Managed Fund Investments Commission Rebates

If you have managed fund investments then you are obviously already quite financially savvy because you have made sure that your money keeps working hard for you, long after you have left the office. However, how hard is your money working for your financial advisor?

How Trailing Commissions Are Calculated on Your Managed Fund Investments

When you opened your managed fund investment account, you may have spoken to a financial advisor, a broker or deal directly with the investment fund provider. You probably also received advice and assistance to help you make the right investment and choose the right product, as a result, the financial advisor or investment fund provider is likely to have received a payment for their services at the time.

However, where your financial advisor or investment fund provider is expected to continue offering advice and updates on your investments, they continue to receive commissions for this assistance, but in most cases, the last you hear from an advisor or provider is when you’ve signed the last papers and walked out of their office. So why do they keep receiving commissions for their services? Because trailing commissions are calculated automatically on your managed investment funds – there is no way to stop them. Instead, you can register with Commissions Rebates because while we can’t stop the commissions being paid on your investment, we can change who they are paid to, and the can be paid to you.

Not only can you receive the commissions from your managed investment fund, there are often also entry fees charged on your money too. These are also sometimes know as contribution fees and can be as much as 5% of money on its way to being invested in your managed fund, being lost in fees. So not only is someone else profiting from your managed investment fund, not all the funds you are investing are even making it to your fund in the first place.

How You Can Receive the Trailing Commissions and Entry Fees from Your Managed Investment Fund

The trailing commissions and entry fees continue to be calculated and paid for as long as your investment exists so you need to do something about stopping those fees and redirecting those commissions because they are going to continue to be calculated.

Getting back your trailing commissions and entry fees is as simple as requesting a refund by registering now with Commission Rebates. Commissions Rebates will then become the broker of your managed investment fund and we will collect the commissions generated on your investment fund, and make sure they are sent back to you directly. We refund your rebates on a yearly basis and we will also make sure that you don’t pay any more entry fees on your managed investment fund contributions.

How Does Your Managed Investment Fund Change?

It doesn’t – all that will change is the money you will received credited back to you each year from commissions generated on your own investments.

Your managed investment fund remains in your name and you are still in complete control of your investment. Becoming the broker on your investment fund does not allow Commission Rebates to make transactions on your investment, there are no new fees on your fund and there is no change to how your investment operates. You don’t even have to enter into a contract with Commission Rebates, the only difference is that you will receive an annual cheque of your commissions, while your managed investment fund continues to grow even stronger.

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