Managing your clients' investments
North’s investment switching capability has been recognised as one of the most intuitive and efficient processes when it comes to managing your clients' investments. Our switch tool helps to inform decisions by enabling advisers to see how a proposed switch will impact their clients’ situation, reducing the likelihood of error before seamlessly executing the required trades.
This tool enables you to:
Switch between investments without having to wait for the proceeds of a sale.
Model a client’s proposed asset allocation and investment holdings across different investment options.
Compare the current and proposed platform and investment fees and receive a summary and breakdown by investment.
Calculate impacts to a client’s cash account, cash targets and ongoing investment instructions.
Estimate the CGT implications of a particular investment switch, prior to execution.
Download pre-formatted data in Word or Excel to easily populate your Record of Advice.
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What you need to know
The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) and is general in nature. It’s important a person considers their circumstances and reads the relevant product disclosure statement and target market determination, available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.
You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Pty Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided. You can also ask us for a hard copy. North is a registered trademark of NMMT.
This tool is for illustrative purposes and is only intended to provide factual information. Any amounts shown are estimates only. It’s not intended to constitute (or be a substitute for) professional financial advice.