Fiducian Investment Service

Simplicity, control and convenience

The range, variety and investment philosophy of our Fiducian investment funds allows our clients, whether new to investing or highly experienced, turn their hard-earning savings into accumulated wealth to achieve their long-term goals.

An investment portfolio, whether big or small, needs monitoring and administration: tax reporting, performance analysis, transaction records of investments, dividends and withdrawals. For investors with multiple separate share holdings and managed funds, this can mean a lot of paperwork chasing, especially at tax time. In addition, it can be difficult to get an overall picture of the collective performance of your portfolio.

The Fiducian Investment Service takes all these headaches away, and has many other benefits besides. It’s a streamlined process that lets you and your financial planner manage all your investments through a centralised portal, and access consolidated reporting.

Benefits of the Fiducian Investment Service

One of the main advantages of investing through Fiducian is the consolidation of assets for your reporting. You receive:

• One tax statement – a single document for all your investments that you can hand to your accountant
• One report each quarter with your account balance and investment performance – although of course you can check these whenever you want to via your online account login.

Further benefits include:

• Cost savings via wholesale fund pricing, which isn’t readily available if you directly acquire managed funds as a retail investor
• Your Financial Planner manages your transactions – you don’t need to do a thing
• A cash account where you can park funds while pondering your investment decisions or for the proceeds of any investments you sell
• Consolidated reporting with half yearly statements
• Our Fiducian Online service enables you and your financial adviser to better keep track of your investment goals via a single access point
• A share administration service if you want to buy or sell shares directly