Regular Reports

The First Quest Retirement Service provides half-yearly and annual member statements, with additional copies of the last report available free of charge on request. This report brings together information from all of your investments, including:

• income received from assets and investments
• nominated beneficiary instructions
• fee information
• performance data on your selected investment option(s), and
• risk insurance coverage.

The report provides both a consolidation of your position and information about each individual investment (including managed funds and listed securities).

Annual Report

In addition to regular reports you will also receive an annual report providing information about the First Quest Retirement Service as a whole.

One regular report no matter how diversified your investment

Generally, a diversified portfolio means multiple pieces of paperwork. Even if you invest with only two or three institutions or funds, you will receive information at different times and in different formats and it can quickly become a paper nightmare. However, First Quest consolidates your investments into one total financial picture. Regardless of how diversified your portfolio is, you will receive only one set of easy to understand correspondence.