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.