[Investment] Strategy Text Pack

Product Description

Comprehensive Investment Strategy Text Pack

Contains strategy text for giving the following advice:

• Managed Funds
• Shares
• Term Deposits
• Education Savings Plans
• Derivatives
• Direct Property
• Exchange-Traded Funds (ETF)
• Separately Managed Accounts (SMA)
• Insurance Bonds / Investment Bonds
• Investment Switch
• Investment Withdrawal
• Regular Savings Plan / Dollar Cost Averaging
• Retail to Wholesale Switch
• Selling an Investment

Also contains Statement of Advice strategy information pages on:

• Tax Effective Schemes
• Shares vs Property
• Debentures
• Mortgage Trusts
• International Managed Funds
• Insurance Bonds
• Instalment Warrants
• Income Securities
• Hedge Funds
• First Home Saver Account
• Endowment Warrants
• Diversified managed funds
• Converting preference shares
• Convertible investments
• Capital Notes
• Alternative Investments

Strategy text files also include key benefits of advice, key risks and disadvantages, how the advice meets your client's objectives as well as links to additional information on investments.