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FirstChoice Wholesale Investments

FirstChoice Wholesale Investments provides your clients with access to a wide range of managed funds from some of the world’s most respected managers.

Product snapshot

Designed for general saving and investing, FirstChoice Wholesale Investments provides your clients with access to a wide range of managed funds from some of the world’s most respected managers.

Asset classes Cash, Fixed Interest, Share, Property and Infrastructure Securities
Investment Options 130+
Minimum initial investment $5,000 or $1,000 with a regular investment plan
Fund managers 70+

THE FIRSTCHOICE DIFFERENCE

    • Straightforward products
    • Flexible features
    • Simple, intuitive platform
    • Supports delivery of quality advice.
    • Unique mandate structure > Learn more
    • Same day pricing and transactions
    • Powerful online tools
    • Fast, tailored reports
    • Comprehensive model portfolio functionality
    • Efficient e-Post tool.
    • Low fees
    • Competitive fee structure
    • Fee rebate for higher balance clients.
    • Experienced, knowledgeable teams
    • Local BDM support
    • Outstanding customer service
    • Local transition support
    • FirstTech support.

FEES

Our competitive fee structure seeks to maximise value for both you and your client. Refer to PDS for more information on costs and fees.

Disclaimer
Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) is the issuer of super, pension and investment products. This document may include general advice but does not take into account your individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) carefully and assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision. A PDS for Colonial First State’s products are available at colonialfirststate.com.au or by calling us on 13 13 36.
 

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