With over 20 years of operation, First Choice is a large-scale master trust platform, managing $114 billion under advice and utilised by 3,000 active advisors serving over 300,000 clients. The platform is seen as complementary, offering a broad range of solutions for client needs. This webinar discusses the unique positioning and structure of the platform and introduces the new Infinity Portfolios launched on the platform.
More info here on the First Choice Managed Accounts
The presentation pack and summary notes are available below.
This post has been prepared by Infinity Capital Solutions Pty Ltd (ABN 41 621 447 345) (AFSL Number 515762) (ICS). By reading or otherwise attending this presentation, you (the reader, recipient, or attendee) agree to be bound to the below terms and conditions.
This post and any supporting materials may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we may have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement and/or Target Market Determination before making any decision to purchase that financial product. The material in this post is correct and complete as of the date it was posted. Infinity is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on any information contained within this post.