INTRODUCING OUR NEW MANAGED DISCRETIONARY ACCOUNT SERVICE

What is a Managed Discretionary Account (MDA)?

We have partnered with a team of first-class investment specialists to bring you our new Managed Discretionary Account (MDA) service.

An MDA service offers you a selection of investment portfolios that are professionally managed without you having to be involved in every portfolio decision.

Our new MDA service has been designed to deliver you an institutionally ‘pedigreed’ investment service incorporating specialists in:

• Strategic Advice

• Portfolio Risk Management

• Fund Manager Research

• Investment Platform Technology

• MDA Investment Management

• Dynamic Asset Allocation

• Direct Equity Investing

• Exchange Traded Funds

Why a Managed Discretionary Account?

• You are comfortable delegating the day-to-day decisions about your investments to a team of specialists.

• You want confidence that investment specialists and research personnel are actively making portfolio adjustments across markets and sectors as they arise, without burdening you with paperwork.

• You want to ensure that your portfolio investments can be quickly adjusted, taking advantage of opportunities that may occur or mitigate risks.

• You want your portfolio to be managed with an eye to keeping costs reasonable and be confident there are no hidden investment fees.

• You want to ensure your portfolio is reviewed at least monthly and rebalanced quarterlywhile keeping you informed about any changes made to your investments.

• You want to receive ongoing strategic advice, at least annually, with less ongoing paperwork and a tax-effective, actively managed investment portfolio that responds quickly to changing markets and changes in taxation law.

Who is your investment specialist team?

Bongiorno will act as your strategic adviser and consult with you to determine the most appropriate investment program to deliver your desired outcome.

Philo Capital will co-ordinate the input from all parties and implement and manage your chosen investment portfolio.

BlackRock, the world’s largest global investment manager, will provide to Philo Capital the asset allocation information to implement and manage the chosen investment portfolio.

Atchison Consultants will assist the Bongiorno Investment Committee to select preferred active fund managers, track portfolio performance, and provide regular market and sector reports.

Antares, part of the NAB, will manage the Australian direct equities.

BT Panorama will provide the award-winning, competitively priced investment platform technology, similar to your online banking platform.