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Portfolio Service
The Freedom of Choice Portfolio Service offers you a comprehensive investment management and administration service that provides investors with a flexible and hassle free way to invest outside super. The Portfolio Service provides you with all the administration and service support you need to make investing easy.
The Portfolio Service enables you to gain access to a broad range of investment choices including over 100 wholesale sector and diversified managed funds and all direct shares listed on the Australian Securities Exchange (‘ASX’).
The Portfolio Service offers investors enhanced features and functionality that will enable them to achieve a greater level of investment control and flexibility necessary to achieve their overall financial goals.
Key Features
Competitive fee structure
Access to a broad range of over 100 wholesale diversified and sector funds
Access to all direct shares on the ASX
Extensive range of Socially Responsible Investment options
Secure on line access to account details and real time consolidated reporting
Share trading with choice of broker
Your Investment Options
Managed Funds 
Managed Choice-Allows you to choose from four diversified investment categories enabling you to eliminate the guess work in selecting your investments. Through utilising the managed choice options you can add a further level of diversification to your investments.
Fund choice- Allows you to select from over 100 different wholesale sector investment funds, managed by over 30 different investment managers giving you access to a diverse range of asset classes and investment styles.
Shares 
Direct Choice -Enables you to invest in all direct shares listed on the ASX. This provides you with greater investment flexibility through allowing you to choose specific Australian companies in which to invest directly.

Portfolio Service and Socially Responsible Investment
The Portfolio Service offers the most comprehensive range of Socially Responsible Investment options available via a wrap product. With 16 SRI options to choose from, the Portfolio Service is able to offer an SRI option to suit all types of investors and all types of investment needs. Our range of SRI products takes into account factors that include environmental, social, ethical and governance considerations when assessing the suitability of investments.

The Freedom of Choice Portfolio Service is certified by the Responsible Investment Association and is the platform of choice for those seeking SRI alternatives.

How Do I Get Started?
Before you start investing through the Freedom of Choice Portfolio Service you need to obtain a copy of the Freedom of Choice Portfolio Service IDPS Guide. This can be obtained from your financial adviser or alternatively you can contact our client service consultants.

Contact Us
For more information on the Freedom of Choice range of products please contact our client service consultants on 1800 806 013.

You can download a copy of the PDS here:
Adobe Acrobat PDF Download Portfolio Services Guide
Adobe Acrobat PDF Download Portfolio services Factsheet


 
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