We understand that every business is unique. Your licensees, advisers and clients have individual needs and requirements - that’s why we've created a tailored managed account solution, for licensees requiring a bespoke offering.

Colonial First State has a strong belief in the value of advice and we view tailored managed account solutions as a key way we can work with your business to provide more streamlined portfolio implementation, scalability and time efficiencies for you and your advisers.

Implementing a tailored managed account solution can take different forms and is flexible to a licensee’s specific requirements. Through FirstWrap, your tailored managed account is a bespoke solution developed with your licensee, designed to provide you with customised portfolios to meet the precise requirements of your business and the needs of clients. We can work with you to explore a scenario that balances timeline requirements and your needs – from simple to more complex.₁

₁Tailored managed account solutions are subject to approval by AIL

Tailored managed account solutions

Option 1

Create your own tailored managed account solution with one of our approved REs.

Option 2

Create your own tailored managed account solution with your choice of RE.

Option 3

Other individualised managed account solutions tailored to suit your advice business.

A whole or part portfolio solution – the choice is yours

A tailored managed account gives your licensee a way to showcase its investment capability by selecting and managing portfolios designed for your clients. Whether leveraging your licensee’s in-house investment expertise or outsourcing to a professional portfolio manager, a tailored solution can provide flexibility to build and manage portfolios specifically designed with your business and clients in mind.

A tailored managed account is a flexible portfolio management solution. You can use it for all your clients, or a select few. You can invest your clients' funds into a specific portfolio, combination of portfolios or combine it with other investment vehicles – like cash, shares, managed funds or term deposits.

 

What’s more, a tailored managed account allows you to customise your clients' portfolios to reflect their ethics and social values, tax position or income needs. This means you can create a bespoke investment portfolio without the administrative burden.

Key features

Licensee designed

Licensee designed solution to meet your individual business requirements.

Act as portfolio manager

Licensees may act as the portfolio manager and implement their own investment philosophy, or an external portfolio manager may be appointed. Portfolios may be limited to a licensee’s advisers only.

Ongoing support

Ongoing implementation support from Colonial First State and support for other bespoke business requirements.

Developing a tailored managed account solution requires clearly defined roles and responsibilities between a licensee, their chosen Responsible Entity or MDA operator, the portfolio managers, and Colonial First State.

Ready to start a conversation?

We’re on hand to help make the transition to a CFS tailored managed account solution as smooth as possible. Our Business Development Managers will work with you to show you how to implement the solution and portfolios for your client’s needs.

Unleash in ways you never thought possible

Get in touch

For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.

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This webpage provides general information for the adviser only and is not to be handed to any investor. It doesn‘t take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The CFS Edge PDS, IDPS Guide and FSGs can be obtained from www.firstwrap.com.au or by calling us on 1300 769 619 and FirstChoice PDSs and the FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36.