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Personal Choice eWRAP is an intelligent and comprehensive wrap platform which streamlines the management of investments whilst providing the ability to maintain a diverse and flexible investment account by reducing administration burden. It is a badged version of the Asgard eWRAP and has the same investment menu with lower administration fees.
Investors with an existing Asgard eWRAP investment, superannuation or pension account (or an account with another badged version of the eWRAP platform) are able to migrate their account to a Personal Choice eWRAP account through 2020 DIRECTINVEST - please contact our office if you would like to find out more.
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Personal Choice eWRAP provides investors with a total solution to achieve their investment goals. Investors have access to consolidated portfolio and 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. As with the Asgard eWRAP, Personal Choice 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% -0.395%. This is paid from the eWRAP administration fees and is NOT an additional charge to the investor. 2020 DIRECTINVEST may also receive a trailing commission of 0.25% pa on the balance of your cash account. This is paid by Asgard and is NOT an additional charge to the investor. |
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