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In order to transact you will need to have access to a fax machine or a printer and scanner so you can email or fax copies of signed order and investment confirmation forms.
1. Complete the 2020 DIRECTINVEST order form and send it to:
- Fax: (02) 9493 6599
- Email: ewrap@2020directinvest.com.au
You must include APIR codes for managed funds and ASX codes for Listed Shares. Please refer to the available investment options list or the Personal Choice eWRAP Find a Fund research tool to ascertain the APIR code.
2. When we receive your order it will be actioned by inputting the order into the Asgard AdviserNET system on a pending basis. A confirmation of the order will then be sent to you to verify and sign. (Please note that there is no confirmation for eWRAP Investment share buy or sell transactions as they are submitted live to be filled.)
3. Once you have reviewed and signed the investment confirmation you will need to fax this back to (02) 9493 6599 or scan and email to ewrap@2020directinvest.com.au and your order will be executed.
For Listed Share transactions, orders are only valid for one day - signed confirmation forms must be returned by 15:00 Eastern Standard Time
Important note: It is the responsibility of the customer to ensure the accuracy of all order documentation. In the event of a dispute the signed investment confirmation form will be deemed to be definitive document in determining order accuracy.
Transaction costs
2020 DIRECTINVEST will execute transactions based on the following schedule:
- $20* plus GST per transaction for a buy or a sell transaction
- For multiple transaction (three or more) entered at the same time a client will be charged a minimum of $50* plus GST or $10* plus GST per transaction which ever is GREATER.
Important note: A sale of one investment and the purchase of another is by definition two transactions.
*Please also note that these transactions charges are in addition to any brokerage incurred for executing share trades with your chosen share broker and any clearing fees charged by Personal Choice eWRAP.
Please note that orders will not be executed for any of the following reasons:
* No signature on order form
* Not enough funds in Cash Account
* Incomplete order forms
 | Personal Choice eWRAP Investment Transaction Form | | Personal Choice eWRAP Super/Pension Transaction Form |
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