Accountants
In conjunction with you, we can offer your clients professional investment management services.
The accounting profession has been pretty much excluded from main stream financial services, but not any more!
- Overview |
- Tax |
- Quality |
- Revenue |
- Control |
- Fee Sharing |
- Less Paper |
- Partners |
- Fast
Share Our Fees
Further build your business by sharing our fees. We can pay you a referral fee should your client choose to use our investment management services. Some practices may wish to enter into a strategic alliance with us and activley promote Intrinsic to their clients, in which case we may be able to negotiate other fee arrangements with your business. Please call us to discuss.
If you are the holder of an Australian Financial Services Licence, then a number of fee sharing arrangements are also available to you. For example, we only charge an investment management fee from which an attractive trailing commission is available to you. Importantly, that allows you to negotiate with your client a set of fees for the services you have provided, in a way that is unconstrained by caps set by the product issuer (i.e. the investment manager).
Further build your business by sharing our fees. We can pay you a referral fee should your client choose to use our investment management services. Some practices may wish to enter into a strategic alliance with us and activley promote Intrinsic to their clients, in which case we may be able to negotiate other fee arrangements with your business. Please call us to discuss.
If you are the holder of an Australian Financial Services Licence, then a number of fee sharing arrangements are also available to you. For example, we only charge an investment management fee from which an attractive trailing commission is available to you. Importantly, that allows you to negotiate with your client a set of fees for the services you have provided, in a way that is unconstrained by caps set by the product issuer (i.e. the investment manager).
