When you invest through Rebate Financial Services we instruct the product provider to discount or rebate all entry fees in full for your initial investment, as well as for all future additional investments and regular contributions. Many investment products have establishment fees of around 5%, this upfront saving has the potential to significantly increase your returns over the life of the investment. Where fund managers pay Rebate Financial Services an upfront commission, in most cases you will be rebated the full amount by either cheque or direct debit, once the payment has been received. There are exceptions where products do not generate trailing commission or there is a set time period for the investment, where commission rebates vary there will be full disclosure of what is received by Rebate Financial Services.

If you have an existing investment or any other financial product, either directly or through a financial planner, you may be paying entry fees and trailing commissions may be being made. If you do not have a financial planner, these commissions are retained by the fund manager.

Download and complete the Nomination Form below to receive up to a 100% rebate of future entry fees and up to 50% of any trailing commissions that are currently being paid to a financial advisor or being kept by the product issuer. Trailing commissions paid by financial institutions generally range from 0.20-0.60% p.a. These commissions are generally paid for out of the management fees levied against your investment are not an additional charge to you.