The YourShare Yearly Cash-Back service is a great free service that works with all
providers of Investment Products where trailing fees and commissions are paid.
|
Managed Funds
|
Investment Funds
|
Cash Management Trusts
|
|
Master Trusts
|
Wrap accounts
|
Margin Loans
|
|
Agribusiness funds
|
Capital Protected Funds & Structured Products
|
|
and many more.....
|
The service is free to use and your products do not change other than: YourShare
becomes your broker, you stop paying upfront and entry fees,
and you receive a Cash-Back cheque each year. The more financial products you register with YourShare, the
more we will be able to save you in entry fees and the greater your Cash-Back cheque
will be each year.
Start Saving and Register Now
All Financial Products Are Available With YourShare
YourShare provides a comprehensive investment
supermarket where you can access all financial products.
Automatic Participation in the Yearly Cash Back Service
All new financial products taken out through YourShare
automatically participate in the Yearly Cash-Back service.
- Pay No Managed Investment Entry Fees under the YourShare
100% Entry Fee rebate. Saving you up to 6% each time you
invest.
- Cash-Back Every Year for your share of the trailing fees
and commissions your financial products generate.
Click here to use our Find a
Fund Tool.
|
 |
Steps To Make A New Investment Through YourShare
- Decide on the financial products you are interested in.
- Request the PDS and Application from YourShare.
Use the YourShare Find a Fund tool to request the PDS
and application form, or contact YourShare on 1300 554 774.
- Read the PDS carefully.
Seek professional advice if required. If you would like contact from a truly fee-for-service
professional adviser, please use the request contact
link.
- Complete the Application form in the PDS.
Attach a cheque or other payment details as specified. (Please ensure you attach
all customer identification documents as requested by the fund manager. And all
payments are made out to the fund manager and not to YourShare).
- Post the application to YourShare for checking and to ensure the YourShare dealer
stamp is applied.
YourShare Financial Services Pty Ltd
Application Forms Department
Reply Paid 394, Sydney, NSW, 2001
Why Is YourShare A Great Way To
Invest ?
With YourShare you will always pay nil entry fees and get your share of the trailing
fees and commissions generated as a result of your new and existing investments.
As an example, the table below lists the different ways you can invest savings of
$100,000 in a Managed fund with an initial entry fee of 5% and a trail commission
of 0.6% pa.
|
Way to invest
|
Initial Commission Paid
|
Trail Commission Paid Each Year
|
Amount Rebated to you
EVERY YEAR
|
|
Direct with Fund Manager
|
$ 5,000
|
Kept by the Fund Manager
|
$600 pa
|
nil
|
|
Online Broker
|
$ 5,000
|
Paid to Broker
|
$600 pa
|
nil
|
|
Financial Adviser *
|
$ 5,000
|
Paid to Financial Adviser
|
$600 pa
|
nil
|
|
Discount Fund Supermarket
|
nil
|
Paid to Discount Fund Supermarket
|
$600 pa
|
nil
|
|
YOURSHARE
|
nil
|
Collected by YourShare
|
$600 pa
|
$305 pa to you EVERY YEAR
|
* May be negotiated with adviser
Searching for new products is simple. Select the type of product you are looking
for. If you have a preferred fund manager, or particular fund, select those details
also.
|
|
|
IF YOU CAN'T FIND WHAT YOU WANT CALL US
ON 1300 554 774
|