- Investing Directly
- Investing your SMSF
- Investing your Personal Super
- Additional Investments
- Margin Lending
- Investing via IDPS or Platform
Investing via IDPS or Platform
You may access the Prime Value Funds via various Investor Directed Portfolio Services (IDPS) (commonly known as Platforms, Wraps or Master Trusts). You will be issued Class B units.
|Asgard||–||–||Visit the site|
|Ausmaq||–||Visit the site|
|BT Wrap & BT Superwrap||Visit the site|
|Hub24||Visit the site|
|IOOF Global One||–||–||Visit the site|
|Macquarie Wrap Solutions||–||–||Visit the site|
|Netwealth||–||–||Visit the site|
|Powerwrap||Visit the site|
|Symetry||–||Visit the site|
|Wealthtrac||–||Visit the site|
The above IDPS offerings are associated with a variety of “badged” versions. Please seek advice from your financial adviser. Indirect Investors do not complete the application form and do not receive reports directly from Prime Value. You should refer to the documentation relating to your IDPS or IDPS like scheme for further information, including details of any additional fees and charges that may apply.
Prime Value recommends that you contact your financial adviser for specific information on IDPSs. For general information about indirect investments, please contact us.