Whether you are completing an application form for the ﬁrst time or the fortieth, it always seems to be a tedious and confusing process. There are multiple pages and sections of the form to complete, and frequently the information has to be repeated. Depending on the type of investor (individual, partnership, company or trust) diﬀerent information is required. The increased requirements for fund Managers to conform to AUSTRAC requirements with each investor's proof of identity to satisfy Anti Money Laundering (AML) and Know Your client (KYC) legislation complicates the process further.
Investing via a platform may be convenient, but they are expensive. If you want to invest "off platform" for your clients, OLIVIA123 is free, saves mistakes, and saves valuable time. Want to know more? Email us at [email protected] or call 02 8022 8494.
FundMonitors.com provides information covering over 700 "actively managed" funds, (including Alternative, Absolute Return and Hedge Funds) operating in the fund management sector in Australia.
Fund Monitors Forever Free subscription allows you to access news and information and educational articles. Users can access Peer Groups Lists and search by manager or fund name and view detail Fund Fact Sheets on every fund on the database.
Lite subscription allows you to access a range of tools on the on the FundMonitors.com database.
For Financial Advisors and those investors wanting to auto optimise their investments the Platinum Subscription provides users with comprehensive access to all the tools in the FundMonitors.com system.