We are excited to announce a new product solution for your clients – E-PROCESS!
With a fixed fee price of $990 ($82.50/mth) for administration and a reduced yearly audit fee of $250 it is an affordable product with the same high quality features you expect from us.
E-Process is a wholesale, download only solution. This means it applies to a restricted list of products that have proven to download to our systems without the need for manual intervention. To qualify, a fund must have a Macquarie Bank Cash Account, be paying monthly fees and only have investments in the following options for the full financial year.
• BT Wrap
• Colonial First State
• Macquarie Wrap
• ANZ Share Investing
• Bell Potter
• Wilson HTM
• NAB Trade
• CommSec
If a fund starts the year on E-Process, then invests outside of these parameters, its pricing will revert to the standard pricing of $160/mth for the rest of the year. The yearly audit fee will also revert to the standard pricing.
