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Trail Rebate Program - Offer Launch

Through the clouds

Having witnessed one of the largest falls in share market history, nearly all investors are likely to have seen considerable falls in their portfolio value.

What many investors don’t realise is that aside from choosing how to invest your money, you can enhance your returns by reducing the fees you pay by simply switching brokers.

Aimed at investors that;

 haven’t heard from their planner since   setting up their investment;
 are unhappy with the service they are   receiving;
 or simply dealt directly with the fund manager in setting up their  investments.

 

Benefit from trail commissions in excess of $400 pa

With over 16 providers on our list of participating managers*, our trail rebate program means that in addition to paying no entry fees, you will now benefit from trail payments in excess of $400 pa, redirecting more money in to YOUR pocket.

Just complete and fax our trail rebate form or call us on 1300 55 98 69

*Participating investment managers

Advance Asset Management, AMP Capital Investors, AMP Financial Services, Australian Ethical Investment, Australian Unity Funds Management, AXA National Mutual Funds Management, BlackRock Investment Management, BT Funds Management, Challenger Funds Management, Colonial First State Investments, Credit Suisse, Hunter Hall Investment Management, ING Funds Management Limited, Macquarie Investment Management, Man Investments (excludes the AHL (AUD) Fund Ltd), MLC Investments, Perpetual Investment Management



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Investment Notes
Funds Focus is issued under general advice only and is not personal advice. The price and value of investments and their income fluctuates: you may get back less than the amount you invested. Past performance should not be seen as an indication of future performance. Exchange rate fluctuations may have an adverse effect on the value of non- Australian funds and shares. Tax benefits and the value of these to you can change at any time and are based on the rate of tax you pay and our current understanding. The savings referred are correct as of 17/06/09.
 
 

 

Contact Details P: 1300 55 98 69 | F: 1300 55 98 70
Office: Suite 7, 49-53 North Steyne, Manly NSW 2095 | Postal Address: PO Box 760, Manly, NSW 1655
Wealth Focus Pty Ltd ABN: 87 123 556 730 ( AFSL No: 314 872 )
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