Wrap and Master Trust Platforms

Financial advisers should note that the above IDPS offerings are the source of many badged versions.

Investors will need to have a financial adviser and must be given a copy of the Product Disclosure Statement before you make an investment in our funds via an Investor Directed Portfolio Service. Normally the financial adviser will need to contact the organisation offering our products on your behalf. OPIS Capital Limited does not endorse or recommend any of the listed Investor Directed Portfolio Services. You should seek professional investment advice before deciding whether to make an investment via an Investor Directed Portfolio Service.

Netwealth Investments Limited (ABN 85 090 569 109) trading as Netwealth, is an unlisted public company established in 1999 to provide a wide range of financial products to investors who understand the need to invest to achieve their financial goals. Netwealth holds an Australian Financial Services Licence issued by the Australian Securities and Investments Commission (ASIC) (No. 230975) authorising it to offer a range of products including Managed Investment Schemes, the Netwealth Superannuation Master Fund and Investor Directed Portfolio Service (IDPS).