Accolade Plus - Allowing you to invest your money without having to invest too much of your time

Accolade Plus has been designed for clients wanting the peace of mind and assurance that goes with having an Investment Adviser actively manage and execute every aspect of their investment strategy on a discretionary basis. 

Accolade Plus allows you to retain control of your investment portfolio without the day-to-day responsibilities. It is an ideal vehicle for clients who don’t have the time, expertise or inclination to actively manage their share portfolio on a daily basis but want more influence and input than is possible in a large, pooled managed fund.

How does Accolade Plus Work?

Our Accolade Plus service allows you to create a portfolio that meets your individual needs and preferences. You then have direct contact with your own Patersons Investment Adviser, who is responsible for managing your share portfolio on your behalf.  Your portfolio is reviewed by an investment panel on a quarterly basis, so you can be confident your investments are well looked after.

The service combines the benefits of having an individual portfolio of stocks with the expertise and pro-active management of our Patersons Investment Adviser and Accolade Investment Committee.

An Accolade Plus Account is designed for, and is particularly well suited to:

• Private clients and companies
• Trustee accounts, charities and smaller institutions such as Independent schools, churches, hospitals or other groups with bequests to invest
• Superannuation funds and family companies

Accolade Brochure  |  Accolade Sample Tax Report

For more information on Accolade Plus or our Accolade suite of services, please contact your Patersons Adviser or our Accolade Services team on accolade@psl.com.au.

IMPORTANT NOTE: This is general advice only and does not take into account your objectives, financial situation and needs. Before acting on this advice you should consider its appropriateness having regard to all your personal circumstances.