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Welcome to the Members Live channel,

How to establish an account for the MSP service:

1) Complete the online-application process, to establish your account with our partnering broker

2) Once approved, transfer funds directly to your newly-established account

3) Complete a short, online-authorisation form in order to connect your account to the Managed Strategy Portfolio service

At this point the setup is fully complete. You will receive an email to confirm that your account will be receiving buy/sell orders, from this point forward.

Prefer to talk about your choices? We’ll call you, :

MORE INFO ON IU & MSP:

Managed Strategy Portfolio – core strategy details (standard settings)
Minimum initial deposit5000 AUD
Suggested minimum initial deposit10000 AUD
Setup fee0
Monthly fee0
Performance fee0
Management fee0
Largest single loss2.20%
Largest account decrease (‘drawdown’)24.7% (Apr. 2017, former strategy)
Brokerage fee on $10k shares trade$15 (no min. fee)
Brokerage fee on $10k non-shares trade$0.65 (no min. fee)
Segregated client trust accountNational Australia Bank
Funds accessible toClient only
Minimum term commitmentNone
Withdrawal feeNone
Security of deposits+30 years in business, ASIC-regulated
Ongoing transparency24/7 account access

IU MSP ServiceMost Managed Funds
Returns highly dependent upon positive global market/economic conditionsNoYes
Can stay completely out of the market, in times of excessive risk/uncertaintyYesNo
Can take advantage of falling marketsYesNo
24hr live transparency of account activityYesNo
Direct contact with strategist (investment decision maker)YesNo
Adjustable risk-tolerance settings availableYesNo
Conditional pause (loss/profit-protection) availableYesNo
Funds stay in liquid form, not unitsYesNo
Access to funds controlled by client, not the firmYesNo
Funds quickly accessible to clients, without restriction nor feesYesNo

IU was officially formed in Sydney in 2012, by its Founder & Strategist Adam La Vars, being licensed in Securities & Derivatives, under ASIC Regulatory Guidelines since 2006.

Our core business is the development and ongoing refinement of strategies for our Managed Strategy Portfolio service (MSP), which intended for consideration by those seeking a tailorable & reliable, long-term investment.

Since inception, our approach has not only weathered all major market turmoil and equities market ‘crashes’, but has provided our clients a far smoother growth curve than typical, off-the-shelf funds.

By industry standards, we consider our approach conservative, and assure clients that they can (at minimum) expect precise risk controls – along with an investment which provides true diversification, having no reliance upon a positive economic environment.

Nonetheless, terms such as ‘conservative’ and ‘aggressive’ are highly subjective; being specific to the individual client.

Therefore, MSP can be employed at tailored performance levels. This allows a client to simply request a higher/lower level, which thereby increases/decreases both their risk and reward potential (without changing the strategy itself).

Custom settings can be adjusted at any stage, with many clients preferring simply to begin at moderate/conservative levels.

A large portion are retirees or those nearing. Most clients prioritise risk-management, security of funds, transparency and access to cash withdrawals.

For the sake of transparency and ongoing updates, live and archived education is provided to all Members, with Guest membership being free and open to all.

Despite any ASIC accreditation, we have no access to client funds. Client funds are deposited directly to a partnering broker.

Clients authorise the connection of their account to the master portfolio, for synchronisation purposes only. This does not provide access to client funds, under any circumstances.

Our primary partners are top-tier brokers only, holding client funds in segregated client trust accounts, under maximum protection of ASIC client money laws.

In most cases, the broker application process is 100% digital, and takes some 15 minutes to complete.

Once established, the client submits a short additional form, authorising us to connect their account. From this point, the client account receives buy/sell orders according to the strategy portfolio.

MSP has no establishment, management, subscription, data or software fees. MSP clients pay for their trades only. Rates can vary, depending upon the broker, but are less than 1.5x the broker’s standard rates.

For the sake of optimal risk-mitigation, the world’s largest and most liquid markets are favoured. This includes US equities, global equity indices, and a large focus upon major global currency markets.

The suggested minimum for the Managed Strategy Portfolio service is $5,000 (AUD/equivalent).

Since its inception, IU has a always had a strong belief in communicating ideas through education. By making full use of today’s technology, our commitment to the utmost possible transparency, and ongoing client-relationship development, can be maximised.

To remind and be clear – IU Membership is free of:

A) Cost
B) Obligation
C) Any kind of SPAM or typical guru nonsense — guaranteed

To learn more about specifics relating to the market, approach, performance concepts, risk management and more:

1) Contact us here – or message us in the lower-right corner
2) Book a time to talk in detail – message in the lower-right corner
3) Join as a Guest Member and/or for the IU Academy (free – here)

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.

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