Term Deposits – User Guide now available

You can now add a term deposit to your client’s portfolio via the Adviser Data Entry screen, and view a projection of the interest accruals and payments. To guide you through this simple process, please refer to the Term Deposit User Guide, located in the Marketing Info and User Guide section of the portal.

Please call Adviser Services on 1300 790 235 if you would like further information.

OneVue Macquarie CMA Support and 31 July Conversion Process
Friday, 21st May 2010

New OneVue website replaces ShareInvest
Monday, 8th February 2010

Introducing the new OneVue Managed Account (SMA) PDS
Monday, 21st September 2009

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

Insurance premium details due 31 August
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