For Advisers
Client Registration
Your Portfolio is an Individually Managed Account (IMA) that allows investors to retain beneficial ownership of stocks, and to view their investment online 24/7.
 Client Registration Form
Download Your Portfolio Fact Sheet
Getting Started
If you are a first time user of the Your Portfolio service, you will need to register as an advisor. Please complete and submit the registration form by clicking on the link below and you will be able to start adding investors to the Your Portfolio service.
Our Model Portfolios
SHAW has a suite of Model Portfolios (click here)
There are three portfolio structures, each designed to meet the differing investment objectives of our clients. There is the Balanced Equity Portfolio, the Income Portfolio and the Growth Equity Portfolio. Each portfolio currently has a mandate to invest in securities listed on the Australian Stock Exchange, and has at its core the philosophy of increasing client wealth with financial objectives and risk profiles compatible with each of your clients outlooks. Call Adam Dawes today on 1800 636 625 to find out more.
|
