CASH BACK ON NEW INVESTMENTS
All Financial Products Are Available With YourShare
YourShare provides a comprehensive investment supermarket where you can access all financial products to invest in;
 |
- Managed funds
- Superannuation
- Insurance Policies
- Pensions, Annuities
- Master Trusts, Wraps accounts & Investment platforms
- Margin loans
- Cash Management Trust
- Agribusiness Funds
- Capital Protected Funds & Structured 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 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.
Locating Your Next Financial Product
Use the Investor Tools, Financial Calculators, Insurance Request and Find a Fund functionality to search for your financial products. View Product Disclosure Statements (PDS) to compare products, past performance, asset allocations, investment styles, MER, and risk measures.
If you can not locate the products you are interested in, contact YourShare and we will locate the product and have the Prospectus and Application documents sent to you within 24 hours.
Steps To Make A New Investment Through YourShare
1. Decide on the financial products you are interested in.
There are many great sources of research – fund brokers, online fund research, investment and superannuation magazines, or financial advisers. Go to the
Fund Research page for great sources of FREE fund research material.
2. Request the PDS and Application from YourShare.
Use the YourShare Find a Fund tool to request the PDS and application form, or conatct YourShare on 1300 554 774.
If you can not locate the fund you are interested in, contact YourShare and we will locate the fund and have the Prospectus and application form sent to you within 24 hours.
3. 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.
4. 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)
5. Post the application to YourShare for checking and to ensure the YourShare dealer stamp is applied.
The YourShare dealer stamp notifies fund managers that you are a YourShare client and that you are to receive 100% rebate of entry fees, and that you will participate in the YourShare Yearly Cash Back service.
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.
| Ways 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 |
$300 pa to you EVERY YEAR
|
* May be negotiated with adviser
