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When you request a product disclosure statement from the 2020 DIRECTINVEST website, the application form will have the 2020 dealer stamp which instructs the fund manager to rebate all entry fees for your initial investment and all future additional investments and contributions.
In most cases, the fund manager will waive the entry fee or credit you with the extra units equal to the 4%-5% commission charge.
Why invest with 2020 DIRECTINVEST
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Investing via financial adviser |
Invest directly with fund manager |
Invest with
2020 DIRECTINVEST |
| Initial Investment |
$10,000 |
$10,000 |
$10,000
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| 4% Entry Fee |
$400 paid to adviser |
$400 retained by fund manager
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Nil - 100% rebated as additional units
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| Amount Invested |
$9,600 |
$9,600
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$10,000
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2020 DIRECTINVEST may receive a trailing commission paid by the Fund Company ranging from 0.20-0.60% p.a. This trailing commission is paid by the Fund Manager and is NOT an additional charge to you.
Where a fund does not pay a trailing commssion, we will rebate up to 80% of the commission. In some cases, entry fees or upfront commissions cannot be rebated as additional units. 2020 DIRECTINVEST will issue the rebate in the form of a rebate cheque payable when commissions have been paid by the fund manager.
Rebates vary from product to product and we will disclose this to you on the product web page.
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| Travel Insurance | Book through 2020 DIRECTINVEST for a 30% discount off the premium on travel insurance.
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| Managed Funds | Looking for managed funds? Compare over 1,000 funds. Then invest with no entry fees.
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