We have partnered with OpenWealth to administer our online investing solution - which enables you to access our professionally managed investment portfolios and engage with our investment updates.
Information about how the solution works and the investment portfolios available can be found in the Product Disclosure Document (Parts A and B) and the Investment Menu, located via the Key Documents link. This information will enable you to make an informed decision as to whether this solution is appropriate for you.
Once you have opened your account we will make all investment decisions relating to your portfolio, and keep you up-to-date with any relevant changes. You can relax, knowing your investments are being looked after by our team of professionals. You can keep track of your portfolio and any updates from us via your Investor Portal and the OpenWealth app. A number of different reports are accessible via your Investor Portal, and full year tax reporting will also be provided to you.
OpenWealth is provided via the OpenInvest Portfolio Service, ARSN 628 156 052, an IDPS-like managed investment scheme registered with and regulated by ASIC under the Corporations Act. All investment decisions relating to your portfolio are made by us, with the buying and selling of securities and other administration tasks undertaken by the Responsible Entity, OpenInvest Limited (ACN 614 587 183, AFSL 504 155) and its administration entity, OpenInvest Holdings Limited ACN 618 128 859 (collectively, "OpenInvest" or "the Administrator").
If there is anything we can do to help, please contact us as follows:
- via the online Chat box (Mon-Fri: 8am - 6pm AET)
- call us on 1800 951 231 (Mon-Fri: 8am - 6pm AET)
- email us at firstname.lastname@example.org