Product Solutions

Lowering the cost of investing

Through the Wrap Advantage program, BT and DKN Financial Group are able to leverage both scale and expertise to offer clients value for money by lowering the cost of investing.

Wrap Advantage provides financial advisers with a more competitive Wrap offering - that helps you deliver better value for your clients. The program offers a choice of high quality Funds from the Advantage Investment Series and access to award winning Fund Managers. Since the launch of the program in March 2007, Wrap Advantage has delivered cost savings of over $8.2 million, in fee rebates to thousands of clients through BT's Wrap platforms.

Wrap Advantage Fee Rebate

The Wrap Advantage fee rebate is calculated monthly as 0.10% on the average of the opening and closing balances in the Advantage Investment Series Funds held by your client.

The link below illustrates how your clients can achieve an annual fee saving of $1,104 or 15% based on a $500,000 investment of which 50% is invested into Wrap Advantage funds and 50% is invested in non Wrap Advantage funds.

Click here to read about how Wrap Advantage are lowering the cost of investing.

Advantage Investment Series Funds

Wrap Advantage gives you the ability to provide your clients with an enhanced investment solution offering fund rebates from 16 leading local and global fund managers and more than 80 funds, on the proven Wrap platform.

Click here to view the Advantage Investment Series list of available Funds.