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Welcome to Summit.
The Summit platform is an award-winning portfolio administration service designed to bring a diverse investment portfolio together and perform all the day to day administration and communications for the investor.
The Summit platform provides a single access point to a range of investment options and minimises the time consuming administration of your investments. The platform manages the various transactions with fund managers and your financial adviser, and keeps track of all the relevant records of your investments, on your behalf.
The Summit platform administers two distinct product solutions:
- the Summit product range– catering for the investor with more complex investment needs; and
- the Generations product range – offering simple solutions for investors with less complex investment needs.
Speak to your financial adviser today and find out how the Summit platform can benefit your investment portfolio. If you do not currently have a financial adviser, fill in the 'Contact a financial adviser' form.
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