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MLC MasterKey

MLC MasterKey Fundamentals and MLC MasterKey provide an easy way for your clients to keep track of their investments.

It's made simple by combining their investments, protection and debt and creating a 'single consolidated view' of their entire portfolio.

Your clients also gain quick and complete access to information on their investments:

  • Online - by logging on to their online portfolio
  • Telephone - by calling MLC Customer Service, and
  • Reports - clear and detailed reports are mailed to them on a regular basis.

MLC MasterKey Fundamentals

MLC MasterKey Fundamentals is designed with you and your business in mind, and is the most efficient and cost effective way to access MLC's sophisticated investment solutions.

It's a powerful investment tool, and gives you access to some of the most sophisticated implemented portfolios in the world, which are assessed and rebalanced on a daily basis.

It saves you time, with a suite of professional online tools which replace paperwork and make it simpler to manage client accounts and portfolios.

And, on top of all this, it offers real value for money, with simple and competitive fees.

MLC MasterKey Fundamentals is a solution with your business needs covered. So you can spend more of your time focusing on what you're best at - adding value to your clients.

MLC MasterKey Fundamentals may be suitable for your client if they're using your services, as a financial adviser and want the flexibility to pay for that service on agreed terms. MLC MasterKey Fundamentals Quick Reference Card

MLC MasterKey

MLC MasterKey pricing structure rewards your client as their total portfolio grows by refunding them a portion of their management fee.

We also 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 an Administration Fee Refund based on the combined value of their MLC MasterKey portfolio.

MLC MasterKey may be suitable for your client if they're using your services as a financial adviser, as MLC makes payments to you from the standard product fees. MLC MasterKey Quick Reference Card

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