FirstChoice campaign

The most popular platform used by 50% of Australia’s advisers†.

For the last three years, FirstChoice has rated number one in a valued adviser survey in more categories than any other platform. In fact in the latest survey it was rated number one in eight out of the twelve categories considered most important to them.* These included: timely tax reporting and transaction turnaround times; value for money; administration accuracy and online client functionality; as well as portfolio management and client reporting tools.

FirstChoice is Australia’s most popular platform† because we’re dedicated to focusing on the things that make a difference. We offer: more efficient business solutions with more great service; more value for money with some of the lowest fees in the market; and more relevant investment choice.

service.
When it comes to processing applications, distributions, switches and redemptions, FirstChoice is the fastest in the platform market. We execute same day and price and confirm transactions next day. It’s all part of the extra service that FirstChoice clients have come to expect.

value.
As FirstChoice is the most widely used platform in Australia†, we have economies of scale that enable us to pass savings on to you and your clients. As a result, our fees are some of the lowest in the market, while we continue to invest in ongoing platform enhancements. Added to that, we offer a flexible fee model, including a ‘fee for service’ option.

relevant choice.
To offer you real choice, FirstChoice has the investments most in demand by advisers and their clients. We have over 105 different funds from more than 45 fund managers, including well known and boutique options across numerous asset classes and also offer attractive cash deposit options. And for clients with more complex needs, we offer FirstWrap, a sophisticated wrap with comprehensive investment choice, award winning features and great flexibility.

Read more about what FirstChoice has to offer.

For more information contact your Business Development Manager or call Adviser Services on 13 18 36.

*Investment Trends Planner Technology report 2009, 2008 & 2007. †50% of advisers use FirstChoice and rated it the highest in more areas for main platform satisfaction. Investment Trends 2009 Planner Technology Report on 1401 aligned and non aligned advisers surveyed Jul-Sep 2009. Colonial First State - FirstChoice Investments, Wholesale Investments, Personal Super and Pension are issued by Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL). This is general information only and does not take into account any individual objectives, financial situation or needs.Investors should read the Product Disclosure Statement available from CFSIL before making an investment decision.