Personal Choice eWRAP

Personal Choice eWRAP is a badged version of the Asgard eWRAP and provides access to wholesale managed funds and ASX listed securities in a single investment platform. Unlike other wrap accounts, Personal Choice eWRAP is available through 2020 DIRECTINVEST without a financial adviser.

Utilising 2020 DIRECTINVEST’s low cost transaction-only service, Engineers Australia members are able to access the following Personal Choice eWRAP accounts without the usual entry, exit and unnecessary ongoing adviser service fees that undermine the cost effectiveness of wrap accounts:

A Personal Choice eWRAP account allows you to wrap all of your investments into the one simple account whilst giving you access to over 300 wholesale and boutique managed funds as well as ASX listed shares. 

Personal Choice eWRAP Investment

Investment choice
Take control of your investments with access to over 300 wholesale and boutique managed funds typically inaccessible to retail investors. Fund managers such as:

  • Fidelity
  • Aberdeen
  • K2 Asset Management
  • Platinum
  • UBS

In addition, investors can access ASX listed shares, cash and fixed interest options.

Flexibility
Managed investments can be purchased for as little as $100 per fund and investors can set up a Regular Buy facility for as little as $100 per month

Competitive fee structure
The Personal Choice eWRAP is one of the lowest cost wrap accounts in the market and has lower administration fees than the Asgard eWRAP. Fees are capped at $3 million and Asgard has negotiated management fee rebates with a number of investment managers ranging up to 40% of the fee charged which are passed onto investor in full.

Consolidated reporting and easy access
Receive consolidated annual reports and investor reports for all your investments and have continuous access to your account details via Investor Online.

Read more on Personal Choice eWRAP Investment

 

Personal Choice eWRAP Super & Pension

Achieving your retirement goals
eWRAP Super provide a consolidated account to accumulate your retirement savings which easily transfers to a tax effective pension account without selling any investments when you’re eligible.

Choice of investments
Access the same menu of available investment options as eWRAP Investment including wholesale and boutique managed funds, cash and fixed interests. Investors also have access to over 300 direct share options.

Superannuation contributions
eWRAP Super is able to receive all types of superannuation contributions including rollovers, employer, personal and spouse contributions. Contributions are made simple by direct debit, BPAY or cheque.

Insurance
A range of insurance options are available to protect your lifestyle and investments including salary continuance, life protection and TPD with premiums paid from your cash account. 

Read more on Personal Choice eWRAP Super/Pension

 

For more information on wrap accounts via 2020 DIRECTINVEST

A Personal Choice eWRAP wrap account allows you to separate product from financial advice and eliminate unnecessary percentage based adviser service fees which often add 1% pa to portfolio costs.


Visit: 2020 DIRECTINVEST Website
Telephone: 1800 352 021 outside Sydney (02 8273 2020 within Sydney)