Where a financial adviser is linked to your account, we may pay commissions to your adviser from the fees that we receive. From January 2019, you can speak to your adviser or contact us directly to request a rebate.
Note: Before changing any arrangements, we suggest you contact your adviser to discuss your future advice needs and arrangements for those services.
If you appointed a new adviser on or after 11 June 2013, you will receive a fee rebate from January 2019. This rebate will reduce the total fees and costs that apply to your investment. If you receive a rebate, this transaction will be referred to as a ‘Fee rebate’ in your future statements. The rebate will reduce the total fees and costs that apply to your investment.
Rebates are calculated and paid monthly. If you close your account, your withdrawal amount will only include a rebate calculated to the end of the previous month. The rebate will be paid to your most conservative investment option (as determined by us), unless you nominate another investment option.