Ord Minnett and Sentry Group switch on to Hub24

self-managed-super-fund/financial-advisers/term-deposits/chief-executive/trustee/

7 June 2012
| By Staff |
image
image
expand image

Investorfirst has announced that its Hub24 Super offering has gone live with dealer groups Ord Minnett and Sentry Group.

The platform operates under an investor-directed portfolio service (IDPS) model and includes retail super, self-managed super fund administration and wholesale banking as part of its offering, according to Investorfirst chief executive David Spessot.

The new partnerships are the first major advisory groups to begin using HUB24 Super since it switched to the IDPS model, having initially operated as a fully managed discretionary account service.

Spessot said the company has partnered with the independent trustee The Trust Company to offer the product, which provides financial advisers with access to managed funds, separately managed accounts, term deposits and listed securities.

The platform also provides accumulation, account-based pension and transition to retirement account structures, as well as access to account detail via an online portal and an iPhone application.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 19 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 22 hours ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
92.15 3 y p.a(%)
3