© 2018 Newport Asset Management

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Newport Asset Management

Newport Private Wealth Pty Ltd  (ABN 16 166 931 960)

Australian Financial Services Licence  451820

 

Terms & Disclaimer

HOW IT WORKS

How It Works

 

  1. The adviser uses their Fact Find & Risk Profile Questionnaire to determine the client's investment objectives & risk tolerance. The adviser then matches the investment objectives & risk profile to one of our Risk / Return Profiles.

  2. The adviser completes, signs and submits (scan & email) an Application Form with a completed and signed discretionary management authority form from the relevant life company.

  3. NPW will process the Application and add the policy to the DFMi database.

  4. NPW will generate and submit all deals/switches required to move the policy into the selected model portfolio.

  5. NPW will carry out any ongoing dealing / switching that is required.

  6. NPW will report quarterly on portfolio performance and market commentary.