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SERVICES · ONE PLACE TO VIEW YOUR INVESTMENTS

Investment Platform

An investment platform brings holdings, reporting and opportunities together in one place. FPW's platform approach is designed to make investment information accessible, organised and easy to review.

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01 / DEFINITION

What is an
investment platform?

An investment platform is a service that allows investors to hold, manage and view a range of investments through a single structure. Rather than dealing separately with each investment, the platform acts as a central point for transactions, administration and reporting.

Platforms vary widely in what they offer, from simple share-trading accounts to comprehensive services covering managed funds, listed securities and other investments.

02 / PURPOSE

Why investors
use platforms.

01

Portfolio visibility

A consolidated view of holdings across categories, helping investors see their overall position and allocation at a glance.

02

Administration

Centralised handling of transactions, income, corporate actions and records, which can reduce paperwork.

03

Investment selection

Access to a menu of investments in one place, subject to what each platform makes available.

04

Reporting

Consolidated statements and records that can help with reviewing performance and preparing tax information.

05

Managing multiple investments

One structure for monitoring a range of holdings, rather than tracking many separate accounts.

03 / FPW

FPW's platform
approach.

FPW's platform approach is designed to make investment information accessible, organised and easy to review. Access, available investments and features are subject to eligibility and to the terms that apply at the time. Please contact FPW for current details rather than relying on general descriptions of platforms on this page.

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04 / EVALUATION

Platform
considerations.

When evaluating any investment platform, investors commonly consider:

01

Fees

Administration, transaction and investment fees, and how they are calculated and charged.

02

Available investments

The range and type of investments offered, and any restrictions.

03

Administration

How transactions, income and corporate actions are processed.

04

Reporting

The frequency, detail and format of statements and tax reporting.

05

Security

How investor assets and personal information are held and protected.

06

Accessibility

How and when investors can view and manage their investments.

07

Liquidity

How quickly investments can be sold or redeemed and funds withdrawn.

05 / FIT

A platform is a structure,
not a strategy.

A platform can make investments easier to hold and review, but it does not determine whether those investments are appropriate. The underlying strategy — objectives, time horizon, diversification and risk — remains the most important consideration.

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AT A GLANCE

01

Consolidated view

See investments across categories in a single, organised format.

02

Opportunity access

Review current opportunities and supporting information as they become available.

03

Reporting

Clear records to help investors track holdings and activity over time.

04

Secure access

Information presented with privacy and security as priorities.

FREQUENTLY ASKED QUESTIONS

Investment Platform
questions.

What is the difference between a platform and an investment?

A platform is the structure through which investments are held and administered. The investments themselves — shares, funds or other products — are separate and carry their own risks.

Do platforms charge fees?

Most platforms charge fees, which may include administration, transaction and investment management costs. Always review the fee disclosure for any platform.

Who can access FPW's platform?

Access is subject to eligibility and applicable terms. Please contact FPW for current information.

Does using a platform reduce investment risk?

No. A platform can improve visibility and administration, but the risks of the underlying investments remain.

Can I hold different types of investments on one platform?

That depends on the platform. Available investment menus vary, so it is worth confirming what is offered before choosing a platform.

FURTHER READING

From FPW
Insights.

ImportantInformation on this website is general in nature and does not take into account your objectives, financial situation or needs. Investments carry risk, including the possible loss of capital. Past performance is not a reliable indicator of future performance. Consider seeking independent professional advice before making an investment decision. Key considerations: Platform access is subject to eligibility; Platform features may vary; Review all terms of use.

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your objectives.

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