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Improving business efficiency with FirstChoice Managed Accounts

Meet your clients’ investment needs with a simple, professional portfolio management solution – at no extra cost to you or them.

Since launching FirstChoice Managed Accounts in 2018, we’ve seen a surge in popularity, recently reaching $2 billion in funds under management. We owe this achievement to the support of licensees and advisers.

 

FirstChoice Managed Accounts combines the simplicity and scalability of FirstChoice with the control and flexibility you need - without having to transform how you run your business. Giving you more time to focus on your clients. It provides you:

Simplicity Efficiency More time for meaningful conversations

Your licensee can construct your FirstChoice Managed Accounts portfolios using the entire FirstChoice Super and Pension investment menu – that’s more than 130 investment options.

 

The FirstChoice Wholesale Product Disclosure Statement and managed account investment guidelines can help you manage investment risk and simplify the investment governance and set up requirements associated with a licensee establishing their own managed account portfolios.
 

Once your FirstChoice Managed Accounts are set up, portfolio changes flow through to your clients’ accounts automatically generally without the need to prepare lengthy advice documentation like Records of Advice (ROAs). With Colonial First State taking care of portfolio rebalancing and implementation of portfolio changes, none of your clients will be left behind. With less time spent on administration and chasing up clients to approve portfolio changes, you will be able to focus on more valuable activities. You can use this time to have meaningful, value-adding conversations with your clients – or to follow up new opportunities to grow your business.

 

Work with your licensee and us to develop an efficient portfolio solution for your clients that gives you more time to focus on your clients and growing your business.

 

Find out more about our managed account solutions by clicking here.

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Colonial First State Investments Limited ABN 98 002 348 352, AFSL232468 (Colonial First State) is the issuer of FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension, FirstChoice Employer Super offered from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. Colonial First State also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments.

 

This is based on the understanding of current regulatory requirements and laws as at July 2020. 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 Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This document provides information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from colonialfirststate.com.au or by calling us on 13 18 36.

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