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FirstWrap

FirstWrap

Plus

Plus

 

This year we’re more determined than ever to give you the market-leading platforms that make it easy for you to do business.

FIRSTWRAP PLUS: MORE AFFORDABLE THAN EVER

From June 2019, we’re reducing our Tiered Administration fee rates by 30% across all FirstWrap Plus account balances.

Building tailored investment portfolios from a diverse range of asset classes and investment managers on FirstWrap Plus has never been more affordable with the following changes:

FirstWrap Plus Tiered Administration fee rates from June 2019

With these changes, fees for a FirstWrap Plus super and pension client with a balance of $400,000 will be reduced by $782 pa.#

simple and transparent with no surprises

We know that you and clients want transparency and simplicity when it comes to fees. That’s why we only charge one Administration fee for an advised client's account.

AND THE SAVINGS KEEP GROWING WITH FEE AGGREGATION

Our market-leading fee aggregation continues to bring the cost of investing down further for FirstWrap Plus clients, with family members able to link an unlimited number of FirstWrap Plus accounts and pay administration fees based on the combined value of the accounts.

It’s no wonder 70% of FirstWrap Plus accounts currently benefit from our fee aggregation.

THE POWER OF FEE AGGREGATION

expanding our range of low-cost investment options

We’ve heard your feedback about providing a better range of low-cost investments to clients, so from June 2019 we’re adding three new low-cost index options to the FirstWrap Plus menu.

Clients can access an even more diverse range of investments and keep the cost of investing down.

NEW LOW-COST INDEX OPTIONS ON FIRSTWRAP PLUS

We’re also reducing the cost of the existing Colonial First State Single-Sector index options on FirstWrap Plus.

a new, modern design

You told us you wanted a simpler way to navigate to client information and complete the tasks you needed to perform. We’ve addressed repetitive navigation pathways by introducing a new Dashboard and modern top-down menu design, also allowing for increased side-to side movement in client portfolios – importantly, saving you time.

Overhauling the navigation experience ensures our future enhancements to functionality will be even more impactful, and easy to find. We want to work with you and the teams in your advice business to deliver a simple, modern platform experience that you will love to use.

FURTHER READING

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