George Magazine

product MANAGEMENT SOLUTIONS FOR INVESTORS 360 CASH Tailored for stockbroking firms and planners, St.George 360 Cash Management Solutions provide low-risk and convenient ways to manage and invest cash, while earning competitive returns. ST.GEORGE'S 360 Cash Management Solutions is a product set that allows customers to diversify and optimise their portfolios. The products offer maximum convenience and easy access to funds. They can also be tailored to a customer's individual requirements, maximising returns or providing a guaranteed rate for an investment's term. "Our solution is set up for intermediaries, stockbrokers and financial advisers—it's a streamlined product offering, so that they can manage their clients' investment dollars into a cash solution provided by St.George," says Simon Clark, National Manager, Corporate Investments. Targeted at the wealth segment, financial advisors offer the solution set to their clients. "The main account has a debit card or a cheque book attached to it to enable access to the branches or internet banking." There are three accounts to choose from: 360 Cash Management Account (ideal for managing investment-related cash flows); 360 Online Account (an online account that provides at-call access to funds through internet and phone banking); and 360 Term Deposit (offering the certainty of a guaranteed rate of interest over a fixed period of time). ACCOUNTS 360 CASH MANAGEMENT ACCOUNT 360 ONLINE ACCOUNT 360 TERM DEPOSIT CO-BRANDING REAL-TIME ACCESS DATA FEED Disclaimer: This information has been prepared without taking into account your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. Providing service and convenience for customers is a key goal, so St.George also provides connectivity capabilities, real time access, and support from the bank's dedicated team of specialists. Intermediaries are also well looked-after. "We have a centralised service model," Simon says. "It includes an adviser support team, a centralised sales team and a dedicated adviser portal, which allows our intermediaries to open accounts online and manage reporting around those accounts." The bank's dedicated adviser portal also provides the latest interest rates, adviser profiles and updates, commission reports, client holdings and industry news. Customers can take confidence in the 360 Cash Management Solution; it's backed by an extensive brand network, which includes St.George Bank, Bank of Melbourne and BankSA brands, with over 10 years of experience in the provision of cash management accounts to leading stockbrokers and financial advisers. "The main idea is to ... give clients access to deposit accounts to manage their day-to-day cashflow, as well as competitive interest rates." To speak to a St.George 360 product specialist, call 1300 403 101. FEATURES DEDICATED PORTAL ACCESSIBILITY QUALITY SUPPORT george.product 42

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