FPWS client base is broad and far-reaching. FPWS products and services appeal to:

• dealer groups,
• financial planners,
• accountants,
• direct investors and
• institutional clients.

FPWS has the ability to offer tailored solutions for all clients. The release of the FPWS Managed Account Service is the first in an innovative suite of new investment options and structures being made available through a single portal.

FPWS Approach to Service

FPWS works closely with dealer groups and advisers to ensure we satisfy the needs of clients and advisers. FPWS is already working closely with a number of Program Managers and Dealer Groups tailoring solutions in the Managed Account arena.

The FPWS Managed Account service can be integrated with:

• COIN,
• Xplan,
• BGL and
• other software solutions.
  
FPWS' main objective is to provide clients with single point of entry access to a superior choice of investment solutions with tax reporting capabilities helping to create and maintain wealth in an efficient and effective way.

If you are looking for an efficient structure to invest into SMA's, to access Margin Lending or to trade in Direct Equities, FPWS can offer all of these in an efficient manner through a single point of entry transaction and reporting service.

For further information


• Read more about Managed Accounts 
• Register your interest to learn more and a FPWS staff member will make contact with you shortly.