Full Name:
*
Email
*
1. Access to your investments anytime via your mobile device:
*
Please Select Yes No
2. Signing documents electronically:
*
Please Select Yes No
3. Receive digital notifications and alerts when required to action portfolio transactions:
*
Please Select Yes No
4. Improving your online digital experience making it easier for you to manage your money:
*
Please Select Yes No
5. Seamless portfolio reporting communication between Affinity and your accountant:
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Please Select Yes No
6. Access to key market information and news relevant to your tailored portfolio:
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Please Select Yes No
7. Using ShareFile to transfer confidential information with Affinity:
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Please Select Yes No
8. Keeping up to date with pension payments history and forecast (if applicable):
*
Please Select Yes No
9. Online access to superannuation contribution history anytime:
*
Please Select Yes No
10. Improved investment governance and risk management:
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Please Select Yes No
11. Timely rebalance and execution of your portfolio:
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Please Select Yes No
12. Reducing portfolio investment execution delays:
*
Please Select Yes No
13. Portfolio recommendations can be implemented whilst you are on holiday, busy or unwell:
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Please Select Yes No
14. Constant monitoring and supervision of your portfolio:
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Please Select Yes No
15. Wholesale investment management fees and rebates:
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Please Select Yes No
16. Access to institutional grade investment strategy and asset allocation:
*
Please Select Yes No
17. Is anything else important to you?
If you are human, leave this field blank.
SUBMIT
