Investing via an online platform is a fast, easy and powerful way of managing your investments.
Partnervest has been developed to take advantage of modern technology and allow you to:
- Monitor your investments 24/7.
- Access a wide range of investment options.
- Build a ‘whole of portfolio’ view by listing your investments in one place.
- View and print a wide range of reports at any time.
To update your details please log in to the Secure Portal and complete the Change of Details form.
Contact the Client Care Team on 1300 734 416 or via email firstname.lastname@example.org.
The Term Deposit rates are available via the Secure Portal.
If you have a complaint, please contact our Privacy Officer via the following:
Phone: 1800 673 776
Mail: PO Box 24011, Melbourne VIC 3001
Your complaint will be acknowledged in writing and upon investigation of the matter respond within 45 days of receipt of your complaint (or longer if agreed by you).
If you are not satisfied with the response, you can contact the Australian Financial Complaints Authority (AFCA) at:
Australian Financial Complaints Authority
GPO Box 3
Melbourne VIC 3001
Phone: 1800 931 678
- $10,000 per Model Portfolio
- $1,000 per Managed Fund
- $5,000 Term Deposits
In addition to these investment minimums, an initial deposit and ongoing balance of $2,500 must be retained in the Cash hub at all times.
The initial and additional investment minimums are $100 per month subject to minimum investment and Cash Hub requirements.
The minimum for the Regular Withdrawal Plan is $100 per month subject to minimum investment and Cash Hub requirements.
All dividends and distributions are paid into your Cash Hub unless you choose to reinvest. Reinvestment can be implemented via the Secure Portal.
A Model Portfolio is an investment portfolio that comprises a range of Managed Funds. You beneficially own the assets, which are held by the custodian on your behalf. Model Portfolios cater for a range of investor needs, risk profiles and objectives. Each Model Portfolio has a specific Strategic Asset Allocation (SAA) set by Partnervest.
No, Partnervest puts you in control and allows you to access and manage your own investments online at any time. In the Secure Portal, you’ll find everything you need to transact on your account. Contact our Client Care team on 1300 734 496 or via email email@example.com if you need any assistance managing your account.
You are able to apply to Partnervest directly. If you would like to do so please contact us.
A comprehensive range of online reports are available to you through the Secure Portal, including valuation, asset allocation, performance, transaction and tax.
Yes. Online access to your portfolio is available through the Secure Portal where you can keep track of your investments and access reports.