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In a hurry to
know about our Investment Services?
The information that follows is designed for
busy people who need to understand quickly:
Click here
to understand who we are and what we do.
We offer two investment services.
1.
Managed Discretionary Accounts (MDAs)
We offer retail and high net worth investors
four MDA investment portfolios. These are:
Our Foundation Investment Account is a
low cost MDA suitable for people
with relatively simple needs yet wanting many of the features and
benefits of an MDA. The minimum investment amount is $50,000 in
securities and /or cash to be managed.
The Personal Investment Account
is a fully featured service suitable for people with more than $100,000.
Those
investors with a $1 million+ to invest will probably be best suited to
our Private Investment Management service.
Crescent Ethical MDA
(investors wanting an ethical approach to investing).
Click here
to see more about these MDA investment services.
Click here
to compare our investment services.
Click here
to see more detail about our MDAs.
Click
here to see what investment and tax reports you will receive.
Click here to see an on-line
demonstration account.
2.
Institutional Investment Management
For investors with more than $5 million to invest we provide a
comprehensive investment service.
Click here to lean more
about our institutional investment management services.
Click here
to understand why you should consider using our investment services.
Click here
to compare our MDA products with the investment products you are using
now.
Click
here to download a copy of our MDA investment services brochure.
Click
here to download a copy of our
Financial Services Guide.
Click here to
understand our Crescent Ethical MDA investment service.
Click here to see our rates
and fees.
To become a client you will need to
complete these three steps:
1
COMPLETE OUR ON-LINE APPLICATION
Click here to start
an application for an Intrinsic MDA.
Click here to start
an application for the Intrinsic Crescent Ethical MDA.
Step 1a
Review the Information
we send you
We analyse the
information provided and send you a Statement of Advice that contains a
recommended personal investment program and our proposed fee for managing
your portfolio. You will also be sent an investment management agreement for
your perusal. All of this will be contained in an account opening pack that
we will send you (by e-mail or post).
Step 1b
Sign the Investment
Management Agreement
If you agree
with what we have said and the recommended investment program, sign and
return the investment management agreement.
Click
here if you want to read our Investment Risk Statement.
Click here if you would like to read our Privacy Statement please.
2
APPOINT OUR
CUSTODIAN
You will need
to appoint a custodian for your portfolio managed by us. (The custodian is
responsible for the safe keeping of your securities managed by us,
settlement of investment trades initiated by us on your behalf, maintaining
your security holdings (including corporate actions such as new issues),
some general administrative and provision of internet access to your
portfolio).
If you don't
already have a custodian, we have a preferred supplier of custody services
to our clients with whom we have organized a special deal for our clients.
You will need to complete their application from and read the associated
Financial Services Guide (FSG).
Click here to download a copy of our Custodian's Financial Services
Guide.
Click here to download the features & benefits of the Custodian's
Portfolio Administration Service (PAS).
Click here to download a copy of our Custodian's Application Form.
Click here to download our Custodian Additional Forms (if you
require them)
Click here to see the Custodian's terms and conditions.
Click
here to see our instructions on how to complete the Custodian's
application form.
If
you already have a custodian click here.
3
OPEN A CASH MANAGEMENT ACCOUNT
You will need
to open a cash management account dedicated to the portfolio to be managed
by us. Most banks don't provide cash management accounts suitable to be linked
into our preferred custodian. Macquarie Bank does have such an account
and there a special benefits available to clients of Intrinsic if you use
the Macquarie Bank Cash Management Trust (CMT), including earning a higher
interest rate.
Click here to download a copy of the Macquarie Bank CMT features &
benefits guide.
Click
here to download a Macquarie Cash Management Trust (CMT) application form.
In
order to save you time, you will find that some questions on the application
form have already been completed. You will be redirected to the Macquarie
Bank web site.
Click
to see our instructions on how to complete the Macquarie (CMT)
application form.
However, if you wish to complete a blank application please
click here.
After you complete the application form
please return it us.
1.
INVESTMENT STRUCTURES
Don't want to have investments in your
name or joint names? Then you will need to acquire an investment
structure.
Click here to see how to acquire an investment structure.
The main choices you have are:
2.
INVESTMENT ADMINISTRATION
If you have decided to take control of
your investment portfolio you have two choices.
These are:
-
Do your own investing and portfolio
administration;
-
Stay in control but outsource
investment management & administration to others
Click here
to see why option 2 using one of our MDAs may be the best option for you.
3.
EQUITY FINANCE / MARGIN LENDING
We can manage your portfolio if it is
funded using equity finance / margin loan.
Click here to
understand equity finance / margin leading.
4.
TIPS TO REDUCE YOUR TAX
Click here to find tips
on how to reduce your investment tax
5.
TIPS ON MAKING MONEY
Click here to find tips on
making money in the share market.
6.
VARIOUS FORMS & MANUALS
Check here to see what information & documents we will need to open your
account
Click here to download our 100 point check form
Click here to download the Portfolio Administration Service (PAS) user manual.
Click here to download a form for transferring shares from your existing
sharebroker (broker sponsored shares) to PAS
Click here to download a form for transferring shares sponsored by your
company (issuer sponsored shares) to PAS
Click here to download a copy of the Macquarie Bank CMT periodic payment
form.
Click here to download a copy of the Macquarie Bank CMT withdrawal form.
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