Shareholder Access

Please look at the website, IPF WEBQUOTE, to view the performance of your investment, client information and settlement information of our mutual portfolio. Also review the average settlement period, average term and average flat rate of the portfolio.

Please contact IPF to discuss ways of improving your return.

Documentation

The following documents can be downloaded in PDF format for your requirements.

Recipient Created Tax Invoice (RCTI)
Quotation Request
Direct Debit and Service Agreement
Loan Documentation

Benefits to Intermediaries

• Building an asset that you part own
• Able to influence your return on investment
• No set up costs, facility costs or security required.
• Investing in your future
• Partnering with Experience
• Be a Preference Shareholder
• Simple and flexible investment solution for those looking to accumulate wealth
• Minimum investment amounts
• Complete investment and administration solution
• Ability to have a tax effective investment
• Facility for your client base

FSRA

To ensure that you comply with FSRA, we believe that you may need to disclose the following in your Financial Services Guide.

"If you require premium funding to pay for your insurances, we may refer you to Inpartnership Funding Pty Ltd (IPF) or another premium funder, who may pay [enter intermediary name] a commission or fee for that referral. As a general rule, the premium funder will pay [enter intermediary name] an amount based on [a percentage of the amount you borrow between [XX]% and [YY]%."

"The principal shareholder of [enter intermediary name] has an interest in IPF and shares in the profits of IPF. Your adviser does/does not have an interest in IPF but may receive a share of any commission or fee paid to [enter intermediary name] for referrals made to IPF."