Our Non-Advisory Investment Placement Service
Know what you want to invest in but not sure how to start?
You also already know you don’t want to do it:
- via a Financial Planner (as you don’t want advice), or
- via a Fund Manager directly (as you don’t want to pay entry fees)
For the last fifteen years Investors Save Dollars (ISD) has offered Australian’s up to a full 100% rebate of upfront commission placement service for investors in managed investment, superannuation, pension and annuity funds.
We also give very practical assistance through the process and provide factual information about funds and the legislative environment in Australia today. We are licensed qualified advisers (not customer service operators) so we also know what we are talking about. The following links provide information on how our placement service works, plus the service we provide to clients who take up our offer:
Please click here for more information:
- Our Non-Advisory Placement Service Kit for new clients
- Our complete Service Offering for new clients
- Our Terms of Engagement Form
- Financial Services Guide (FSG) available on request
- To order a Product Disclosure Statement (Prospectus)
Please note that becoming a non-advisory placement client could allow you to qualify for a complimentary Financial Plan (Statement of Advice) in the future. This means that if you wish we can look at your personal financial circumstances and provide you with the ‘Strategic’ advice you need to meet these goals and objectives.
Please click here for more information on ‘Personal Advice’.
Note: The above files are in PDF format and require Adobe Acrobat Reader to view.
