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Frontier Advisors

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.

          Governance Advice, Risk, Decisions and Strategy team provides bespoke advice on business strategy, investment governance and decision-making structures, in-housing/in-sourcing, risk reporting
          Member Solutions Group assists superannuation clients with post-retirement solutions - analysis and advice around member behaviour, demographic forecasting, product innovation and design, member communications

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

          Frontier enters into a service agreement with each of its clients, which clearly outlines the services to be undertaken, with the agreed fee outlined in the contract.  Any out of contract services to be provided will be discussed with the client ahead of the work being completed, with the scope of the work and fees to be charged outlined separately.

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)