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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$5,000 |
| Expected Close Date |
Ongoing |
| Description |
Choose from 90 investment options offered by well-known investment managers, including Colonial First State, as well as specialist boutique managers. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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The Colonial First State FirstChoice Investments platform has been designed to help you achieve your investment goals whether they are short term, such as a car or a trip overseas, or long term, such as making sure you can retire comfortably. FirstChoice Investments offers a wide range of investment options from some of the world's most respected managers.
FirstChoice Margin Lending is a loan facility that allows you to increase the amount you can invest by borrowing money. This gives you the potential opportunity to achieve higher returns and reach yoru investment goals faster.
Exisiting investors - if you have an existing Colonial First State investment, superannuation or pension fund it is easy to stop paying the entry fee of up to 4% without needing to change the investment. Nominate 2020 DIRECTINVEST as your investment broker and we will request that Colonial First State code your account for a 100% rebate of entry fees on all future investments, contributions and regular savings plans. Download our one page fund broker nomination form.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4% entry fee on investments in the Colonial First State FirstChoice platform as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.60% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) | | FirstChoice Investments Performance May 08 |
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| Entry Fees | Entry fees are optional. Are you paying entry fees on existing managed funds? more info
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| BlueChip20 | Own a $10,000 share portfolio in Australia's top 20 companies for $5 brokerage. more info
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