|
Lonsec PAS provides financial advisers with a seamless and cost-effective portfolio
management and administrative solution
This service undertakes all the necessary administration tasks of direct equity
and managed funds portfolio management, while financial advisers maintain full
visibility and control over transactions, records and reporting requirements.
Key benefits
- Paperwork is off-loaded to Lonsec
- Corporate actions are processed with ease
- All reporting requirements are coordinated
- Saves time spent on in-house administration work and provides an opportunity for cost savings
- Provides direct and personalised client support
Full compatibility with XPLAN
Compatibility with XPLAN financial planning software removes any need for the double-keying of transactions,
saving time and ensuring portfolio details remain in sync.
Please contact Lonsec if you wish to discuss our progress with alternative software providers.
|
Additional Features
- Online access for investors to view portfolios
- Incorporates margin lending portfolios
- Tax treatments can be added at asset, portfolio or parcel level
- Share holdings are automatically reconciled with CHESS
- Option to link CMT accounts as part of the reporting services
- Option to co-brand reports
Fee structure
To be provided on request.
Contact us
For further information about our service, please email us or call 03 9623 6300
|
 |
|
|
 |
Online viewing capabilities
The investor is able to login and view portfolio details.
sample
|
|
|
 |
Investment reporting
Lonsec will provide a comprehensive suite of quarterly reports to the end-client,
including an annual Investment Income Received Tax report.
sample
|
|