Colonial First State FirstChoice and FirstWrap have been ranked #1 for overall platform service in the 2017 Wealth Insights Platform Service Level Report.
And how did we get to be #1?
With hard work, and by listening to you. Colonial First State place a great deal of emphasis on the Wealth Insights survey as it provides valuable feedback on what advisers like about our platforms and, even more importantly, what areas we can work on.
Behind the scenes there has been an unrelenting focus on platform innovation, administrative efficiency, and to drive value for you and your clients.
This focus has awarded us the top two spots across a number of attributes: Technical Support, Image and Reputation as well as Administrative Support. And, just like in your own business, it has been through the hard work of the whole team that outstanding results are achieved.
Over the last year we’ve made changes. Changes that you told us you wanted, to enhance your platform experience, to make it easier for you to do business and to support you in helping your clients achieve their lifestyle goals.
- We’ve added more investment options and made improvements to platform navigation
- We’ve made enhancements and added new product offerings, including ‘same-day Record of Advice’ on FirstChoice and a new cash management solution on FirstWrap
- We’ve dedicated ourselves to creating administrative and service efficiencies in our business, to benefit yours.
And there’s more to come.
It doesn’t stop. 2017 is another year of innovation and enhancement. We will continue to listen to adviser feedback from the latest survey and continue to work hard to make changes that benefit you and your clients.
We’ve already made a start
- Colonial First State will soon launch its new online application tool, e-Setup, delivering a more simplified and streamlined way of establishing new accounts in FirstChoice.
- We’ll also be enhancing our capabilities to provide managed account solutions across FirstChoice and FirstWrap.
We’re extremely proud of this recognition and we’d like to say thank-you to you all for your ongoing support, and for helping us to achieve this fantastic result.
Find out how FirstChoice and FirstWrap can help you. Click here or contact your Business Development Manager.
Disclaimer:
Adviser use only.
This document has been prepared by Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (CFS) based on its understanding of current regulatory requirements and laws as at 10 May 2017. CFS is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. CFS also issues other investment products made available under FirstChoice Investments and FirstChoice Wholesale Investments, other than FirstRate Saver, FirstRate Term Deposits and FirstRate Investment Deposits which are products of the Commonwealth Bank of Australia ABN 48 123 123 124, AFS Licence 234945 (the Bank)
Colonial First State Custom Solutions is the registered business name of Avanteos Investments Limited ABN 20 096 259979, AFSL 245531 (AIL). AIL is the operator of a number of investor directed portfolio services (IDPS’) including FirstWrap Plus Investments, is the trustee of a number of superannuation funds including Avanteos Superannuation Trust (ABN 38876 896 681) which includes FirstWrap Plus Super and Pension, and provides custodian and/or administration services in relation to superannuation, IDPS, IDPS-Like and managed discretionary account (MDA) products.
CFS and AIL are a wholly owned but non-guaranteed subsidiaries of the Bank. The Bank and its subsidiaries do not guarantee the performance of FirstChoice or FirstWrap products or the repayment of capital from any investments. While all care has been taken in the preparation of this document, no person including CFS, AIL or any member of the Commonwealth Bank group of companies accepts responsibility for any loss suffered by any person arising from reliance on this information. This document provides general information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs.
Clients should read the PDS before making an investment decision and consider talking to a financial adviser. FirstChoice PDSs can be obtained from colonialfirststate.com.au or by calling us on 13 18 36 and FirstWrap PDSs from your adviser.
