Investment Services
JBWere Investment Services offers two types of client accounts: Broking and Personal Advice. Under the Personal Advice Service clients' assets are held in custody via JBWere (NZ) Nominees Limited.
Service Features
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Broking
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Personal Advice
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Direct access to an investment adviser
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ü
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ü
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Regular portfolio reviews
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On request
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ü
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On-line access to research
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ü
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ü
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Monthly newsletter and investment ideas emailed direct to your inbox
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ü
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ü
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On-line access to your portfolio details
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û
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ü
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Access to new issues
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ü
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ü
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Access to margin lending
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ü
(securities need to be held in a custodial account for collateral purposes).
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ü
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Investment administration, performance reporting and income reporting
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û
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ü
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Portfolio size
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Any
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>$100,000
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Access to all asset classes
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ü
(securities from outside Australia and New Zealand may need to be held in a custodial account).
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ü
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Cost
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Brokerage * of:
1.25% for order value <$20,000
1% for order value > $20,000
Minimum brokerage of NZ$75 for NZ and A$75 for Australia†
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Custodial fee of 0.15% of the portfolio value (minimum $500) plus an annual brokerage fee based on the value of the portfolio (full details available from your advisor).
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*Refer to your Advisor’s Investment Advisor Disclosure statement for more information on brokerage and fees. Additional agency and other fees apply to offshore markets. The above fees supersede those quoted in the Investment Advisors Disclosure Statements, to the extent that there are any differences.
†Clients who are not CHESS sponsored by JBWere will pay an additional A$30 on top of brokerage charges on Australian orders
If you would like more information, please contact us:
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Contact
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Phone
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Fax
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Email
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JBWere Investment Services
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0800 555 555
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0800 944 945
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jbwerenz@jbwere.com
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