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 | Monday , 13 October 2008
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BlueChip20 for ADA Members

Investment Opportunities > Separately Managed Accounts > BlueChip20 for ADA Members Print this page [ A ] [ A ] [ A ]

ADA BlueChip20


Investment Insight articles as published in the ADA News Bulletin:

A Beginner's Guide to Understanding SMAs

Investing in Australia's top 20 companies made easy

2020 DIRECTINVEST is proud to make available the ADA BlueChip20 to members of the Australian Dental Association. 

This is an incredible offer exclusive to ADA members, staff and your families providing easy and affordable access to the world of share market investing. Own direct shares in Australia's top 20 companies:

  • With a minimum investment of only $5,000
  • Less than half the annual administration fee of a managed fund - only 0.80% pa (plus GST)
  • Brokerage costs of only 0.05%
  • With the option of utilising an interest only loan from Merrill Lynch Equity Margins Limited at a special discounted interest rate.

The ADA BlueChip20 gives ADA members a real advantage by making investing in Australia's leading companies easier and more cost effective than ever.

 

Fee Disclosure
2020 DIRECTINVEST may receive a dealer group service fee of up to 0.275% for investments in the ADA BlueChip20.
2020 DIRECTINVEST may also receive a trailing commission of up to 0.50% for investments utilising the optional BlueChip20 investment loan.

Please send completed applications to
2020 DIRECTINVEST BlueChip20
Reply Paid 75099
Greenwich NSW 2065
Please Note if you are applying for a margin loan:
To comply with the Anti-Money Laundering & Counter Terrorism Financing Act 2006 EML requires that your identification documents (Passport or driver’s licence, and current utility bill) must be certified. The certifier must write the following on each document:
  • "I certify that this is a true and correct copy of the original”
  • Sign and date the copy
  • Add their name in block capitals along with their position, and if relevant, their ID number


ADA BlueChip20 PDS

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