FirstWrap can help grow your business
The landscape has changed, and predicting what’s on the horizon is harder than ever. The FirstWrap team is constantly working behind the scenes to stay on top of market developments. FirstWrap has been designed to offer the choice and flexibility you need to respond quickly to variable market conditions:
- 6 term deposit providers to help protect & grow your clients’ wealth over the long term
- Multiple insurance options help diversify your revenue sources
- Unique fee aggregation options, rewarding family groups by reducing client fees
- FoFA-ready with flexible fee structures to suit the way you run your business
- Features to save you time and reduce your compliance burden
- Award-winning model portfolio functionality*
- A comprehensive range of investment options including 300 managed funds, ASX listed securities, exchange traded funds & more
Find out how FirstWrap can help grow your business.
*December 2011 Investment Trends Platform Benchmarking Report – FirstWrap winner of the Best Model Portfolio Functionality Award.
This is general information only and does not take into account any individual objectives, financial situation or needs. Investors should consider the FirstWrap offer documents, available from advisers and other relevant documents before making an investment decision. FirstWrap is operated by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL). AIL is trustee of The Avanteos Superannuation Trust ABN 38 876 896 681. Colonial First State and AIL are owned ultimately by Commonwealth Bank of Australia ABN 48 123 123 124 through the Colonial First State group of companies. Commonwealth Bank of Australia and its subsidiaries do not guarantee performance or the repayment of capital of Colonial First State or AIL.
AUTHOR
Staff Writer
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