Portfolio Administrator Wrap Solutions
The Portfolio Administrator solution is based on a reducing portfolio fee structure. It suits higher net worth clients with a very competitive base rate card and investment strategies where advisers are using sector specific funds and direct shares.
Click on the links below for further information.
Portfolio Administrator - Wrap Brochures
- Portfolio Administrator - SuperWrap
Product Disclosure Statement
Important Notice - Appointment of new Trustee - Portfolio Administrator - Investment Wrap
Part I - Investor Short Guide
Part II - Additional Information and Terms
Portfolio Administrator - Wrap Essentials Brochures
- Portfolio Administrator - SuperWrap Essentials
Product Disclosure Statement
Important Notice - Appointment of new Trustee - Portfolio Administrator - Investment Wrap Essentials
Part I - Investor Short Guide
Part II - Additional Information and Terms
BT Insurance Brochures (Wrap and Standalone)
- SuperWrap/SuperWrap Essentials
Insurance Booklet
Note: The Insurance Booklet must be accompanied by a copy of the BT Protection Plan PDS. - Wrap/Wrap Essentials/SMSF/Standalone
BT Protection Plan PDS
Find out more
To find out more about how Portfolio Administrator, or any of DKN's Wrap Solutions can support you and your business contact one of our dedicated Business Development team.
Click here to order a PDS online.
