A platform rich in features like FirstWrap needs a navigation to help you find everything you need – fast. At Colonial First State, we’ve been listening to your feedback and working hard with you to deliver a new experience that is intuitive, modern and efficient.
A DESIGN FOR NOW, AND THE FUTURE
ADVISER USE ONLY. This information has been prepared by Avanteos Investments Limited ABN 20 096 259 979, AFS Licence 245531 (AIL) based on its understanding of current regulatory requirements and laws as at April 2019. Colonial First State Custom Solutions is the registered business name of AIL. AIL is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 which includes FirstWrap Plus Super and Pension, and is the operator of The Avanteos Wrap Account Service which includes FirstWrap Plus Investments. AIL is owned ultimately by Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank). The Bank and its subsidiaries do not guarantee the 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 strictly 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. Investors should read the relevant PDS or IDPS Guide before making an investment decision and consider talking to a financial adviser. Investors can obtain FirstWrap PDSs and IDPS Guides from their adviser or firstwrap.com.au.