HUB24 NON-CUSTODIAL SERVICE
Keep track of all your investments in one place
At HUB24, we understand the importance of having complete oversight of all your investments to enable you to make informed decisions. The HUB24 Non-Custodial Service empowers you and your adviser to conveniently manage and keep track of all your investments from one secure place. Accessed from your HUB24 Invest – Choice account, this solution provides you and your adviser with comprehensive administration and integrated reporting for all your investments, allowing you to easily stay up-to-date.
Reduce the complexity of managing your investments
HUB24 is committed to delivering innovative solutions that reduce the complexity of managing all your investments. By streamlining administration and reporting, the HUB24 Non-Custodial Service provides you with a range of benefits:
Efficiency through the processing of data and relevant transactions on your behalf to save you and your financial adviser time and reduce the complexity of administering and managing your assets.
Informed decision making by viewing all your investments in a single place – including access to a consolidated dashboard, ad-hoc and regular reporting and a consolidated tax statement.
Investment choice and flexibility with a broad range of assets that can be held outside of the HUB24 platform and administered via the HUB24 Non-Custodial Service – this is in addition to the extensive investment menu offered via your HUB24 Invest – Choice account.
Caters to your evolving investment needs as your wealth increases and your advice needs become more complex, you and your financial adviser can confidently and easily access assets that meet your investment needs.
Secure and convenient for you and your financial adviser to administer your investment assets within the HUB24 platform, providing you with access to a secure digital environment.
Establishing your HUB24 Non-Custodial Service account
It’s important to us that you and your financial adviser have an easy and streamlined experience when setting up your HUB24 Non-Custodial Service. Once your HUB24 Invest – Choice account is established, you can easily apply to set-up your HUB24 Non-Custodial Service account. When setting up your HUB24 Non-Custodial Service account, you’ll need to ensure that you use the same legal entity name as your HUB24 Invest account.
To facilitate a smooth onboarding process, we will undertake a preliminary review of your proposed assets to determine the most appropriate environment for them to be administered in.
