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Welcome to
Investment Administration Services
 

Managed Accounts are a great way of managing an investment portfolio. For Dealer Groups and planners, they offer a convenient way of moving to an efficient, compliant way of delivering investment advice.

For investors, Managed Accounts mean having the confidence of knowing that your portfolio is professionally managed in accordance with a pre determined Investment Program. 

 
Need to know more about how Managed Accounts work? More...
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Managed Account data available for planners in planning software compatible format. Click here to ask

 

 
Advisers support Managed Accounts. Click here for information about advisers near you.
 
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Head Office

Suite 2
1 Rialto Lane
Manly NSW 2095
Sydney, Australia

Phone: 61 (02) 9977 6904

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City Office

Suite 1
Level 10
15-17 Young Street
Sydney NSW 2000

Phone: 61 (02) 9251 9300

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Request More Information

Australian Financial Services Licence No. 284316
ABN 86 109 199 108

 

 

Friday, 3 July 2009