NO ADVICE Investment Lodgement Service

We understand it's all about choice, so we will lodge investments on your behalf with no entry fee on a no advice basis for:

• Superannuation Funds
• Allocated Pensions
• Managed Investments
• Margin Loans

Trailing commissions are refunded less our low monthly fee.

How to Invest.

1. Select an application from a Product Disclosure Statement available from the fund manager of your choice.
2. Complete the application.
3. Make cheque payable as per the Product Disclosure Statement (not to Refund Easy).
4. Download, print and sign the "no advice acknowledgement form".
5. Download our Financial Services Guide and retain for your records.
6. Post to: Refund Easy, GPO Box 842 Melbourne 3001

We will stamp the application and forward it to the fund manager.

The fund manager will process your application and send an acknowledgement to you directly.

Because we believe in the value of advice for clients we suggest the NO ADVICE SERVICE may not be appropriate for clients who currently use the services of a financial planner and are satisfied with the value of service they are receiving.