|
Intrinsic Service Comparison |
Managed Discretionary Accounts |
| |
Foundation |
Personal |
Private |
|
INVESTMENT MANAGEMENT |
FIA |
PIA |
PIM |
|
Professional investment managers |
ü
|
ü
|
ü
|
|
Professional investment process |
ü
|
ü
|
ü
|
|
Professional risk management processes |
ü
|
ü
|
ü
|
|
Choice of one or more investment styles |
ü
|
ü
|
ü
|
|
FOCUS ON CLIENTS |
|
|
|
|
Independent advice |
ü
|
ü
|
ü
|
|
Agreed investment program |
ü
|
ü
|
ü
|
| Complete review of
investment program annually |
ü
|
ü
|
ü
|
| You
own the investments directly |
ü
|
ü
|
ü
|
| Your portfolio is
separately managed |
ü
|
ü
|
ü
|
|
Web based access to portfolio |
ü
|
ü
|
ü
|
| Rebate of any
commission received on your CMT |
ü
|
ü
|
ü
|
| Monthly, quarterly,
yearly saving plan |
ü
|
ü
|
ü
|
| Monthly, quarterly,
yearly income plan |
ü
|
ü
|
ü
|
| New investments &
withdrawals at anytime |
ü
|
ü
|
ü
|
| Change investment
program at anytime |
ü
|
ü
|
ü
|
| Separation of
investment and custody roles |
ü
|
ü
|
ü
|
| Deep tailoring of
portfolio
according to your requirements |
limited |
ü
|
ü
|
| Your
own Portfolio Manager that you can talk to anytime |
ü |
ü
|
ü
|
| Option to create
your own portfolio |
|
ü
|
ü
|
| Deferred
fee option |
|
ü
|
ü
|
|
TAX MANAGEMENT |
|
|
|
|
Focus on your after tax returns |
ü
|
ü
|
ü
|
|
PAYG reporting |
ü
|
ü
|
ü
|
| Option to aggregate
fees against one account |
|
ü
|
ü
|
|
Portfolio Management to suit your tax circumstances |
|
ü
|
ü
|
|
Tax planning– CGT, Franking Credits, Div Reinvest Plns |
|
ü
|
ü
|
|
ADDITIONAL PORTFOLIO SERVICES |
|
|
|
|
Elevated level of portfolio tailoring |
|
|
ü
|
|
Access to Intrinsic Risk Program |
|
|
ü
|
|
Individual portfolio risk and return projections |
|
|
ü
|
|
General economic advice |
|
|
ü
|
|
General advice on managed investment products (1) |
|
|
ü
|
|
Private investment briefings (1) |
|
|
ü
|
|
Opinions on private equity investments (1) |
|
|
|
