How to invest for your clients
The Morningstar Multi Asset Real Return Fund is available on our mFund platform. Simply place an order online through the order pad:
- Login to your account and go to the order pad. The mFund code is IBB13.
- Read the fund profile and the PDS.
- When you're ready to invest, choose the ‘Managed Funds’ option on the Order Pad and place your order online.
- The new Fund units are transferred and can be seen in your clients' portfolios
No need to provide any additional paperwork from your clients, the Fund will settle through their existing nominated bank account.