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AFS Group partners with OneVue and BGL to launch Adviser driven UMA

Sydney, 12 April 2010 – Australian Financial Services Group Limited (AFS Group), OneVue Limited (OneVue) and BGL Corporate Solutions Pty Ltd (BGL) have jointly developed an Adviser driven Unified Managed Account (UMA), UMA Select.

UMA Select is part of the functionality of a raft of products and solutions which AFS will launch this week under the new brand SMSF Select.

SMSF Select provides straight through processing allowing AFS Group advisers to pro-actively manage their clients’ self managed superannuation funds (SMSF).

BGL and OneVue have delivered this seamless experience to AFS Group advisers starting from the initial client engagement and SMSF formation through to transacting on-line and generating daily reports to provide advisers with one view of their clients’ SMSF.

AFS Group CEO and Managing Director Peter Daly wanted to give the dealer group’s adviser practices the ability to take control and better tailor their clients’ investments. “The UMA Select solution provides an extensive investment menu and delivers an integrated Separately Managed Account (SMA) within the total solution.”

“Portal by BGL, Simple Fund and OneVue’s transaction and administration system have created a unique sensational, cost-effective end-to-end adviser proposition” said Ron Lesh Managing Director of BGL.

“The UMA Select service has set a new benchmark for adviser solutions. Advisers are demanding easier access to their clients’ portfolios, more timely information and better reporting. UMA Select enables AFS Group advisers to create their own unique IP and to transact in direct shares (in both a custodial and non-custodial environment), managed funds and managed accounts through a consolidated order pad,” said Mr Daly.

UMA Select will be launched nationally to the AFS Group adviser network commencing in Sydney on Wednesday 14th April 2010.

OneVue Limited, www.onevue.com.au is an Australian based provider of technology and service solutions for advisers, dealers and financial services institutions. OneVue is an independent and non-institutionally aligned company offering Australia’s first adviser directed Unified Managed Account (UMA) enabling investors and their adviser to see their Separately Managed Account (SMA), assets and liabilities in a single client view across investments.

OneVue also owns 50% of WealthCraft Systems Hong Kong which in turn owns 100% of a Shenzhen based software development centre. In conjunction with WealthCraft, OneVue has created AsiaPac’s first fully automated, end-to-end pension administration system (PAS).

Australian Financial Services Group Ltd
Australian Financial Services Group Ltd (AFS Group) has become one of Australia’s leading financial planning groups with a growing number of representative offices around Australia servicing and supporting the dealer group's network of 86 financial planning practices with 211 Authorised Representatives.

AFS Group is one of the very few of the larger dealer groups operating in the marketplace that constantly delivers enviable annual profit and recruiting growth results – and is independent of institutional ownership or shareholding.

AFS Group is consistently included in the shortlist of dealer groups to be considered by advisers seeking a long term relationship with a dealership that has –

an open operational architecture;
has both size and scale;
provides an opportunity for ownership of the dealer group; and most importantly
it is the dealer group’s advisers that control the destiny and direction of the organisation

AFS Group is Adviser Owned and Adviser Driven

BGL Corporate Solutions
BGL Corporate Solutions Pty Ltd is Australia's leading supplier of superannuation and corporate compliance software solutions. BGL's market leading and award winning Simple Fund software is used to administer over 70% of Australia's 416,000 self managed super funds with assets of more than $270 billion.

BGL has over 6,000 clients in 12 countries using its product suite of compliance solutions for superannuation, company secretarial compliance, investment management and general ledger. Our clients include all major accounting firms, law firms, many listed and private company groups, accountants, financial planners and many individual SMSF trustees.

Further Information
Chris Sperber
CEO – Australia, OneVue Limited
02 8022 7423
0418 968 238

Peter Daly
CEO and Managing Director – AFS Group Ltd
03 8230 1505
0408 393 299

Ron Lesh
Managing Director - BGL Corporate Solutions
03 9530 6077
0414 957 824

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