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

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.

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.

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

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