Give your clients the ability to grow wealth, while their savings stay protected.
The MyNorth Investment Guarantees are designed to give your clients the best of both worlds – they can remain invested in growth assets and benefit from gains, while also ensuring that their savings are protected from falls in the market.
These products are exclusive to North, and North and can offer your clients great reassurance when it comes to looking after their future.
The MyNorth Guarantee is available as a standalone product on the MyNorth Investor Director Portfolio Service (or IDPS) or as a feature on the MyNorth Super and Pension product.
Clients can hold guaranteed and non-guaranteed investments within the same account. Please refer to the relevant product disclosure statement (PDS) and target market determination (TMD).
Helps to safeguard your clients’ savings from major market downturns.
Helps grow your clients’ wealth when markets perform well so their nest egg lasts the distance.
Lock in any growth each year to increase the amount protected from market falls (optional for 5-year guarantees).
Get access to your clients’ funds at any time should their circumstances change.
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Important information
The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your client’s personal objectives, financial situation or needs, and a client should consider whether this information is appropriate for them before making any decisions. It’s important your client consider their circumstances and read the relevant product disclosure statement (PDS), investor directed portfolio guide (IDPS Guide) and target market determination (TMD), available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.
MyNorth Investment and North Investment are operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFSL 234652 (NMFM). MyNorth Super and Pension (including MyNorth Lifetime), MyNorth Super and Pension Guarantee and North Super and Pension are issued by N.M. Superannuation Proprietary Limited (ABN 31 008 428 322, AFSL 234654 (NM Super) as trustee of the Wealth Personal Superannuation and Pension Fund (the Fund) ABN 92 381 911 598. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the North platform. All of the products above are referred to collectively as MyNorth Products. The information on this page is provided only for the use of advisers, it is not intended for clients. This page provides a brief overview of some of the benefits of investing in MyNorth Products. The adviser remains responsible for any advice/services they provide to clients including making their own inquiries and ensuring that the advice/services are appropriate and in accordance with all legal requirements.
You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Proprietary Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided.
North and MyNorth are trademarks registered to NMMT.
All information on this website is subject to change without notice.