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Rebate Offer
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4.0% (100%)
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Minimum Initial Investment
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$1,500
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Expected Close Date
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Ongoing
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Description
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AMP Flexible Lifetime Investments allows investors to choose from a range of managed investment schemes and features, to provide tailored and simple wealth creating solutions.
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2020 DIRECTINVEST offers 100% entry rebate for all AMP Flexible Lifetime investments. If you have an existing AMP Flexible Lifetime investment, simply transfer to 2020 DIRECTINVEST with a simple one page form to receive the entry fee rebate.
AMP Flexible Lifetime Investments provides a wide range of investment options managed by both AMP and other leading fund managers, enabling investors to tailor a portfolio to meet their own financial goals and objectives. It is designed to be simple and flexible, with easy switching and automatic rebalancing, online access, regular statements and consolidated tax reporting.
There are over 60 single-manager and multi-manager funds available on the AMP Flexible Lifetime Investments platform, investing across the spectrum of asset classes including Australian shares, international shares, property, alternative assets, fixed interest and cash. Investors are able to diversify their portfolio across multiple underlying funds, and access leading investment managers and boutique investment managers that aren’t normally available to retail investors.
AMP Flexible Lifetime Investments enables investors to easily and effectively manage their portfolio, with quick switching between investment options to change portfolio weightings without any switching fees. 24 hour 7 day online access is provided through the AMP My Portfolio service, with up-to-date performance data and information at a portfolio and fund level, and consolidated annual tax statements make it easier for investors to complete their tax return.
Key benefits
- Wide investment choice: investors can choose from over 60 investment options – AMP investments and options from other leading fund managers.
- Easy switching: switch between investment options at any time with no switching fees.
- Online access and regular reporting: investors are able to keep track of their investments 24 hours a day 7 days a week through the My Portfolio service.
- Consolidated tax information: receive a consolidated tax statement each year, as opposed to separate statements from different managed funds held.
About AMP Investments
The AMP group is one of the leading financial companies in Australia. The AMP group provides financial service for over more than 3 million Australians and is managing over $117 billion in assets. The AMP group was established in 1849 as a mutual company. Until this day AMP also has one of the largest shareholders register of Australia. AMP has a total of 830,000 shareholders. The AMP Flexible Lifetime platform is available for investment, superannuation and pension.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the Flexible Lifetime - Investments as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.40% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
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