WealthPortal, SMA, IMA, Wealth Creation UMA

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Managed Funds

WealthPortal UMA offers Custodial Managed Funds through an IDPS service simialr to most Wrap platforms however the administration fees for WealthPortal's IDPS service starts at a low 0.445% (inc GST) scaling down. From as little as $500 you can purchase Managed Funds from a list of over 800 options (subject to AFSL APL limitations) with the majority of the Managed Funds on offer beingWholesale funds. Withdrawls have a minimum $1,000 limit

It may also be possible to transfer Custodial Managed Funds that you already own into the Service however you will need to lodge an equiry with WealthPortal to see if the fund that you are holding is an eligible fund. Relevant transfer fees and stamp duty (if applicable) may apply.

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Disclaimer
The advice on this page is general financial product advice only that has been prepared without taking into account client objectives, their financial situation or needs. Before acting upon this advice, you and/or your client should consider its appropriateness to their objectives, financial situation and needs. You should also read the accompanying disclosure statements.

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