Colonial First State wins Wealth Insights awards for 2008
Colonial First State has won both categories in the Wealth Insights 2008 Service Survey: Best Fund Manager and Best Master Trust/Wrap Provider for its platform, FirstChoice. And with a massive 70% of advisers regarding Colonial First State as a leader, it’s easy to see why.
The Wealth Insights survey* was conducted from February this year and involved 886 randomly selected financial advisers. Since the launch of these awards in 1992, they have become the benchmark for recognition by financial advisers of the customer service they receive from fund managers and platform providers.
This year, FirstChoice was especially recognised for ease of doing business, communicating well with clients, providing the best administrative support and superior IT services.
In addition to their high customer service ratings, Colonial First State also boasts some of the lowest fees amongst the top 10 retail master trusts, with research by Chant West† showing their FirstChoice Wholesale Personal Super product has the lowest fees for its multi-manager growth option for $100,000 and $300,000 balances. And with eight new investment options now available on the FirstChoice investment menu, Colonial First State has the ultimate combination: excellent value, service and choice.
For more detail contact your Business Development Manager, call 13 18 36 or visit our website.
*Source: Wealth Insights 2008 Service Level Survey. Past Performance and awards are no indication of future performance. †Source: Chant West Superannuation Industry Fee Comparison Report 2008 of the top 10 retail master trusts (top 10 determined by assets under management or by net inflows as at September 2007 and each product’s multi-manager growth option, 61-80% growth assets used). Colonial First State — FirstChoice and FirstChoice Wholesale Investments, Personal Super and Pension are issued by Colonial First State Investments Limited ABN 98 002 348 352 AFSL No. 232468. This is general information only and does not take into account any individual objectives, financial situation or needs. Investors should consider the relevant PDS available from Colonial First State before making an investment decision.
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