Our services

Our primary offering is funds management. Learn about how we do it and other services we offer.

Managed Discretionary Account Service

What is a managed discretionary account?

A managed discretionary account is an account established in your name or a relevant entity’s name such as a self-managed super fund, family trust or company. Discretionary authority is given to Amplus Global to manage the account on your behalf in accordance with your chosen Investment Program. In this way, you delegate the day to day decision making about your investment portfolio.

MDAs are regulated by the Australian Securities & Investments Commission (ASIC) and the provision of MDA services must meet certain conditions of the Corporations Act 2001, Regulatory Guide 179 and ASIC Class Order CO 04/194. MDAs are managed by a Managed Account Operator that must hold an Australian Financial Services Licence authorising them to provide MDA services.

How does a managed discretionary account work?

To establish and operate your account, an MDA agreement is signed which sets out the terms and conditions of your Investment Program. You give us specific and on-going discretionary authority as part of the MDA agreement. We are obliged to manage your MDA portfolio in accordance with the agreed Investment Program and your signed authority.

By giving us discretionary authority, you empower us to deal and invest on your behalf. You remain the beneficial owner of holdings or funds in your MDA, but we will control day-to-day investment on behalf of your MDA.

You may terminate your MDA agreement by notice to us in accordance with the Agreement.

Why use a managed discretionary account?

Using a managed discretionary account allows you to gain access to professional investment management expertise. The investment managers are responsible for managing model portfolios in accordance with key investment objectives as set out in the Investment Philosophy. As the owner of the account, the client has complete transparency and access to view positions held in their account. The client has access to comprehensive reporting and account details at any point in time via a web-browser interface. The client also remains the beneficial owner of all holdings in the portfolio which means you get all the taxation entitlements and franking credits.

What products does Amplus Global invest in?

Amplus Global has a wide range of investment programs. Many of the investment programs involve investing in shares and exchange traded funds, from Australia and North America. We also have a program which invests in other financial instruments such as futures, foreign exchange and options. Find out more on our Investment Programs page.

Amplus Global brings you a simple solution

Amplus Global brings all the required elements together to make the process of investing as simple and transparent as possible. You can just sit back and monitor the performance of your account periodically or you can actively watch and monitor your positions and portfolio using the reporting tools available to you as a client of Amplus Global. There are no exit fees or terms when investing with Amplus Global.

Investment based on computer modelling

All of Amplus Global’s investment programs are based on computer models. This means all our investment strategies are completely unemotional automated processes. We build models in an electronic computer based environment where we can run simulated tests and optimise parameters to increase the probability of achieving outstanding investment returns for our clients. This allows us to produce statistical data which assists us in gauging the likely outcomes of future investment returns, including expected compound annual growth rate, maximum draw-down over a given period and many other key measures.

Who is the service for?

Our MDA accounts are suitable for wholesale and retail investors, institutional investors, incorporated bodies and trustees; including SMSFs. The type of person that would benefit from our service include busy executives, retirees, small business owners and anyone looking to hand their investing over to a professional team with consistently disciplined and proven investment models. This can alleviate the stress of investing yourself and free up your time.

Directed Investment Service

Non-discretionary service

Amplus Global also provides a non-discretionary service where clients can instruct Amplus Global to buy and sell on their behalf. Amplus Global has access to a wide range of markets which should satisfy most client’s investment needs. We offer competitive brokerage rates and access to the market by phoning or emailing our trade desk, or through our computer or mobile based trading platforms. Contact Us for further information on this service.

Corporate Authorised Representative and Authorised Representative Service (CAR and AR)

CAR and AR services

Do you want to advise and deal in financial products for clients but don’t have an Australian Financial Services Licence?

Perhaps you would like to start a 3rd Party marketing business for Asset Managers.

At Amplus Global, we are always willing to discuss the possibility of hosting Authorised Representatives under our AFSL. Some of the benefits that come with being aligned with us as an Authorised Representative are:

Our experienced representatives will assist you through the regulatory complexities of setting up and conducting a broking or advising business.
Your set up costs may be significantly reduced by not having to apply for and maintain your own AFSL.
With many years’ experience trading and advising in global financial markets, we can assist you in structuring your risk and money management profiles.

If you would like to find out more information about our Authorised Representative services, please Contact Us