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Product Disclosure Statements - Investments

 
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Whether you are an experienced investor or just starting out, Summit and Generations gives you choice, flexibility and control:

Speak to your financial adviser today to better understand which product best meets your investment needs.

Product range:

Summit

Summit Money Master provides a comprehensive portfolio service for personal investments. It helps you establish and maintain an effective investment portfolio through one convenient service. Summit Money Master provides you with a wide range of investment options

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Download a PDS

Summit Money Master
Issue date: 15 February 2007

Download a PDS

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Investment Menu
Issue date: 16 December 2008






Note: Until further notice, the Centro Direct Property Fund is not available for investment as advised by Centro MCS Manager Limited as Responsible Entity of the Centro Direct Property Fund. We will keep you informed of any material developments regarding the Fund when we are notified by Centro.

Summit Insurance
You may wish to consider an appropriate level of insurance to complement your financial plan. Insurance provides peace of mind and security for those unforeseeable events.

Summit provides the following insurance benefits:


Speak to your financial adviser today to find out more about the insurance options available to you.

.
Download a PDS

Summit Insurance
Issue date: 2 June 2008

Generations

Generations Investment Portfolio is a simple and convenient way to fulfil your investment objectives. It provides you with a single access point to a select range of investment options that allow you to diversify your investments broadly while the Summit platform takes care of all the administration for you. The attached offer document (IDPS Guide) includes information about the investment options available through the Generations product range.

The Generations range of products offers three types of investment options:

    • 6 multi-manager diversified
    • 3 multi-manager sector
    • 30 single manager.

Download a IDPS Guide

Generations Investment Portfolio
Issue date: 30 October 2006


Generations Insurance
You may wish to consider an appropriate level of insurance to complement your financial plan. Insurance provides peace of mind and security for those unforeseeable events.

Generations provides the following insurance benefits:
  • Death cover
  • Death and total and permanent disablement cover
  • Salary continuance cover

Speak to your financial adviser today to find out more about the insurance options available to you.

Download a PDS

Generations Insurance
Issue date: 2 June 2008


  Contact a Financial Adviser

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