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Investment Opportunities > Wrap Accounts > How to Apply Print this page [ A ] [ A ] [ A ]


How to Apply for a Personal Choice eWRAP Account

  1. Download or request a hard copy of the Personal Choice eWRAP Investment or Super/Pension product disclosure statement.
  2. Complete the application form and the relevant certified identification documents, send it to
2020 DIRECTINVEST
Reply Paid 75099
Level 6, 118-120 Pacific Highway
Greenwich NSW 2065

Processing your application

We will open your account on the same day we receive your completed Personal Choice eWRAP application form. You will receive a welcome email from 2020 DIRECTINVEST confirming your account has been established along with information on how you can transact and maintain your account via 2020 DIRECTINVEST with the help of our friendly staff.

Asgard/Personal Choice will send you send you a welcome letter, which will confirm your account number and send you a Personal Identification Number (PIN) to access InvestorOnline.

In specie transfers

Please contact our office if you would like further information on moving managed funds and shares held through another wrap account to a Personal Choice eWRAP account.
 

Personal Choice eWRAP Investment PDS
Personal Choice eWRAP Investment PDS
Personal Choice eWRAP Super/Pension PDS
Personal Choice eWRAP Super/Pension PDS