gold financial pty ltd approved product list investments - 1 june 2012
gold financial pty ltd approved product list investments - 1 june 2012
gold financial pty ltd approved product list investments - 1 june 2012
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GOLD FINANCIAL PTY LTD<br />
APPROVED PRODUCT LIST INVESTMENTS - 1 JUNE <strong>2012</strong><br />
These <strong>financial</strong> <strong>product</strong>s are only available to Gold Financial Authorised Representatives who are authorised to give advice on the relevant <strong>financial</strong> <strong>product</strong>s. You<br />
should ensure prior to using any of these <strong>product</strong>s, that you have completed the appropriate competency.<br />
PLATFORMS – PREFERRED PARTNERS<br />
Product Manager Platform Investment Funds<br />
Asteron<br />
BT<br />
Colonial First State<br />
GIS Concepts<br />
IOOF<br />
OnePath<br />
Tranzact<br />
Optimum<br />
Wealthstar<br />
Suncorp Super<br />
BT Wrap<br />
BT Superwrap<br />
BT Wrap Essential<br />
First Choice<br />
First Wrap<br />
Smartsave 'Member's Choice' Superannuation Master Plan<br />
Smart Pensions<br />
Pursuit<br />
Spectrum<br />
Integra<br />
One Answer<br />
Portfolio One<br />
Private Super<br />
Total Super<br />
Platform Menu<br />
Platform Menu<br />
Platform Menu<br />
Platform Menu<br />
Platform Menu<br />
Platform Menu<br />
Platform Menu<br />
Platform Menu<br />
Platform Menu<br />
Platform Menu<br />
Platform Menu<br />
Platform Menu<br />
Platform Menu<br />
Platform Menu<br />
Platform Menu<br />
Platform Menu<br />
Platform Menu<br />
Zurich Superannuation Products Platform Menu<br />
Please note this Approved Product List is effective from 1 June <strong>2012</strong> and is applicable for new business from that date. Any existing business held by an Authorised<br />
Representative through arrangements with providers and/or <strong>product</strong>s which are not on this Approved Product List can be serviced but no new business is allowable<br />
for that existing provider and/or <strong>product</strong>. If an Adviser wishes to provide his/her client with a <strong>product</strong>/service which is not on this Approved Product List, they can do<br />
so but only with prior approval from your Gold Financial Compliance Manager BEFORE the business is placed. Where new business is placed in a <strong>product</strong>/service<br />
which does appear on this Approved Product List and approval has not been given prior to placement, the Adviser may not be paid any commission that is<br />
generated by such <strong>product</strong> placement.<br />
Gold Financial Pty Ltd<br />
Approved Product List June <strong>2012</strong> Page 1 of 3
PLATFORMS – NON-PREFERRED PARTNERS<br />
Product Manager Platform Investment Funds<br />
AMP/AXA Superannuation Products Platform Menu<br />
Asgard Asgard Wrap Platform Menu<br />
AVIVA Navigator Platform Menu<br />
Beacon/CFS Custom Sol Beacon Wrap Platform Menu<br />
BlackRock SMA BlackRock Platform Menu<br />
Perpetual Wealth Focus Platform Menu<br />
INDUSTRY FUNDS – NON-PREFERRED PARTNERS<br />
Super Fund Product Name Investment Funds<br />
Australian Super Australian Super Platform Menu<br />
CBus Construction & Building Industry Super Platform Menu<br />
Westscheme Westscheme Platform Menu<br />
HostPlus HostPlus Platform Menu<br />
REST Retail Employees Superannuation Trust Platform Menu<br />
Vic Super Vic Super Platform Menu<br />
HESTA Health & Community Services Industry Fund Platform Menu<br />
MANAGED FUNDS<br />
Product Manager Product Investment Funds<br />
Aberdeen All Managed Funds Equities & Fixed Income<br />
BankWest<br />
Term Deposits<br />
Cash Management Trust<br />
Bank deposit<br />
Bank deposit<br />
BlackRock BlackRock Hedged Global Small Caps Fund Global equities<br />
ING ING Direct Savings Maximiser Bank deposit<br />
Macquarie Macquarie Cash Management Account Cash<br />
Magellan All Managed Fund Equities Only<br />
Gold Financial Pty Ltd<br />
Approved Product List June <strong>2012</strong> Page 2 of 3
MARGIN LENDING – NON-PREFERRED PARTNERS<br />
Product Manager Product Comments<br />
Colonial Geared<br />
Investments Colonial Margin Lending<br />
MORTGAGES – NON-PREFERRED PARTNERS<br />
Product Manager Product Comments<br />
Commonwealth Bank Calia<br />
Key Invest Mortgages<br />
ANNUITIES – NON-PREFERRED PARTNERS<br />
Product Manager Product Comments<br />
CommInsure All Annuities<br />
Challenger Life<br />
Challenger Guaranteed Annuity (Complying)<br />
Challenger Guaranteed Annuity (Liquid Lifetime)<br />
Challenger Guaranteed Annuity (Immediate Annuity)<br />
FUNERAL BONDS – NON-PREFERRED PARTNERS<br />
Product Manager Product Comments<br />
Key Invest Funeral Bond<br />
DIRECT SECURITIES - NON-PREFERRED PARTNERS<br />
Product Manager Product Comments<br />
Comsec/Core Equities ASX 200<br />
Gold Financial Pty Ltd<br />
Approved Product List June <strong>2012</strong> Page 3 of 3
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