1. Q
Choice
Simplicity
Fr#dom
1choice
ASGARD offers you...
• Elements – Construct an investment
profile to suit your individual
needs from a premium range of
managed investments from leading
investment managers.
• Managed Profiles – construct your
own investment profile from more
than 200 managed investments and
receive paper-based reporting
• eWRAP – access managed investments,
shares and a competitive cash offering
through a single online account.
• Specialist solutions including self managed
super, shares and margin lending.
As an ASGARD investor, you...
can build a diversified portfolio to suit
your particular needs.
2confidence
ASGARD offers you...
access to reputable and experienced fund
managers with a proven track record in
investment management, technical
expertise and administration.
As an ASGARD investor, you...
can invest with confidence.
3wholesale fees
ASGARD offers you...
access to a range of investments at
wholesale prices. Platforms provide access
to wholesale funds that are not normally
available to investors with less than
$100,000 to invest. Due to ASGARD’s
buying power, we have negotiated even
lower fees with many fund managers
which we pass directly on to you.
As an ASGARD investor, you...
benefit from wholesale fund manager fees.
4flexibility
ASGARD offers you…
investment flexibility to switch between
investment managers and products, free
of ASGARD switching fees, at any time.
As an ASGARD investor, you…
can alter your financial strategy to suit
your changing needs and lifestyle.
ASGARD offers a comprehensive
range of premium investment,
superannuation and pension
products and award-winning
customer service. Here are just
10 of the reasons why you
should invest through ASGARD:
ASGARDAustralia’s no.1 investment platform
5simplicity
ASGARD offers you...
a total administrative service where all
reporting is consolidated and investment
administration centralised, freeing you
from the hassles of paperwork.You receive
regular, consolidated transaction
statements and tax reports which detail
and summarise all your financial
information, including up-to-date portfolio
valuations and asset allocations, regardless
of the number of investments you choose.
As an ASGARD investor, you...
have choice, simplicity and freedom.
2. Q
AKGTER30804
6tailor your strategy
ASGARD offers you...
the convenience of one provider for your
superannuation, pension or investment
portfolio with a variety of investment
options, including (where applicable)
regular savings plans; regular withdrawal
facilities; flexible pricing options; binding
death benefit nominations and gearing.
As an ASGARD investor, you...
can tailor your investment strategy to
meet your individual needs.
7DIY superannuation
ASGARD offers you…
a total solution for self-managed
superannuation, including fund
establishment, trust deed amendment
and advice, actuarial services, an
administration facility and comprehensive
investment strategy support.
As an ASGARD investor, you…
have all your ‘do-it-yourself’ superannuation
needs catered for.
8insurance
ASGARD offers you…
comprehensive insurance options to
protect your family and income.
As an ASGARD investor, you…
can insure yourself and your family against
unforeseen circumstances.
9online access
ASGARD offers you…
easy and immediate access to your
ASGARD Account information all day,
every day, via Investor Online. Investor
Online allows you to view your Account
balances, investments held, transaction
details, insurance details and asset
allocation in an easy-to-read format.
Investor Online is fast, secure and gives
you the information you need anywhere,
at any time via the Internet.
As an ASGARD investor, you…
can monitor your investments easily.
10strength
ASGARD offers you…
the strength of a leading service provider
with $17 billion funds under administration
for more than 200,000 individual and
corporate investors, backed by nearly
20 years experience in investment
administration.
As an ASGARD investor, you…
will receive award-winning service and
a solution for all your investment needs.
A I N V E S T O R O N L I N E
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eWRAP Account - AEWR
Contact Date: 06-May-2002
Activation Status: Activated
Investor Reports to Adviser: Yes
Annual Tax Reports to Adviser: Yes
Other products/services Yes
information:
Tax File Number: Submitted
Insurance: No
Monthly Adviser Remuneration: From To % pa
$0.00 $4,000.00 1.00%
$4,000.01 $8,000.00 0.60%
$8,000.01 And above 0.21%
Upfront Remuneration: Agreed maximum 1.05%
Authority to Operate: Not Granted
Investor Online: No
HIN: 12345678
eCASH Account Number: 012345 123456789
Margin Loan Account Number 12345 12345678
Regular Investment Plan (RIP): Yes
Regular Asset Withdrawal (RAW): Yes
Gearing: Borrowing Limit $50,000.00
Loan Balance -$20,000.00
Remaining
Borrowing Limit $30,000.00
Actual Gearing 69.86%
eCASH Account $51.67
Margin Loan Account -$20,000.00
Managed Funds $20,000.00
Shares $8,628.51
Account Value $8,680.18
IMPORTANT INFORMATION
This information was prepared by ASGARD Capital Management Limited ABN 92 009 279 592 Australian Financial Services Licence Number 240695.To the extent
permitted by law, no liability is accepted for loss or damage as a result of reliance on this information.
The investment information or general advice provided in this publication does not take into account any person's personal objectives, financial situation or needs
and because of that a person should consider the appropriateness of the information or advice having regard to these factors.
In deciding whether to open, or to continue to hold, an ASGARD Account, you should consider the relevant Product Disclosure Statement or Financial Services
Guide for that Account issued by ASGARD. Copies can be obtained from ASGARD or a financial adviser.
An award-winning
cricketer – Steve
Waugh chooses an
award-winning platform
In recognition of its ongoing
commitment to providing service
of the highest quality,ASGARD has
been awarded:
• Best Master Trust/Wrap –
ASGARD eWRAP Investment –
ASSET magazine Awards for
Excellence in Financial Services
2002, 2003 and 2004
• Best Master Trust/Wrap –
ASGARD eWRAP Super/Pension
– ASSET magazine Awards for
Excellence in Financial Services
2002 and 2003
• Runner-up Master Trust/Wrap –
ASGARD eWRAP Super/Pension
– ASSET magazine Awards
for Excellence in Financial
Services 2004
• Runner-up Master Fund/Wrap
Account in the ASSIRT Service
Level Survey 2003
• Runner-up Master Fund
Category in the ASSIRT
Service Level Survey 2004
Investment. Superannuation. Retirement.