Midwinter to release investment switching module

9 October 2009 | by Benjamin Levy

Print this article Comments Bookmark and Share

Midwinter Financial Services is planning to release an investment switching module to allow advisers to switch investment platforms.

The new module will be research based and product specific, allowing advisers to move all of their underlying shares, managed funds, separately managed accounts and exchange traded funds automatically from platform to platform.

The full range of investment products with the associated fees and asset allocations will be automatically built into the product, said Midwinter's general manager, strategy and technical services, Matthew Esler.

“We were the first to market superannuation switching which is product specific and we were by far and away the leaders on that front,” he said.

Midwinter launched a pension to pension and pension to super switching module in June this year.


Tags: investment switching | Matthew Esler | Midwinter Financial Services | super switching

Just in:


Add a new comment

Enter the code shown:

1MMFPAAFAmerger Do you support a merger of the Financial Planning Association and the Association of Financial Advisers?
 
52%
 
3%
 
45%

News Roundup

Sponsored links

The Blue Book Directory

Recent comments

Recent tweets