‘Fundamental’ Reports are a valuable and immediate means of reaching new and current members looking to ‘health check’ a product offering.
Produced in a simple yet comprehensive 2 page PDF format, ‘Fundamentals’ are both a quantitative and qualitative analysis with product commentary.
Subscriber organisations can be made available to existing and potential members for marketing purposes including:
- Available on your website illustrating the product benefits through an independent 3rd party
- Distributed in welcome packs to new members
- Provided to members/prospective members at your seminars
- At your discretion you can utilise new and innovative ways of promoting your rating via our Fundamentals Summary
The “Fundamentals” will also be available “free” for visitors to our website.
The Reports are forwarded every quarter. However they are updated monthly, so if you would like to receive them more regularly please let us know.
Key components include:
- Rating and awards prominently displayed
- Investment performance & asset allocation
- Fee comparison on a $50k account balance
- Insurance estimator & summary
- Member services & key facts
- Fund Extras
- Fund contact details
- Smart facts details top 10 fund highlights and product differentiators.
A 12 month subscription allows a fund to use the fundamental on their website and in other marketing & promotional material. It is also available free to download from our website