Blog | Primary

Primary is a financial technology company, not a bank. Primary partners with Authorised Deposit-Taking Institutions to provide banking functionality to clients. This functionality includes, but is not limited to, account creation, transaction initiation (according to user sweeping rules) and account management. Primary Technology Pty Ltd, trading as Primary, ACN 663 326 494, is a corporate authorised representative (Authorised Representative No. 1304253) of Sanlam Private Wealth Pty Ltd (Australian Financial Services Licence No. 337927) (‘Sanlam’) and Ebury Partners Australia Pty Limited (ACN 632 570 702) which holds an Australian Financial Services Licence (520548) (‘Ebury’). Ebury Partners Australia Pty Limited (‘Ebury’) ACN 632 570 702, Registered Office: Level 20, 201 Elizabeth Street, Sydney NSW 2000. Ebury is authorised and regulated by the Australian Securities and Investments Commission (ASIC) to provide financial services under Australian Financial Services Licence (AFSL) 520548 and is registered with the Australian Transaction Reports and Analysis Centre (AUSTRAC).

The information on our website or our mobile application is not intended to be an inducement, offer or solicitation to anyone in any jurisdiction in which Primary is not regulated or able to market its services. At Primary, we aim to provide a superior cash & treasury management experience but we don’t take into account your business’s objectives, circumstances or financial needs. Any advice given by Primary is of a general nature only and is not personal financial product advice (meaning it does not take into account your objectives, financial situation or needs). Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making an investment decision in relation to a financial product (including a decision about whether to acquire or continue to hold). As investments provided by Primary’s partner institutions carry risk, before making any investment decision, please consider if it’s right for you and seek appropriate taxation and legal advice. Please view our Terms & Conditions, Privacy Policy and Disclaimers before deciding to use Primary to broker these instruments. By using our website or service in any way, you agree to our Privacy Policy and Terms & Conditions. All financial products involve risk and you should ensure you understand the risks involved as certain financial products may not be suitable to everyone. Past performance of any product described on this website is not a reliable indication of future performance.

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