Portfolio Administration Service

A PAS is a specialist service designed to bring a diverse investment portfolio together and perform all of the day to day administration for the investor.

AXA’s specialist PAS, Summit, allows you to spread your funds over a variety of investments without being burdened by the increased administration of dealing with numerous fund managers and service providers.

Benefits at a glance

Administering your investments via the Summit platform provides you with a range of benefits.

Namely, you receive:
  • consolidated reports on all of your individual investments;
  • access to services such as insurance and margin lending facilities;
  • access to wholesale managed funds, which often have lower fees and therefore better returns than their retail equivalents;
  • fee aggregation between your super and non-super investment portfolio (where applicable); and
  • free online access to view your portfolio details.

Speak to your financial adviser today and find out how the Summit platform can benefit your investment portfolio.

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As at 30th March 2011, AXA Asia Pacific Holdings Limited and all of its Australian and
New Zealand subsidiaries ceased to be members of the Global AXA Group and became members of the AMP Group.