Are you paying entry fees on existing regular savings investments?
If you have already invested in a managed investment or superannuation fund, either directly or through a financial planner, you may be paying entry fees of up to 5% every time you add money to it. Selfinvest.com.au can stop this!
By nominating Selfinvest.com.au as your fund broker we will ensure you will not be charged entry fees on any future contributions you make to your existing investments.
What do I need to do to stop paying entry fees on my existing investments?
Step 1
Download the Fund Broker Nomination Form - Click Here
(ensure you have read the Selfinvest.com.au Financial Services Guide)
Step 2
Complete the Fund Broker Nomination Form
Step 3
Return the Fund Broker Nomination Form to Selfinvest.com.au
Fax: 03 9663 7593 OR
Mail: Selfinvest.com.au PO Box 58, Carlton South VIC 3053
Selfinvest.com.au will forward the Fund Broker Nomination Form to the fund manager and instruct them to rebate all future entry fees on your existing investments. This means that you will no longer be charged entry fees.
If you have any questions call us on 1300 780 690 or send us an email.