MLC MasterKey
For many of your clients, finding an easy way to keep track of all their investments has become a major task.
MLC MasterKey simplifies this by combining their investments, protection and debt and creating a 'single consolidated view' of their entire portfolio.
And with management fee refunds based on their total investment with MLC MasterKey, this consolidated view can be very rewarding.
MLC MasterKey also gives you and your client complete access to information on their investment in three ways via:
- MLC website
- telephone to MLC Customer Service, and
- clear and detailed printed reports mailed on a regular basis.
MLC MasterKey - a rewarding investment choice
MLC MasterKey pricing structure rewards your client as their total portfolio grows by refunding them a portion of their management fee.
MLC MasterKey offers a reduced fee as their portfolio grows through Management Fee Refunds*
| Total portfolio value | Management fee refund |
|---|---|
| $200,000-$400,000 | 0.17% p.a. |
| Over $400,000 | 0.32% p.a. |
We recognise investing is often a family decision and so we give your client the opportunity to nominate an immediate family member with whom they can 'link' their investments. This means they can earn a Management Fee Refund based on the combined value of their MLC MasterKey portfolio.
You should consider the following information:
- MLC Investments Limited (ABN 30 002 641 661, AFSL 230705) is the issuer of the MLC MasterKey Investment Service, MLC MasterKey Investment Service Fundamentals and MLC MasterKey Cash Management Trust.
- MLC Nominees Pty Limited is the issuer of the MLC MasterKey Super, MLC MasterKey Super Fundamentals, MLC MasterKey Business Super, MLC MasterKey Allocated Pension, MLC MasterKey Term Allocated Pension and MLC Life Cover Super.
- MLC Limited is the issuer of MLC MasterKey Annuity and MLC Life Cover Super.
- NAB Margin Lending is offered by National Australia Bank Limited.
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