Adviser Access Information

LM information exchange has been designed to provide you, the financial adviser with clear and concise information relating to your clients' portfolios.

This facility provides a range of services:

The site navigation menu will give you access to:

• Adviser Information -  lists of all your clients, contact details, a snapshot of investment portfolios highlighting current balance, units, distribution and transaction history.

For immediate access to this facility please contact our Client Relations department on +61 7 5584 4500 or mail@LMaustralia.com for assistance.

• Reports -  funds under management, maturing investments, redemptions, rollovers and taxation summaries.
• Resources - PDS documents, administration forms, marketing material.
   

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