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FIRST QUEST INVESTMENT SERVICE
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At a glance |
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Minimal Initial Deposit
Managed Investments
Listed Securities>
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$1,000
$2,000
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Min.
Additional Deposit
Managed Investments
Listed
Securities |
No Min
No Min
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Regular
Investment Plan
Minimum Initial Investment
Minimum
Regular Instalments |
$1,000
$100 or $300 per
quarter
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Minimum
Withdrawal
Managed Investments
Listed
Securities |
$500
$500
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| Minimum Account
Balance |
$1,000
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| Minimum Holding in
Cash |
The greater of 4% of your total balance
or $150
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| Express
Switching |
Yes
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| Express
Redemptions |
Yes
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| Regular Withdrawal
Facility |
Yes
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| Margin Lending
Available |
Yes
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Security
Plan
(Dollar Cost Averaging) |
Yes
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In Specie
Transfers
(Consolidating existing Investments) |
Yes
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The First Quest Investment Service offers you access to more than 100 high performing
managed funds selected from the top quartile of Australian and International
managed funds and normally only available to large corporate wholesale investors.
With the assistance of your financial adviser, you can create a tailored portfolio
to match your individual needs, and you can easily make changes to your strategy
at any time.
Most importantly, the First Quest Investment Service minimises the complexity of monitoring your investments
with the simplicity of concise, accessible regular reporting - no matter how
diversified your portfolio. Finally, you may gear your investment, or take advantage of our Security
Plan to reduce the risk of rising and falling investment values.
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