The new WealthFocus
Perpetual WealthFocus is a diverse and flexible platform designed for easy management of your clients’ portfolios. And now we’re improving it, to make your job simpler.
So what’s changing?
- WealthFocus has a new, innovative investment offering. Introducing WealthFocus Investment Advantage, a platform with unique capital gains tax features.
- The WealthFocus investment menu is being refreshed, giving you and your clients even more choice. The menu is made up of a comprehensive selection of highly rated funds, across a range of investment managers and asset classes.
- The WealthFocus Super Plan will have an improved insurance offering.
- WealthFocus will have more features, enhanced online functionality and better adviser support.
To learn more about how WealthFocus is changing, download our Product Summary (file size 130kb).
Product disclosure statements for the new WealthFocus will be available on 10 November. See your Perpetual Platforms Business Development Manager today for more information.
See the latest news on WealthFocus
news and product updates include
- Changes to investment options
Read about how our investment menu has been refreshed - Death benefits and refund of contributions tax – new feature
Learn about anti-detriment payments - UK pension transfers now available
Transfer your clients’ UK pension benefits
