Product Features
Investing in a transparent investment vehicle where you can:
- Access your Portfolio Select® portal online via your phone, PC or tablet computer to view an indicative snapshot of the underlying securities your money is invested in;
- Shift your allocation of your investment from one portfolio to another online on a monthly basis;
- Access a monthly and periodic deposit facility;
- Access a quarterly redemption facility;
- See open position snapshots updated hourly.
The types of investment applications possible:
- Individual application (where there is one individual applicant);
- Joint application (where there are two or three individuals applying jointly);
- Company application (where there are up to four Directors of a corporate applicant or up to four Beneficial Owners of a corporate applicant);
- Sole Trader application (where the Sole Trader is the applicant);
- Trust or Self-Managed Superannuation Fund (SMSF or Superannuation) application (where the Trust has a Corporate or Individual Trustee(s) as the applicant)
See a sample monthly report and video update
