Rebate Financial Services

Structured Investments

Structured investments include a range of alternative investment classes. Potential features include:
  • Capital protection: these products offer you the comfort of either 100% or a set level capital protection at maturity. This means that you know at the outset of the investment the minimum amount you will receive at the end of the term. Often the capital protection also makes you eligible to receive 100% leverage, so you can invest with no capital outlay.
  • Access to alternative assets: Structured investments give you the opportunity to gain access to asset classes, fund managers and markets which a retail investor would not otherwise be able to access.
  • Leverage: Some structured investments offer you internal leverage into an underlying asset or security. This means that you can enhance your investing power, without having to take out a separate margin loan.
  • Currency protection: Some investment products are offered in and delivered in Australian dollars, even where the underlying investment is foreign currency. This makes your investment performance easier to track.

Both upfront and trailing commissions on structured products vary between fund managers and individual products. Rebates are therefore set on a case by case basis, but generally follow those offered on other investment products.

If you have current investments in a structured investment prodcut simply nominate Rebate Financial Services as your advisor/broker using the form provided below. For new investments fill out a prospectus and send it to our office, we will add our dealer details and forward it to the fund manager on your behalf. Either way, by investing with Rebate Financial Services you will minimise fees, generally to $0, on new investments and potentially reduce ongoing costs because, subject to your account generating at least $20 per month in trailing fees, we will rebate you 50% of the amount, in three instalments.

Start saving fees on your managed investments, superannuation, and other financial products now.

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Rebate Financial Services Pty Ltd

Level 13/30 Collins St
Melbourne, Victoria
3000

Tel: (03) 9663 0955
Fax: (03) 9662 2044

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AFSL No: 247381
ABN: 83 004 553 931

 

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