Frequently Asked Questions

MPC Markets is an investment solutions advisory. We help clients through portfolio management, subscription-based stock recommendations, tax-optimised investing, high-yield income investments, and custom thematic-based structured products.

Unlike traditional wealth managers with high minimums and generic model portfolios — or fully automated robo-advisors — we combine human expertise with cutting-edge technology. You get:

• Direct access to seasoned portfolio managers
• Transparent recommendations you can approve or reject
• Truly customised structured products for the current market environment
• All at competitive pricing

1. Book a free 15-minute discovery call with one of our advisors.
2. Choose the service that fits you — portfolio management, Mosaic subscription, or structured product.
3. Complete onboarding and fund your account.

Growth Investing

• Stock Recommendations
• Portfolio Management
• Enhanced Growth Structured Investments

Income Investing

• Fixed Coupon Notes — Conservative, ~12% p.a.
• Smart Entry Notes — Medium risk, ~18% p.a.

Mosaic — Our Subscription Platform

• Stock Recommendations & Investment Research
• Investor Education & Webinars
• Daily Market Content & Insights

We charge 1% per transaction on stock execution. For self-directed traders, there is a monthly subscription for our Mosaic platform.

Structured investment fees are paid by the OTC provider (StroPro) directly to MPC Markets — there are no fees charged to the customer for structured products.

Mosaic is MPC Markets' proprietary investment platform, designed for self-directed investors who want institutional-quality research without paying 2%+ management fees.

With Mosaic you can:

• Receive investment recommendations directly from our advisors
• Approve or decline recommendations within the app
• Watch daily market updates and access investing education
• View your portfolio and manage transactions
• Chat directly with MPC Markets advisors

Structured products are investments built with predefined rules to achieve specific outcomes. At MPC Markets, we design bespoke structured products tailored to the current market environment, with a sharp focus on risk management.

Examples include Fixed Coupon Notes (~12% p.a.) and Smart Entry Notes (~18% p.a.), each with defined risk profiles and capital protection considerations.

Client funds and securities are held 100% in your own name. MPC Markets never takes custody of client assets.

• All holdings are Exchange Sponsored in the investor's name
• All cash is held in a Macquarie Cash Management Account in the investor's name

• All holdings are Exchange Sponsored in the investor's name
• All cash is held in a Macquarie Cash Management Account in the name of the investor

This means your cash and securities are completely ring-fenced — they cannot be used by MPC Markets for any purpose.

• All client data is stored in Microsoft Azure with two-factor authentication (2FA) and modern encryption
• Your information is encrypted both at rest and in transit
• We adhere to our AFSL Provider's strict Cybersecurity guidelines

We can open Individual, Joint, Company, Family Trust, and SMSF accounts.

Individual or Joint accounts require:

• 2x Photo ID (Medicare, Passport, or Driver's Licence — front & back)
• Mobile Number & Email
• Tax File Number (TFN)

Companies and Trusts — for each Director, also provide:

• Trust Details and Trust Deed (front page and signing pages minimum)
• ABN of Trust, Trustees, and ACN of Corporate Trustee (if applicable)
• Bank Account details in the same name as the investing entity (we can set one up with Macquarie if needed)
• An S708 Certificate (Sophisticated Investor) from your accountant

We have access to the following markets:

• 🇦🇺 Australian (ASX)
• 🇺🇸 United States
• 🇪🇺 European
• 🇬🇧 United Kingdom
• 🇨🇦 Canadian
• 🇸🇬 Singaporean
• 🇭🇰 Hong Kong

There is no minimum amount required to open an account. However, our fee structure may not be suitable for accounts under $20,000.

Contact us for information about low-cost solutions for kids investing, beginner investors, and small accounts.

During the account opening process, simply provide us with:

• Your HIN for ASX shares
• Your CUSIP Number for US stocks

We'll handle the transfer process from there.

Yes, margin lending is available on application.

Important risk warning: Investing with leverage increases your potential losses as well as your gains. Even a relatively small market downturn can quickly wipe out your capital and leave you owing additional money to your lender or broker. Please speak with an advisor before applying for margin lending.

Beyond ASX, we have direct access to the US, European, UK, Canadian, Singaporean and Hong Kong markets — giving you true global diversification from a single account.