FirstWrap hits $4 billion in FUA
Since its launch in 2009, FirstWrap has grown to more than $4 billion in funds under administration.
“We put our success down to listening to our advisers and then making improvements that help them to focus on providing quality advice and running a more efficient business,” said Peter Chun, General Manager Product & Investments, Colonial First State.
FirstWrap is now better than ever
Listening and then responding to what our advisers want means FirstWrap now offers:
Better investment choice: with six term deposit providers, over 300 managed funds and the addition of more than 20 new investment options in 2012, you have more choice than ever before.
Better service: with faster turnaround times, an easier application process and our highly regarded e-Post tool - which allows you to submit requests and scanned forms to us electronically and receive instant confirmation of their receipt – we’re saving you time.
Better direct equities capability: enjoy a fully integrated trading solution with the flexibility of 11 panel brokers, plus access to enhanced equities research including tailored watch lists, interactive charts and the latest company research.
“We look forward to delivering some key enhancements later this year which will make managing listed securities even easier for our advisers” said Peter. “Our goal is simple – to make it as easy as possible to do business with us.”
Looking to make your life easier?
To find out more about how FirstWrap can help your business, visit our website, contact your local Business Development Manager, or call FirstWrap Service and Support on 1300 769 619.
Terms and conditions
This is general information only and does not take into account any individual objectives, financial situation or needs. Investors should consider the relevant PDS before making an investment decision. FirstChoice is issued and operated by Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State), the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. FirstWrap is issued and operated by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (Avanteos), the trustee of The Avanteos Superannuation Trust ABN 38 876 896 681 and provider of custodian and administration services to superannuation, IDPS and managed discretionary account (MDA) products. Colonial First State and Avanteos are owned ultimately by Commonwealth Bank of Australia ABN 48 123 123 124 through the Colonial First State group of companies.
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