Products
The Summit platform administers two distinct product ranges, Summit and Generations. Both provide portfolio solutions for super, pension and non-super investments and also offer insurance.
Summit product range – best suited to investors with diverse and complex investment needs. It provides a sophisticated suite of investment options including managed funds, direct shares and exchange traded funds (ETFs).
Generations product range – suited to individuals with simpler investment needs as it offers a select range of managed fund investment options.
To assist with understanding which product range best suits your needs, speak to your financial adviser today.