Does Intrinsic Investment Management have a License?
Yes, we have an Australian Financial Services License. As an investment manager, we meet all the requirements of the Australian Securities and Investments Commission (ASIC). Our AFSL license number is 247 127.

 Who can be a client of Intrinsic?
Anyone can become a client of ours. Including, personal superannuation funds, family trusts, companies, individuals, minors, religious organizations and charitable foundations.

 Can overseas investors become clients?
Yes, clients located outside of Australia need to download our application form, complete it and return it to us. US residents are eligible but will need to contact us prior to completing the application.

 What is the minimum I can invest with Intrinsic?
Our minimums are: -
   Foundation Investment Account                $50,000
   Personal Investment Account                   $100,000
   Private Investment Management Service   $1,000,000
   Crescent Ethical MDA                               $50,000

 Can I access my investments at anytime?
Yes, simply contact your portfolio manager. Funds will be available on the fourth day after contacting us. It takes four days because the Australian share settlement system takes this long to finalise your settlement.

 Can I make regular cash deposits and withdraws?
Yes, details are contained in our Application to Become a Client booklet.

 Does Intrinsic hold my investments?
No, we don't hold your securities or cash. That is the role and responsibility of your custodian. (If you don't have a custodian, you can use our preferred custodian). Thus, the roles of investment management and safe custody and administration of your cash and securities are separate.

 How will I know what is happening to my investments?
Simply log in to this website. You can see your investment portfolio at anytime by going to our website and logging into the Client Portfolio area. In addition, we will send you a copy of your portfolio each quarter. Of course, you can call your portfolio manager at any time to discuss your portfolio.

 How do I shift my superannuation money to Intrinsic to manage it?
If you already have your own self managed superannuation fund, just sign our investment management agreement and we will do the rest. If you don't have your own self managed superannuation fund, you will need to buy one from an Accountant, Solicitor or from one of the many professional providers of these investment vehicles. You will need to sign our investment management agreement. Alternatively you can set up your own super fund.

 How do I transfer my super savings from my existing manager to my own SMSF?
The recent introduction of Super Choice Legislation means that you can withdraw in part or whole from you Company's staff super super and have the cash transferred into you own super fund. You will need to use a redemption / withdrawal form. However, if your company has special requirements, then you will need to ask for a form from your employer. The most likely person to ask is your Human Resources Manager. The form will ask for the name and complying number of your fund. Complete the form, take a copy and send it to the address requested. You may also wish to have your employer's on going contributions paid into your fund. You are likely to need another form to do this. On going payments will need to be made into your cash management account linked to your investment portfolio managed by us.

 How can I tell you about changes in my investment preferences or financial circumstances?
Simply contact us by phone, fax or email.

 Can you work with my Adviser or Accountant?
Yes, there is no charge for discussing your portfolio with your Adviser or Accountant.

 Do I have to complete all of the Application to Become a Client booklet?
No, however the more information you provide, the better able are we to understand your investment needs and objectives as well as your financial circumstances. There are however some compulsory questions that must be competed in order to become a client of ours. We encourage you to spend time completing the Application. After all, it's a significant investment you are making.

 How you I stop being a client of Intrinsic?
Simply tell your portfolio manager and then send us an e-mail, fax or letter stating the same.

 How safe are my investments?
Your portfolio managed by us will predominately be invested in listed securities and cash. As a result, your investment portfolio is subject to fluctuations caused by changes in market conditions and circumstances specific to individual securities. While we expect to see appreciation in the value of your portfolio over time, there may be periods where its value falls. Our Risk Disclosure Document and Financial Services Guide contain information about the risks of using our investment services.

 Why dcan't I see some of the pages on this web site properly?
You need to ensure you are using the latest version of your internet browser software (e.g. Microsoft Internet Explorer). This website works best with Internet Explorer. All internet browsers have strengths and weaknesses, and not being able to see some pages properly is a common problem. Moreover, browsers are frequently updated particularly in relation to security matters and internet standards, so make sure you have the latest version of your browser installed. In addition, your computer may not have software installed to properly see some of the features of this website. If so you, you may need to download Adobe Flash Player or a recent version of Adobe Acrobat Reader software to read the PDF files on this site. All this software is free.