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Tailored Managed Account solutions

Tailored Managed Account solutions

on FirstWrap

on FirstWrap

 

 

We understand that every business is unique.  Your business, advisers and clients have individual needs and requirements - that’s why we’ve created a tailored managed account solution, for licensees requiring a bespoke offering.

 

 

Colonial First State has a strong belief in the value of advice and we view tailored managed account solutions as a key way we can work with your business to provide more streamlined portfolio implementation, scalability and time efficiencies for you and your advisers.


Implementing a tailored managed account solution can take different forms, flexible to a licensee’s specific requirements. We can work with you to explore a scenario that balances timeline requirements and your needs – from simple to more complex.₁

Tailored Managed Account solutions

Option 1

Create your own tailored managed account solution with one of our approved REs.

Option 2

Create your own tailored managed account solution with your choice of RE.

Option 3

Other individualised managed account solutions tailored to suit your advice business.

₁Tailored managed account solutions are subject to approval by AIL

Key features

  • Licensee designed solution to meet your individual business requirements
  • Licensee may act as portfolio manager and implement own investment philosophy, or an external portfolio manager may be appointed
  • Portfolios may be limited to a licensee’s advisers only
  • Ongoing implementation support from Colonial First State
  • Support for other bespoke business requirements.

Developing a tailored managed account solution requires clearly defined roles and responsibilities between a licensee, their chosen Responsible Entity or MDA operator, the portfolio managers, and Colonial First State.

READY TO START THE CONVERSATION?

If you’re interested in managed accounts but don’t know where to begin, or you’re ready to discuss your requirements, contact your local Colonial First State Business Development team to start the conversation.

Disclaimer - ADVISER USE ONLY

This information has been prepared by Colonial First State Custom Solutions, which is the registered business name of Avanteos Investments Limited ABN 20 096 259 979, AFS Licence 245531 (AIL). AIL is the operator of a number of investor directed portfolio services (IDPS’), is the trustee of a number of superannuation funds, and provides custodian and/or administration services in relation to superannuation, IDPS, IDPS-Like and managed discretionary account (MDA) products. AIL provides platform administration services and reporting services. AIL is owned ultimately by the Bank. The Bank and its subsidiaries do not guarantee performance of AIL products or the repayment of capital by AIL.


While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including AIL, nor any related parties, their employees or directors, accepts responsibility for any loss suffered by any person arising from reliance on this information. This document contains general information for adviser use only and is not to be handed to any investor. It does not take into account any person’s individual objectives, financial situation, needs or taxation circumstances. You should read the relevant Product Disclosure Statement (PDS) or Investor Directed Portfolio Service Guide (IDPS Guide) before making any recommendations. Clients should read the relevant PDS or IDPS Guide before making an investment decision and consider talking to a financial adviser. Clients can obtain FirstWrap PDSs and IDPSs from their adviser. This document cannot be used or copied in whole or part without our express written consent.


Taxation considerations are general and based on present taxation laws and may be subject to change. AIL is not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and investors should seek tax advice from a registered tax agent or a registered tax (financial) adviser if they intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.


© Avanteos Investments Limited 2018.

 

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