Charter Hall Direct partners with investment platform provider

Charter Hall charter hall direct charter hall group partnership platform

28 March 2018
| By Oksana Patron |
image
image
expand image

Charter Hall Direct, part of property investment and funds management group Charter Hall Group, has announced a partnership with independent investment information platform, Informed Investor.

The platform aimed to enhance investors’ and financial advisers’ knowledge of Australian commercial property markets and investment products based on this asset class, the firm said.

Charter Hall Direct’s head, Steven Bennett, said the Informed Investor platform was developed to provide a greater depth of information and education to both investors and the financial adviser community.

“An accessible and independent source of information such as this is welcomed, and Charter Hall Direct is pleased to produce educational and engaging content to reduce financial complexity,” he said.

Charter Hall currently has almost $22 billion under management in Australian real estate investment trusts (A-REITs), direct property funds (known as unlisted property funds), unlisted wholesale funds and private syndicates.

Informed Investor’s chief executive, Tim McGowen said: “We are working together to create digital content which will be used as an aide to better understand the Product Disclosure Statements (PDS) individual investment products must produce.”

“We also use tools like videos and quizzes to measure this understanding, in addition to offering CPD points to financial advisers.”

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 weeks 6 days ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 weeks 3 days ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months 3 weeks ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 2 days ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 2 days ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 3 days ago

TOP PERFORMING FUNDS