Key Benefits by Stakeholder

End Client

Adviser

AFSL / Licensee

• Seamless multi-currency access
• FX transparency & competitive conversion
• One account for global investment support
• Client money protections &competitive interest rate under CRP return
• Clear reporting and withdrawal rights

• Faster settlement & cash mobility
• Simplifies advice fee collection
• Platform-level visibility at client account level
• Automated FX notes & transaction history
• Reduce failed trades & cash mismatches

• RG133-compliant custody/payment handling
• Not classified as a financial product or MIS
• Reduced RG 246 risk under CRP structure
• Optional rebates and revenue sharing (with disclosure)
• Audit trail, IDR/EDR integration, and compliance-ready