Investment is not something you can do once and then forget about. Successful investment relies on regular reviews of your portfolio.
Finding time to do this is not always easy. This is where your financial planner and Australian Executor Trustees (AET) can help.
AET has designed the Your Clique web site to give your adviser and you 24-hour access to your portfolio.
Your Clique aims to keep clients fully informed about the performance and continued suitability of their investments. As a registered user, you can view:
- Your account details
- Financial transaction details
- Asset transaction details
- Latest statements
- Investment strategy portfolio valuation report
- Cash account statement
- Unrealised capital gain or loss report
To register for Your Clique, contact your adviser. If you have already registered, click here to log on.
Administrator Terms & Conditions of Use for Your Clique, click here.