Private Investment Consulting

Private Investment Consulting (PIC) is an exclusive facility which provides your clients access to MLC's sophisticated investment process. The underlying Investments for Private Investment Consulting are our Wholesale Fund Series, administered via the MLC Wrap Platform.

Sales Support

Specific client facing PIC collateral has been produced to assist the end to end process for advisers. The collateral includes:

Fund Profile Tool

The Fund Profile Tool is designed to help you show your client exactly where their money is invested, the latest performance figures and read up-to-date market commentary.

Download the Fund Profile Tool Flyer to see exactly what's available on the tool and the types of reports you can generate.

Product Disclosure Statement

The current Product Disclosure Statement for Private Investment Consulting is available by clicking on the link below.