Introducing FirstWrap, the new partner of favourite FirstChoice.

To sit alongside FirstChoice, Australia’s most popular platform1, FirstWrap, an award-winning service wrap2, has been launched.  FirstWrap is a premium new platform, designed for investors with more sophisticated investment needs.

FirstWrap Logo

FirstWrap lets you effectively manage and implement comprehensive investment portfolio. You can choose from over 250 managed funds across a broad range of asset classes, as well as shares, term deposits, unlisted investments and property syndicates.

All of these investments are administered through the one service^, meaning you and your adviser can easily review your entire portfolio, transact, manage administration of your investments and receive a consolidated statement to simplify completing your tax return.

FirstChoice Logo

FirstChoice offers great value, real choice and award winning service.

With FirstChoice, you can access a range of over 1004 investment opportunities – from well-respected Australian and international fund managers, including specialist ‘boutiques’, across different asset classes like shares, fixed interest, property and cash – all in the one place.

FirstChoice’s award winning service also means consolidated tax statements commence mailing in July.

FirstWrap & FirstChoice – now you have a choice of platforms from Australia’s largest wealth management organisation.3


  FirstWrap FirstChoice
FirstWrap provides access to a comprehensive range of managed funds, listed securities and unlisted investments. FirstChoice is a leader in providing value for money, market-leading service and a wide choice of managed funds and cash deposits.
FirstWrap FirstChoice
Minimum initial investment From $20,000 From $1,000*
Managed funds Y
More than 250
Y
More than 1004
Direct shares Y N
Cash account Y N
Cash deposit choices Y Y
Term deposits Y Y
Available in:
 -Investments
 -Super
 -Pension

Y
Y
Y

Y
Y
Y
Relationship Accessed through your
financial adviser
Either through your financial adviser or direct with FirstChoice

* When a regular investment plan is also established.  Otherwise a minimum of $5,000 applies.


More information

To find out more speak with your financial adviser, call us on 13 13 36 or click below.


FirstWrap
information
FirstChoice
information



1 Source: Wealth Insights 2008 Adviser Market Trends Report of 750 aligned advisers’ and IFAs’(non aligned advisers) frequency of total use in the past 12 months.

2 FirstWrap, previously known as the Avanteos platform, has been ranked best full-service platform in the Investment Trends Platform Report 2008, 2007, 2006.

3 The Colonial First State Group is Australia’s largest investment and superannuation manager with over $140 billion in funds under management and administration as at 1 June 2009.

4 FirstChoice 106, FirstChoice Wholesale 110, FirstChoice Employer Super 65 investment options.

^ Please note that at this stage, FirstWrap will retain its separate administration processes and there is no integration or consolidated reporting between FirstWrap and other products offered by the Colonial First State group of companies, including FirstChoice.

FirstChoice is issued and operated by Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL). FirstWrap is operated by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (Avanteos). Avanteos is the Trustee of the Avanteos Superannuation Trust ABN 38 876 896 681. CFSIL and Avanteos are owned ultimately by the Commonwealth Bank of Australia ABN 48 123 123 124 through the Colonial First State group of companies.  The Commonwealth Bank of Australia and its subsidiaries do not guarantee performance or the repayment of capital of CFSIL or Avanteos.

This is general information only and does not take into account any individual objectives, financial situation or needs.  You should assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision. Product Disclosure Statements (PDS) for products offered by CFSIL are available from colonialfirststate.com.au or by contacting us on 13 13 36. You should read the relevant PDS and consider whether the product is right for you. Past performance and awards are no indication of future performance.