BT Managed Accounts offer your clients the benefits of direct share ownership while outsourcing the ongoing management and administration.
The BT Margin Loan can give your clients access to a large amount of capital and may be able to create high, accelerated returns in a short period of time.
Self Funding Instalments (SFIs) can work as part of a Borrow to Grow strategy, by enabling investors to purchase ASX listed securities in two instalments. Investors can enjoy many of the benefits of ownership of ASX listed securities, including dividends or distributions and franking credits (subject to eligibilities), with no margin calls.
The Westpac BlueChip20 is an SMA that allows investors to invest in top 20 blue chip shares. Clients can build up their investment with a minimum contribution of just $250/month.
The Westpac PEL is for individual clients, trusts, companies or SMSF's. It allows investors to create a protfolio of securities with up to 100% capital protection at maturity.
Managed funds, enables your client to pool their money with other investors, whilst accessing the expertise of specialist fund managers. If your client is investing for the first time, a managed fund can be a convenient way to enter the market.