Is there a lock in period for investing like a term deposit?

By Mitchell Sneddon · 20 Jun 2020

By Mitchell Sneddon ·
20 Jun 2020

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3yr ago

Question

Is there a lock in period for investing like a term deposit?

Answer

No, there is no lock in period. Clients can open an account one week and close it the next if they need. We do recommend taking a long term view with the portfolios but understand if investors circumstances change. Keep in mind there are brokerage costs every time we transact so it is not in your best interest to come and go regularly.

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Amount invested	Our management fees
$0 to $100,000	0.55% p.a.
$100,000+	$550 p.a. capped fees

Is there a lock in period for investing like a term deposit?

Question

Answer

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