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Managed Accounts

Managed Accounts

On FirstChoice

On FirstChoice

 

Managed Accounts on FirstChoice leads the way in delivering the advice efficiencies of a managed account solution within Colonial First State FirstChoice Super & Pension products. What does this mean for you? More time to spend seeing clients, growing your business and developing strategies, and less time on administration.

How does it work?

Licensees construct Managed Account portfolios from over 100 investment options currently available on the FirstChoice menu. Once approved, it’s easy for you to recommend these portfolios based on your clients’ goals, objectives and capacity for risk.

Changes to portfolios automatically flow through to client accounts, which can reduce the need for ongoing advice documentation, such as ROAs1. It also means no client is left behind in an out-of-date portfolio.

Best of all, Managed Accounts on FirstChoice is delivered at no extra cost to you or your clients.
 

Roles and responsibilities

Licensee

Builds and reviews portfolios

Colonial First State

Reviews and implements portfolio changes

Adviser

Recommends and implements strategies with clients

BENEFITS OF MANAGED ACCOUNTS ON FIRSTCHOICE

For your business

  • Takes the hassle out of portfolio administration
  • Allows you to spend less time on portfolio management and client follow-ups
  • Increases business efficiencies, and can reduce the need for ROAs and paperwork
  • Helps you deliver consistent outcomes for your clients

For your clients

  • Makes managing their portfolio easier
  • Frees up time in adviser reviews for more valuable discussions
  • Offers peace of mind with automatic portfolio update

THE RIGHT SUPPORT

The content displayed on this page is intended for financial advisers only