PortfolioInvestor Terms and Conditions

PortfolioInvestor Terms and Conditions

PORTFOLIOINVESTOR TERMS AND CONDITIONS

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PortfolioInvestor is provided by Invast Financial Services Pty Ltd (“Invast”, ABN 48 162 400 035, AFSL 438 283).  Invast’s AFSL authorises it to carry on a financial services business in Australia only. PortfolioInvestor is a leveraged product with margin requirements, and you do not own the underlying securities. Trading in a leveraged product such as this can be risky and you may incur a loss that is far greater than the amount you invest.

 

The trends available on the PortfolioInvestor are of a general nature only, and they do not constitute personal advice, trading recommendations or Managed Discretionary Account (MDA) services.  We do not provide any personal advice, nor take into account your personal circumstances, financial situation or needs.  You are strongly recommended to seek professional advice before opening an account with us.  Please read our Risk Disclosure, Financial services Guide, Product Disclosure Statement and Supplementary Product Disclosure Statement, FX & CFD Terms and Conditions, which are available at www.invast.com.au/u/legals. Fees, charges, brokerage and commissions apply, please refer to our Fee Schedule for further details. 

 

You may open a PortfolioInvestor account with a minimum of A$25,000 (or equivalent), and deposit into the account using a selected range of base currencies – AUD, USD, GBP, JPY, EUR, HKD, NZD, and SGD.   Any withdrawals from the account will be made in the base currency in accordance with our Terms and Conditions for Contracts for Difference and Forex.

 

The balance on your account will be updated once a day only and you will receive a daily statement.  The prices shown on the platform are based on the last available prices from the last trading day. As such, your buying power and free equity may vary depending on the market prices of the securities at the time of your order request.  Your order will be executed based on the prevailing market prices of the underlying stocks at the time of your request.  Once executed, the details of your order will be available in the Completed Order section, including the actual margin percentage and the fill price.  If you want to know the balance on your account based on current market prices, please contact us on +61 2 9083 1333

 

We will rebalance the securities selection or weights in a trend at regular intervals according to the rules that govern the trend.  When a trend is selected for rebalancing, there will be a notice on the Platform to alert you that there will be an imminent rebalancing of the trend within one week. The option to rebalance your current portfolio will become available after this period, where you can opt in to the rebalanced trend.  Please note that rebalancing will only take effect with your prior approval if you elect to do so. If you do not opt in, or approve of the rebalancing, then your existing portfolio will remain unaltered.

 

Invast may pay commissions to referrers. Invast employees may hold investments in this product. . This product is intended for persons located within Australia only and is not directed at any person in countries or jurisdictions where the offer of such financial products is not permitted or is unlawful.   Invast Financial Services does not accept applications from residents of Japan or the U.S. and does not directly solicit business in Japan or the U.S.

 

Looking for more information about PortfolioInvestor? Click here. 

 

 

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