Investment Wrap

DKN's collective buying power means we are able to source and provide platforms with competitive fees.

The Investment Wrap fee calculator allows you to input expected transaction and balance information to provide a guide to the most appropriate DKN platform for your client, based on fees.

Results

The most cost effective admin solution for you is:
  Assetlink Investment Wrap AssetChoice Investment Wrap Portfolio Administrator
Acct Keeping Fee (Tiered)
Acct Keeping Fee (Fixed)
Transaction Fees
Total Fees per annum
 

Expected Transactions Per Annum

Please enter expected transactions per annum.

Expected Balances

Please enter expected holding balances per asset in the box below.
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $

This calculator tool has been designed, developed and provided by BT Portfolio Services Ltd.
These figures and comparisons:
* are based on BT Portfolio Services Ltd's ABN 73 095 055 208 (BTPS') interpretation of the administration or account keeping fees (less any commissions paid from those fees to advisers) disclosed in the disclosure documents for these platforms issued on the dates specified in the comparisons. You should note that these disclosure documents may not be current as at the date of viewing these figures and comparisons; and
* do not take into account any other fees and charges associated with the platforms or the underlying investments that may be acquired through the platforms.

Accordingly, the total costs payable in respect of the platforms will be greater than those specified in the comparisons. Further, the figures and comparisons may not provide an accurate comparison of the total costs of the platforms. The information contained in these figures and comparisons is given in good faith and has been derived from sources believed to be accurate. However, it is general information only and should not be considered as a comprehensive statement on any matter nor relied upon as such. No company in the Westpac Group nor any of their related entities, employees or directors gives any warranty of reliability or accuracy nor accepts any responsibility arising in any other way including by reason of negligence for errors or omissions.

These figures and comparisons have been prepared and are provided solely for the guidance of advisers and dealer groups registered to distribute the Wrap services and products operated and/or administered by BTPS (Wrap Service). These figures and comparisons do not constitute the provision of:
* a recommendation or statement of opinion, or a report of either of those things that is intended to influence any person in making a decision in relation to financial products; or
* general or personal financial product advice.

This disclaimer is subject to any contrary provisions of the law. These figures and comparisons may not be copied, used, reproduced or otherwise distributed or circulated without the prior written consent of BTPS.