FundMart

In order to ensure that you receive a 100% rebate on any new investments that you decide on, you should:

  1. Obtain the Product Disclosure Statement (PDS) from the product provider.
  2. Complete the document .
  3. Make cheque payable to the product provider (or as required by the PDS).
  4. Send the PDS and Cheque to MyMoney, and we will ensure that any upfront commissions/fees are rebated into your investment.
  5. If this is a new investment please ensure you supply the certified idenitifation as detailed in the Product Disclosure Statement

Send the PDS and Cheque (payable to the product provider) to:

MyMoney Australia Pty Ltd
PO Box 4643
GPO Melbourne, Vic 3001

Please note that MyMoney is a NON-ADVISORY service and therefore cannot provide financial advice as to product selection or investment strategy.

You Must allow at least 14 days from the date of receipt by us of the investment application for that application to be forwarded to the Investment Manager.

 

New Investments

Use the MyMoney "FundMart" to ensure any new financial product is included in the refund service.

100% Commission Rebate

With MyMoney you can avoid paying entry fees of up to 5% and unnecessary adviser service fees on your investments.

MyMoney will instruct the fund manager to rebate any entry fee as extra units to your investment account.