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We are prepared to place retail fund investments on your behalf with all of the major fund managers. 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. The fund manager pays a trailing brokerage from their management fees which is not an additional charge to the investor as it forms part of the retail fund manager's MER (Management Expense Ratio). All you need to do is to go to the forms screen for the respective fund manager, 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. You complete the form and send it back together with:
Colonial First State BT Funds Manangement MLC ING Merrill Lynch AXA |