General FAQs
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 partnervest@franklintempleton.com.
If you have a complaint, please contact our Privacy Officer via the following:
Phone: 1800 673 776
Email: auclientadmin@franklintempleton.com
Mail: PO Box 24011, Melbourne VIC 3001
Your complaint will be acknowledged in writing and upon investigation of the matter respond within 30 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
Website: afca.org.au
Reports
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.