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Managed Funds Broker

Managed fund broker
 
How it works

1. Complete our one page form

2. Print & sign

3. Fax or post to our office
100% entry fee rebate on existing investments

Nominate 2020 DIRECTINVEST as your fund broker on your existing investments to receive a full rebate of all future entry fees on additional investments including any regular monthly investments.


Change your broker, not your investment


There’s no need to change your investment - we’ll have the fund manager code your account for a full rebate of all future entry fees.

We offer entry fee rebates on all major Australian fund managers, including:

Advance AMP Australian Ethical
Australian Unity
BlackRock
BT
Challenger
Colonial First State
Hunter Hall
ING
IOOF
Macquarie
MLC Perpetual Zurich
 
...and many more

2020 DIRECTINVEST can become the fund broker on managed investments, superannuation and pension accounts, cash management trusts, and margin loans.


Alternatively click here to download a PDF of the Fund Broker Nomination Form to print and complete.



What are entry fees?


Entry fees are normally deducted from the initial investment as well as all additional and regular investments. This entry fee is normally paid to your financial adviser, and where you invest in a fund with no financial adviser the entry fee is retained by the fund manager. Moreover, if you invest through a financial adviser, you could be paying dial up adviser service fees of up to 2% p.a. on your investment for the life of your investment.

Why should you be penalised with high entry fees if you are executing your managed fund and superannuation decisions yourself? 2020 DIRECTINVEST will rebate 100% of the entry fee and we do not charge any adviser service fees. Click here to find out more about investment fees.


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Don't Pay Unnecessary Fees