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Adviser updates

 

OneVue expands adviser services team

20 February 2009     Your clients who have monies invested in ShareInvest will receive our newsletter within the next few days.  In addition updated quarterly ShareInvest portfolio mandates displaying underlying fund manager performances are now available online. 

Expanded adviser services team

We would also like to introduce you to two new members of the ShareInvest adviser services team.   Francis Vinod and Pauline Maamary, both highly experienced additions to the team look forward to taking your calls.   They can be contacted along with the longer term members of the adviser services team such as Adrian Patty on The ShareInvest adviser hotline 1300 136 987. 

OneVue company news

ShareInvest’s Responsible Entity, OneVue Limited, remains well positioned to take advantage of market opportunities and continues to make significant investments in existing solutions such as ShareInvest.  We would also like to thank you for your ongoing support.  With your commitment to the ShareInvest product and the growing popularity of Separately Managed Accounts in the market the ShareInvest product has had positive net inflows for past 12 months. 

In December 2008, OneVue Limited also added the APA portfolio administration platform to our suite of products.    This unique adviser offering enables you and your clients to manage,   monitor and report on all asset classes as well as report tax on a consolidated basis regardless of the asset type or tax entity in which assets (or liabilities) are held.  The APA platform and ShareInvest product have been embraced by the fast growing self managed superannuation sector.  For more information on the APA solution, please do not hesitate to call Stephen Karrasch, our Head of Sales or Adrian Patty on 1300 136 987.

About ShareInvest’s Responsible Entity

OneVue Limited is the Responsible Entity for ShareInvest and is the trading name of the recently merged group comprising:

  • APA portfolio services
  • Pentafin (a unit trust and superannuation provider) and
  • Direct Portfolio (a leading managed account provider).

Committed to ‘facilitating advice’

OneVue is committed to facilitating the giving of advice that delivers superior trading and tax efficiencies to both you and your clients, in a transparent manner. 

Thank you for using the ShareInvest service.


Chris Sperber
Head of Client Focus

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Monday, 8th February 2010

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Monday, 21st September 2009

ShareInvest performance, Growing SMAs into UMAs
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Wednesday, 19th August 2009

Pension payments / insurance premiums changes
Monday, 17th August 2009

ShareInvest mandates outperforming
Wednesday, 22nd July 2009

Upcoming deadlines for tax reports
Monday, 6th July 2009

Term Deposits – User Guide now available
Tuesday, 16th June 2009

Term Deposits with enhanced performance reporting
Tuesday, 9th June 2009

APA portfolio service rebrands as OneVue
Friday, 5th June 2009

New OneVue UMA account
Wednesday, 29th April 2009

Introducing OneVue SuperService
Tuesday, 24th March 2009

OneVue expands adviser services team
Friday, 20th February 2009

APA Custodial Service Forms Updated
Friday, 13th February 2009

Changes to warrant valuation methodology
Friday, 12th December 2008

Client Administration Fees Notification
Thursday, 27th November 2008

ShareInvest adviser update
Wednesday, 15th October 2008

Changes to Performance Reporting
Tuesday, 14th October 2008

SMSF Member Balances
Monday, 25th August 2008

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