Welcome to LM Information Exchange

Please note: to access Information Exchange, you will need to use Windows Internet Explorer 9 web browser.
 

New Releases!

As part of our continuing improvements to LM Information Exchange we are pleased to advise that we have now released;
 

• The LM Fund Rate Calculator - This facility is designed to allow you to tailor and print rate sheets by Fund, investment currency, investment term, distribution frequency and to apply adviser fee instructions such as rebates.
• Maturing Investment Report - available via the Investment Management menu within LM Information Exchange.
• LM Document Library - providing access to forms to assist with the administration of your clients' accounts.
• Improved search functions on Dealers, Advisers, Investors and associated account details pages.
• Active/Inactive Filters - on investor pages. By default, only active filters will appear, and when unselected all active and inactive investor accounts will be displayed.

Over the coming months, further enhancements for licensees/dealers, advisers and global platforms/portfolio bonds will be available on LM Information Exchange. In subsequent releases, you will be able to access:-

• Detailed reports tailored to your specific requirements, which you can view on screen, export and save or print.
• LM product information and current marketing material  

Please note, that for your convenience, every page of LM Information Exchange features a drop down facility in the top right hand corner for ease of logging out or signing in as a different user.

Should you require any assistance, please contact our Client Relations department on +61 7 5584 4500 or mail@LMaustralia.com.
 

 

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