Only qualified financial planners, qualified accountants and Australian Financial Services License (ASFSL) Holders may subscribe to Upper Quartile. Upper Quartile helps avoid the 'opportunity cost' of not taking direct, informed investment action in an appropriate time frame and allows for cost effective reviews of portfolios for both existing and new clients.

AFSL Holders, Accountants and Advisers: Click here to register as a subscriber.

Financial Planners

You'll have reliable data to accurately check existing investment portfolios or select funds for new placements. Upper Quartile's format of grouping funds into 15 major types and identifying their inclusion in the menu of widely used Master Trusts and unitised "Funds of Funds" allows for more efficient use of these preferred administration platforms. The platforms currently supported include Navigator, Asgard and Mentor.

You may also work with Trustees of Self Managed Superannuation Funds where they use managed funds as part of their investment process.

Upper Quartile:

• saves you time;
• gives you a definite marketing edge;
• helps satisfy the legal responsibilities for both you and your Australian Financial Services License Holder under Policy Statements 146 and 175's to 'know your client' and to 'know the product' rules; " helps satisfy the legal responsibilities for both you and your AFSL Holder to 'know the product' rules;
• adds confidence to your recommendations, and
• gives you more time to develop relationships with clients.

Each subscriber can choose to have an entry displayed on our "Advisers who use Upper Quartile" page, so that investors can contact them directly. Sorted by State and Postcode, subscribers can elect to 'opt out' of having their contact details displayed, if they so choose. Click here to review the current list.

Accountants (with in-house Financial Planning Services or who work with an external Financial Planning Service)

Legislation changes related to Self Managed Superannuation Funds has made research such as that available from Upper Quartile highly beneficial for Accountants when working with an in-house or external Financial Planning service.

Australian Financial Services License Holders

AFSL Holders have the certainty of a timely delivery to each of their subscribing Authorised Representatives. They receive accurate market research, which can immediately be applied to day-to-day financial planning activities. Those advisers will also be better positioned to work with Accountants and Trustees of Self Managed Superannuation Funds.

This means meeting some of the AFSL holder's legal responsibilities (ongoing disclosure, know your client, know your product, risk reviews) in a cost-effective manner. The report is delivered directly to each of the subscribing Representatives by email and is an efficient method of out-sourcing.

Click here to request details of our Corporate Pricing Policy and administration guide for multiple subscribers in one group.

Each subscribing adviser is entitled to an entry displayed on our "Advisers who use Upper Quartile" page. When the AFSL Holder establishes a Negotiated User Group and sponsors subscriptions, (in part or in full) the Licensee can choose to have an authorised entry on our "Advisers who use Upper Quartile" page, for the State/s in which the Negotiated User Group is located. This allows direct contact with the Licensee and is a FREE LISTING. This FREE listing will be established when more than one subscriber from the same AFSL holder become subscribers as members of a Negotiated User Group. Please contact Upper Quartile Administration at admin@upperquartile.com.au to arrange this FREE listing.

You can review the subscription page here.

A direct link FREE OF CHARGE to your Adviser Network will be added to our LINKS page, when one or more Authorised Representatives are individually registered as current subscribers, even if they are in different States of Australia. Visit our LINKS page.

Master Trusts and Fund Managers

You have the certainty of a timely delivery to regular users of your own product. Accurate market research that can be applied to day-to-day financial planning activities, saving time and creating productivity can lead to greater market penetration.

Every Fund Manager and Master Trust included in the Upper Quartile report can choose to have a BDM listed in each state on the "Advisers who use Upper Quartile" page. This is a FREE LISTING for the Fund Manager and/or Master Trust.

All listed BDM's will receive a FREE copy of the Upper Quartile report each month. This FREE listing is subject to approval by Upper Quartile Administration and will be actioned upon request by each individual BDM - who will be assigned a promotional code that does not generate any direct billing charges. You can review the subscription page here.

A direct link to the Master Trusts included in the Upper Quartile reports is maintained on our LINKS page.

Disclaimer

This site is not designed for the purpose of providing financial or investment advice. Nothing in this site is a recommendation or offer to invest in any investments, securities or financial product, and in particular states that the legislation governing the proposed introduction of Market Linked Exempt Income Streams has not yet been legislated. The material and information appearing on this site has been prepared for general information and not having regard to any person's particular circumstances. As such, before making an investment decision, you should consult a financial planner.

Upper Quartile acknowledges that some or all of the data used to generate its reports may have been sourced from FPI Ltd and/or Morningstar.
Please refer to the Conditions of Use statements in this website regarding the use of this data.