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Are you paying entry fees on existing investments?
If you already have an investment with a fund manager either directly or through a financial planner you may be paying entry fees. Nominate 2020 DIRECTINVEST as your fund broker to receive rebates on all future entry fees on additional investments including any regular monthly investments.
Change your broker, not your investment
All you need is the simple one page Fund Broker Nomination Form to stop paying entry fees. There is no need to change your investments, your account remains where it is but 100% of your money is invested with no entry fees deducted!
Simply complete and return to our office and we’ll have the fund manager code your account for a full rebate of all future entry fees.
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Investment returns usually even out in the long term however the fees you pay can have a substantial effect on your returns.
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 investment decisions yourself? 2020 DIRECTINVEST will rebate 100% of the entry fee and we do not charge any adviser service fees. |
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