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What is the Summit platform?
The Summit platform is a specialist portfolio administration service designed to make investing easy by performing all the day to day administration for the investor.
Established in 1992 by AXA, the Summit platform now administers over $4.5 billion for over 35,000 clients.
The Summit platform administers two distinct product ranges, Summit and Generations.
The Summit product range is best suited to the investor with diverse and complex investment needs. It provides a sophisticated suite of investment options - including managed funds and direct assets - offering solutions across both super (including a DIY product) and non-super investments, also offering insurance.
The Generations product range offers a select range of managed fund investment options for individuals with simpler investment needs. It provides solutions across both super and non-super investments and also offers insurance.
To assist with understanding which product range best suits your needs, speak to your financial adviser today.
Who is AXA?
The Summit platform is operated by AXA Australia, a part of the Global AXA Group of companies.
AXA is one of the largest financial services groups in the world with an enviable track record in meeting the superannuation, investment and insurance needs of millions of clients worldwide. AXA operates in over 60 countries and manages in excess of A$1,454 billion assets.
AXA, together with Summit, is committed to providing leading edge solutions to the Australian investment and superannuation market.
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