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The Personal Choice eWRAP Service provides investors with an intelligent and comprehensive platform which streamlines the management of investments whilst providing the ability to maintain a diverse and flexible investment account by reducing administration burden. This is a badged version of the Asgard eWRAP and has the same investment menu with lower administration fees.
Personal Choice eWRAP provides investors with a total solution to achieve their investment goals. Investors have access to consolidated transaction reporting from the various investment managers and listed entities you are invested with, via continuous online access available 24 hours a day, 7 days a week.
Most wrap accounts (including badged versions white labelled by adviser groups) are accessible only via an adviser with the accompanying extra adviser fees. The key difference with the 2020 DIRECTINVEST Personal Choice eWRAP is investors can access this without an adviser by utilising our low cost transaction service.
The Personal Choice eWRAP platform is a single, easy-to-use, electronic wrap account which gives investors access to cash, managed investments and shares. Personal Choice eWRAP is available as
Each account provides you with access to an extensive range of wholesale and retail managed investments as well as ASX listed securities.
Please note the suggested minimum investment for Personal Choice eWRAP is $100,000. You may invest with less but minimum fees are charged based on a $100,000 balance.
| Fee Disclosure |
| 2020 DIRECTINVEST may receive a percentage of the administration fee paid on Personal Choice eWRAP accounts. This is based on a volume bonus paid to participating dealer groups by Personal Choice Portfolio Services Pty Ltd and ranges from 0.045% -0.31%. This is paid from the eWRAP administration fees and is NOT an additional charge to the investor. |
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| 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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| Risk Advice | Not sure about the right level of risk cover? Life insurance advice with commission rebates. more info
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