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Managed accounts: Building your future business

Download your copy of Colonial First State’s managed accounts white paper

Based on research and insights from Business Health and IMAP, Colonial First State’s new white paper Managed accounts: Building your future business, presents a multi-faceted analysis of the impact of managed accounts within advice practices.

Managed accounts: building your future business

Through clear data and real life insights the report explores:

  • The benefits of managed accounts, from greater client engagement and investment outcomes, to improved efficiency and business performance for advisers
  • How these benefits can grow over time as managed accounts are embedded into an advice practice.

Want to know more?

At Colonial First State, rather than taking a one size fits all approach to managed accounts we have a complete range of solutions to meet more of your clients’ needs. As well as offering managed accounts on our FirstChoice and FirstWrap platforms, we can also work with you on a tailored managed account solution. To find out more, speak to your local Colonial First State Business Development team or visit colonialfirststate.com.au/managedaccounts

Download a copy of the white paper

Disclaimer

ADVISER USE ONLY

This document has been issued by Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) based on its understanding of current regulatory requirements and laws as at December 2018. The content contained in this document was commissioned by Colonial First State and represents the intellectual property of Business Health Pty Ltd (ABN 32 095 039 277) and the Institute of Managed Account Professionals Ltd (ABN 57 125 794 274). Reproduction in whole or part is prohibited without the written permission of Business Health Pty Ltd, the Institute of Managed Account Professionals Ltd and Colonial First State.


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 Business Health Pty Ltd, the Institute of Managed Account Professionals Ltd, 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 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 or needs.
 

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