| Choice of Managed funds |
View our range of investment options |
|---|---|
| Minimum initial investment |
$1,000 minimum initial investment per investment option applies |
| Minimum additional investments |
$500 per investment option, or $200 per investment option with a Regular Investment Facility |
| Minimum withdrawal | $500 per investment option, or $200 per investment option with a Regular Withdrawal Facility |
| Account options |
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| Fees and costs | Refer to the current Financial Services Guide for further information on fees and costs. |
| Fee refunds by MLC |
You can qualify for fee refunds of up to 0.32% p.a. based on the individual or family-linked MasterKey portfolio balance. |
| Fund manager payments |
Fund manager payments for our externally managed investment options have been negotiated by MLC. These payments are passed straight on to clients as additional units to the account. |
| Rebate of asset-based commission |
The financial adviser may choose to rebate part or all of their asset-based commission (otherwise known as "trail" commission) to a client's account as additional units. |
| Reporting |
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| Margin Lending |
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| Transfer from the MLC MasterKey Unit Trust |
Existing MLC MasterKey Unit Trust investors can transfer their units into the MasterKey Investment Service without incurring capital gains tax. |
* Terms and conditions apply. Please refer to the current Financial Services Guide for further details.
Registered to BPAY Pty Ltd ABN 69 079 137 518.