SYDNEY 02 9233 2433

MELBOURNE 03 9601 6800

EMAIL jps@jpalmer.com.au

Privacy Policy · Disclaimer · FSG
F Palmer & ME Palmer
Trading as Joseph Palmer & Sons
AFS Licence 247067 · ABN 29 548 490 818

Stockbroking

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Services

Our team of client advisers are well trained and committed to providing our clients with sound advice on quality shares based on their extensive market knowledge.

Services include:

  • Objective advice on equity investment
  • Provision of extensive information on listed companies
  • Information on new floats
  • Superannuation advice and services
  • On-line internet trading facility
  • Direct hands-on involvement with our clients
  • Account statements and portfolio valuations
  • Financial and Retirement Planning
  • Prompt attention to buying and selling orders
  • Assistance with estate valuations for probates
Investors Rights

Our clients have the right to receive securities recommendations from us that have a reasonable basis. i.e. where consideration has been given to the information the adviser has been provided about your investment objectives, financial situation and particular needs. If you do not wish to provide such information, our adviser will be limited in his or her ability to make recommendations specific to your requirements.

You have the right to be advised about any interest of the adviser that may reasonably be expected to be capable of influencing a securities recommendation made by them.

Basic Investment strategies - What are the alternatives?


Income

You need an income stream, perhaps to meet your living expenses. You may also tend to avoid shares which do not pay franked dividends.

Growth

A secure income stream is not necessary as your income needs are met from other sources. However, you wish to achieve capital growth to provide a hedge against inflation and to accumulate wealth.

Investors need to be aware that shares which are likely to provide capital growth can also result in capital losses, and often shares with the greatest potential for growth have significant potential for loss in value.

Mix of Growth and Income

Your needs may include both a secure income stream and some measure of capital growth.

Short Term Trading

You wish to trade in shares with a view to profiting from short-term price movements in the stock market.

Mixture of the Above

Some shares to be acquired for each of the above purposes and to create diversification in your portfolio.


Brokerage Fees


STANDARD TRANSACTION
INTERNET TRANSACTION
Transaction Size Fee Transaction Size Fee
0 to $4,999.99 $80.00 Less than $6,000 $60
$5,000 to $9,999.99 1.50% $6,000 to $10,000 1.00%
$10,000 to $29,999.99 1.20% $10,000 to $25,000 0.75%
$30,000 to $49,999.99 0.90% $25,000 to $75,000 0.50%
$50,000 to $99,999.99 0.70% $75,000 + 0.40%
$100,000 to $199,999.99 0.50%    
$200,000+ 0.40%    
This scale applies to market transactions executed by Joseph Palmer & Sons This scale applies to transactions received via Joseph Palmer & Sons Internet site.

Administration Fees


SRN ACCESS FEE
If a holding is not sponsored by Joseph Palmer & Sons, and no shareholder reference number is supplied by the client, we will obtain it from the share registry through a statutory process at a cost to the client of $33.00.

FAIL FEES - BUY
If funds are not received in time to pay for your stock purchases you may be charged interest at overdraft rates, and a fail fee may be levied.

CONTRACT RE-BOOKING FEE
JPS will also re-book contracts at the client's request for a fee of $27.50.

OFF-MARKET TRANSFER FEE
JPS also administer "Off Market Transfers" at the client's request for a fee of $44.

DISHONOUR FEES
If a client's cheque is dishonoured by the bank a fee will be charged.

Please note: Administration Fees are inclusive of GST.