IOOF Pursuit

The Pursuit platform offers a range of flexible superannuation, pension and investment products designed to meet your clients’ needs.

Pursuit has three models – Focus, Core and Select – in order to serve a greater variety of your clients’ retirement and financial objectives.

As an adviser, IOOF Pursuit provides the following benefits:

Switchability – You can move your clients between products as their account balances and investment strategies change. This means you can offer them a product solution which suits their changing needs.
Competitive fees – The IOOF Pursuit fee model is designed to be competitive. Some of the highlights include:
- low administration fees for IOOF Pursuit Focus clients
- capped fees for IOOF Pursuit Select clients who have balances above $500,000
- fee aggregation for your client’s family members with multiple linked IOOF Pursuit Select accounts.
Future-ready remuneration structure – IOOF Pursuit will help you get ready for FOFA changes. We offer a fee-for-service structure together with the flexibility of our adviser service fee, meaning the cost of your advice can be deducted from the account balance.
Easy to use online functionality - Through Portfolio Online you and your clients can have control over the management and monitoring of investments. It offers a range of financial tools and reports to make it easier for you to manage and report on your clients’ accounts.
Flexible investment options – You can offer your clients a range of investment options to match their investment needs.
Adviser support -IOOF is an adviser-focussed business. We pride ourselves on being proactive, responsive and easy to deal with and we are committed to being your business partner instead of just a product provider.

IOOF Pursuit Focus

Offers low-cost access to our suite of multi-manager trusts managed by a team of skilled investment professionals.

Offers greater functionality to provide more control and involvement in the investment process.

Offers simple, easy-to-use functionality if you want a low maintenance and a straightforward investment process.