Colonial FirstWrap: Looking for support
We’ve had a lot of demand from advisers wanting to access The Montgomery Fund on the Colonial FirstWrap platform – so if you’re an adviser and would like to see it added, then let us know. Alternatively, if you aren’t a financial adviser but you know that your adviser uses FirstWrap, feel free to pass them my details.
I can be contacted on firstname.lastname@example.org, or by calling 02 8046 5005.
The Montgomery Fund is currently available on BT Wrap, netwealth, PowerWrap, OneVue, Asgard, UBS, North and Macquarie Wrap. We’re delighted with the growing accessibility of The Montgomery Fund, thus making it easier than ever before to access for advisers and their clients.
I’m currently in the process of collating interest now, so please reach out to me so we can build the case for its addition.