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Rolling Term Deposits

A specialist service for financial planners, wealth managers and investors with multiple term deposits, designed to minimize management while delivering superior returns.

Key features

  • Term deposits available from one month to 60 months, at call rates also available
  • Choose from major Australian banks, regional banks or other ADIs
  • Invest at any time, common monthly maturity date (15th of the month)
  • Government guaranteed up to $1m until October 2011
  • Deliver instructions and access consolidated reporting via secure online portal
  • FIIG Securities will assist with account set up and AML formalities
  • Interest paid or compounded
  • Option to redeem prior to maturity, subject to the chosen ADI's standard terms
  • Rates negotiated by FIIG for each new term

Benefits

Benefits Why?
Effective cash management Streamlined solution for cash investments offering competitive rates negotiated for financial planners
Low micromanagement Common maturity date enables a consolidated approach to client deposits while capturing competitive rates
Low maintenance FIIG will provide assistance with account opening and AML requirements
Consistently competitive rates FIIG negotiates rates securing competitive returns
Direct ownership Clients invest funds directly with the ADI of their choice, the service does not 'pool' client funds.

 

 

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