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MLC MASTERKEY UNIT TRUSTS

We are prepared to place the following investments on your behalf with MLC Masterkey Unit Trust. There is a charge of $35 for the transaction and all entry fees will be rebated to the fund. This is done on a NO ADVICE basis. All you need to do is to put the amount you wish to invest besides the relevant fund and we will complete the prospectus and forward it to you at your address.

  • Cheque made payable to VicWide Financial Services for $35
  • Cheque for the amount of funds to be invested made payable to: MLC Investments Limited - MasterKey Unit Trust - (Your Name)
  • Signed Prospectus

Please note that a trail commission may be paid by the fund manager to VicWide Financial Services. This forms part of the fund managers MER (management expense ratio) and is NOT an additional cost to you. 

 

N.B. If you place your business directly with ING, you will pay the full entry fee which could be as high as 5% of the sum invested. 

We always recommend investing in Entry fee Retail funds via an adviser who has the ability to rebate all or part of the initial fee. Nil Entry Fee investments carry an exit fee and increased management charges for several years to recoup the costs.

 

Please provide the following contact information:

Name
Street Address
Address (cont.)
City
State/Province
Zip/Postal Code
Country
Work Phone
Home Phone
E-mail

Please provide the following ordering information:

 

Details of the funds including prospectus details can be found on the MLC Site Click Here