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IOOF Pursuit

Go further with a versatile platform that adapts to suit you

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.

Products available within IOOF Pursuit

  • Personal Superannuation.
  • Allocated Pension.
  • Term Allocated Pension (for existing Term Allocated Pension holders only).
  • Investment service.

Reasons to choose IOOF Pursuit

In-built versatility

You can adapt IOOF Pursuit to suit the way you provide advice and the types of clients you service.

Choice of two models

You can choose between two different models.

  • IOOF Pursuit Focus: A cost-effective solution for clients that don’t have complex needs but still need access to quality investment and insurance options
  • IOOF Pursuit Select: 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

Your clients can switch between IOOF Pursuit Focus and IOOF Pursuit Select at any time, making 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.

Simplify investment selection with IOOF Pursuit Focus

The IOOF Pursuit Focus menu provides access to our highly regarded multi-manager fund ranges; IOOF MultiSeries and 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.

Learn more about IOOF MultiSeries and IOOF MultiMix

Create custom-built portfolios with IOOF Pursuit Select

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
  • ASX 300 listed securities, including a range of exchange traded funds and other approved listed securities.
  • Twice monthly term deposits from NAB and Adelaide Bank
  • Short term guaranteed annuities from Challenger
  • Clients in the Pursuit Select Investment Service also have access to all fully paid and preference ASX securities a choice of margin lenders.

Multiple insurers

IOOF Pursuit makes it easier for you to put the right insurance cover in place for different clients by giving you access to:

  • competitive group insurance options
  • a choice of three leading retail insurance providers; AIA, TAL and Zurich.

Competitive fees

The fee structure of IOOF Pursuit can help you lower overall costs for clients in a number of ways:

  • no transaction fees
  • competitive tiered administration fee and capped fees in Pursuit Focus
  • fee aggregation and capped fees in Pursuit Select

Powerful online trading and transacting capabilities

Portfolio Online is IOOF Pursuit's secure, online client management site.

With the convenience of transacting on all investments in one place, simultaneous buy/sells, straight-through-processing and built-in validations, Portfolio Online makes it easy for you to administer your clients' IOOF Pursuit accounts quickly and efficiently.

  • no transaction fees
  • competitive tiered administration fee and capped fees in Pursuit Focus
  • fee aggregation and capped fees in Pursuit Select

Learn more about Portfolio Online

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