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 | Thursday , 04 December 2008
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Personal Choice eWRAP
Personal Choice eWRAP Investment
Personal Choice eWRAP Super/Pension
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How to Apply

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

How to Apply for a Personal Choice eWRAP Account


>> How to Transact

>> About eWRAP
>> eWRAP Investment
>> eWRAP Super/Pension
  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
Greenwich NSW 2065

Processing your application

Upon receipt of your completed Personal Choice eWRAP application form, 2020 DIRECTINVEST will:
  • open a Personal Choice eWRAP Account
  • establish a Cash Account to facilitate buying and selling of managed investments and shares
  • send you a welcome letter, which will confirm your account number
  • send you a Personal Identification Number (PIN) to access Investor Online

Activating your account (Personal Choice eWRAP Investment ONLY)

You will not be able to trade shares or have access to Phone and Internet Banking on your Cash Account until you have accepted all the terms and conditions and your Account is activated. Your Account can be activated in two ways:
  1. Sign an application and post it to Asgard (you must activate your Account this way if you choose a CASH Connect Account) or;
  2. After you receive your Welcome Letter and PIN log on and accept all the terms and conditions (only if you choose an eCASH Account)

Transacting

As soon as your initial deposit or rollover is received into your newly created Personal Choice eWRAP Account you can begin transacting.

Personal Choice eWRAP Investment Product Disclosure Statement
Personal Choice eWRAP Investment Product Disclosure Statement
Personal Choice eWRAP Super/Pension Product Disclosure Statement
Personal Choice eWRAP Super/Pension Product Disclosure Statement
Personal Choice eWRAP Super/Pension PDS Part 2

Travel Insurance
Annual business travel insurance for as little as $381.50. Unlimited domestic and international trips. more info
 
Financial Advice
Professional fee for service financial advice - avoid % based adviser service fees that last the life of the investment. more info
 
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