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Australian Council of Superannuation Investors (ACSI)

Service Providers Framework 2020

You are in Investment Consultancy » Investment Consultancy

Investment Consultancy

IC 01. Advisory and consultancy services

01.1. Indicate whether your services include any of the following.

01.2. Describe how you ensure that your clients understand your service offerings and fee structure.

          All ACSI members are made aware of service offerings and overall approach to fees. (As a not-for-profit association, our consulting work is on a cost-recovery basis.) We work with individual members to understand their needs and present bespoke proposals with fees for each member based on the work to be undertaken.
        

01.3. Additional information. [OPTIONAL]


IC 02. Assets under advisement (Private)


IC 03. Fiduciary manager services

03.1. Indicate whether you provide fiduciary management services.

03.4. Additional information. [OPTIONAL]


IC 04. ESG in contracts with clients (Private)


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