Are my deposited funds safe?

December 8, 2022

Despite any ASIC accreditation, we neither require nor accept (nor have any access to) client funds. Client funds are deposited directly to a partnering broker. Clients invested in a managed strategy portfolio would authorise us to connect (synchronise) their account to the master portfolio.

Our primary partners are first-tier Australian brokers only, and are the largest and most well-established of their kinds. Client funds are held in segregated client trust accounts, under maximum protection of ASIC client money laws. Funds held by partner brokers are with top-tier Australian banks, though the client is not required to directly establish any additional bank accounts

“No man ever reached to excellence in any one art or profession without having passed through the slow and painful process of study and preparation.” – Mark Douglas

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This website is owned and operated by Investor Unity Pty Ltd (ABN: 90 160 624 331). Any advice included in this website or correspondence is general advice only and is based solely on consideration of the investment or trading merits of the financial products alone, without taking into account the investment objectives, financial situation or particular needs (i.e. financial circumstances) of any particular person. In addition to its internal services, Investor Unity is compensated by brokers and other third parties by way of referral/affiliate and/or general partnership arrangements, via its websites and other communications. Investor Unity is genuinely interested in your long-term trading & investment success. We advise you to take all necessary steps to ensure you have a good understanding of the products & services you’re considering investing in – particularly if they involve leverage. While Investor Unity takes every care to ensure that we only deal with the highest quality services, from throughout the industry, past performance is not a guarantee of future performance. Before making an investment or trading decision based on the general advice, the recipient should carefully consider the appropriateness of the advice in light their financial circumstances and should carefully review the PDS of the relevant financial product as provided by your investment broker. Past results are not a guarantee of future performance. Please contact us, to discuss any questions or concerns you may have- we are here to help.