Wealthtrac safeguards your investments through strategic relationships with the following corporate partners:
CUSTODIAN - SECURITY
The Hongkong & Shanghai Banking Corporation Limited
Holds all investments on your behalf.
Independent of the Trustee.
TRUSTEE - MANAGEMENT
Oasis Fund Management Limited
The Trustee outsources the administration of your account to Oasis Asset Management. This includes providing reports.
INSURER - COMFORT
ING Life Limited
Provides Death Only or Death and Total & Permanent Disablement and Salary Continuance insurance cover.
Provides underwriting and claims assessment administration.
Independent of the Trustee.
INVESTMENTS - PERFORMANCE
Managed Investments
Investment managers manage your investments independently of the Trustee.
Listed Securities
Investments listed on the Australian Stock Exchange (ASX). Listed securities
may be referred to as shares.
AUDITOR - INTEGRITY
KPMG
Provides assurance on financial statements and risk management strategies.
Independent of the Trustee.
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