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Client Servicing and
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Portfolio options
Two basic types of investment portfolios are offered: Model Portfolios and Customised Portfolios.
Our Model Portfolios
Our Model Portfolio Service Disclosure Statement describes how the Model Portfolios operate.
Your authorised financial adviser will help you choose the right Model Portfolio(s) to meet your individual investment objectives. The investments in each of the Model Portfolios are chosen by us — we do the hard work for you.
Customised Portfolios
A Customised Portfolio is an individualised investment portfolio designed in consultation with your authorised financial adviser. It includes an external assets reporting service so you can include other assets you may own. Your authorised financial adviser will help you build the right Customised Portfolio to meet your individual investment objectives.
