Sharing knowledge is a commitment of Frais Capital and their strategic partners. In doing so, Frais Capital and the team have the client’s needs and investment outcomes and goals as the priority.
Frequently Asked Questions
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Frais Capital provides an electronic account opening process for efficient and seamless onboarding. Consistency is a core value and client’s will always have access to their primary advisor and the advisor’s support team to answer any specific advice or administrative queries in a timely and efficient manner.
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The investment capability at Frais Capital spans across both listed and unlisted assets and provides clients access to over 30 international exchanges worldwide. By partnering with industry proven experts and trading platforms, Frais Capital provides clients with best in class access and insight. Clients will be able to invest directly or indirectly in both local and international equity markets and monitor these investments with their online investment portal. They will be able to track, benchmark and review their investment performance.
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Frais Capital has access to an extensive breadth of industry leading research, partnering with institutionally recognised expertise locally and internationally. Frais Capital is proud to be working with industry leading research provider MST Financial, delivering comprehensive insight and investment analysis. In additional to the rigorous investment analysis of MST, Frais Capital has access to a number of globally recognised, Industry leading equity research providers global research providers Fundstrat and Mornignstar.
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Clients owning domestically listed shares continue to use the CHESS registration system, a service owned and provided by the Australian Stock Exchange. FinClear is the domestic provider of settlement services for clients and has partnered with a leading global custodian to ensure that international listed equities and investments are safely held. Custodian services are provided by large banks to hold assets on behalf of clients and responsible for the protection of these assets, similar to a vault.
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Clients continue to hold assets in their names and use their preferred bank account. Frais Capital has partnered with a range of banking institutions including Macquarie Group to ensure seamless settlement and reporting to clients. Frais Capital doesn’t hold cash on behalf of clients.
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Frais Capital is regulated in accordance with the Corporations Act 2001 and Privacy Act 1988 and as such, is required, by law, to protect client data. Cyber security, internal access/process controls and strong technology support remain a key focus for the business. Frais Capital has partnered with leading IT professionals to ensure the constant monitoring and maintaining of systems and security processes.
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The importance of transparency, continuity and communication are important to Frais Capital. Clients will always have access to their adviser and the Frais Capital support team is always available to answer any questions.