for portfolio construction and diversification.

Green said that the Platform will receive further updates later this year “to further enhance the experience for both advisers and end-clients”.

More than $173 million in order value has been submitted through the Platform with an average order size of $63,000.


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