The Investment Process

The first step is to decide what investment you are interested in and then download the information that you require. You can also submit your details to have hard copies of information posted. Usually we have the following available for each investment:

 

 

  the Product Disclosure Statement

  Independent Research

  an investment summary page

 

Once you have examined this information there are two options, you can print the application form contained in the electronic Product Disclosure Statement, or request a hard copy of this from us.

 

You then complete the application and post it to us (in the supplied reply paid envelope where we posted information to you). As soon as we receive this we take copies of the application and cheque (kept for 7 years for you) and lodge this with the appropriate fund manager on your behalf. We place our brokers stamp on the application, this ensures that we are the adviser on the investment and we can rebate commissions.

 

When we receive your application we will check to ensure that it has been complete correctly and contact you to confirm that it has been received and lodged. You will then receive notification direct from the company that your investment is placed.

 

Information on the cash rebate system can be found here.

 

 

Other Services

NFS also operates Australia's leading online life insurance broker, Lifebroker. This is a free service that provides quotes for all your personal insurance requirements. We are able to deal with every insurance company in Australia to ensure that you always receive the best policy at the lowest price. Lifebroker provides discounts on cover, depending on the size of the premium.