IOOF Pursuit is purpose-built to give you the freedom and flexibility you need to make the delivery of advice simpler and more efficient. By providing true choice and smart functionality together with a commitment to personal service, IOOF Pursuit has everything you need to manage your clients' portfolios simply and easily.
IOOF Pursuit can be adapted to suit the way you provide advice and the types of clients you service by providing:
- Switchbility: With providing choice between Pursuit Focus and Pursuit Select - IOOF Pursuit makes it easy for you to meet your clients' needs as they change over time.
- Flexible remuneration: Choose from a range of remuneration options including a one-off flat dollar advice fee, or a flat dollar, flat percentage or tiered percentage-based ongoing advice fee.
- Smart online functionality: You and your clients can view and monitor investments through Portfolio Online, plus you can access the tools, resources and reports you need to make day-to-day administration simple and easy.
Wide investment choice
The extensive investment menu available through IOOF Pursuit gives you the freedom to put the right portfolio in place for your clients, no matter what their goals or your desired level of involvement.
Simplify investment selection with MultiMix
IOOF Pursuit provides access to our highly-regarded range of multi-manager trusts, IOOF MultiMix. This provides you with an easy way to simplify your clients’ investment selection process while accessing a diverse mix of specialist investment managers and investment styles.
Create custom-built portfolios
The wide range of investment options on IOOF Pursuit Select allows you to build customised portfolios that suit your clients’ individual goals. You and your clients can choose from:
- 300 plus carefully selected managed funds from both large and boutique fund managers
- Twice monthly term deposits from NAB and Adelaide Bank
- Short term guaranteed annuities from Challenger
- ASX 300 listed securities, including a range of exchange traded funds and other approved listed securities. Clients in the Pursuit Select Investment Service also have access to:
- all fully paid and preference ASX securities
- a choice of margin lenders.
IOOF Pursuit makes it easier for you to put the right insurance cover in place for different clients by giving you access to:
- competitve group insurance options
- a choice of three leading retail insurance providers; AIA, TAL and Zurich.
The fee structure of IOOF Pursuit can help you lower overall costs for clients in a number of ways:
- no transaction fees
- low, flat administration fee in Pursuit Focus
- fee aggregation and capped fees in Pursuit Select
Powerful online capabilities
With the convenience of transacting on all investments in one place, simultaneous buy/sells, straight-through-processing and built-in validations, IOOF Pursuit makes it easy for you to administer your clients' accounts online quickly and efficiently. Learn more
A flexible, full service platform that allows you to manage customised portfolios simply and easily by giving you the freedom to choose what's best for you and your clients, every time.
A cost-effective solution for clients that don't have complex needs but still need access to quality investment and insurance options.
Want to know more?
Call your local IOOF BDM today to find out how IOOF Pursuit can help you and your clients. Find you local IOOF BDM