Clicky

Midwinter to release investment switching module

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.

Related News:

“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.




Related Content

Has FASEA devalued prior experience?

With key elements of the Financial Adviser Standards and Ethics Authority (FASEA) regime, including continuing professional development (CPD) having c...Read more

Advisers significantly impacted by PC

The Productivity Commission (PC) may have been tasked with addressing the competitiveness and efficiency of superannuation but its final report had fi...Read more

PC calls for higher SMSF advice standards

As a year set to be dominated by new advice training standards for financial advisers begins, the SMSF Association has welcomed the Productivity Commi...Read more

Author

Comments

Add new comment