Licensed Financial Advisers | Trilogy Funds Australia

Trilogy’s Financial Adviser Services

Trilogy is dedicated to assisting licensed Financial Advisers to service their clients who hold investments with us and taking the work out of understanding our product offerings through relevant communication.

Trilogy Monthly Income Trust

The Trilogy Monthly Income Trust is currently rated by SQM Research. Any rating is only one factor to consider when deciding to invest. SQM Research provides this report exclusively for Financial Advisers.

Trilogy Monthly Income Trust SQM Research Star Rating

Trilogy Enhanced Cash

Trilogy Enhanced Cash is currently rated by SQM Research. Any rating is only one factor to consider when deciding to invest. SQM Research provides this report exclusively for Financial Advisers.

Trilogy Enhanced Cash SQM Research Report Star Rating

The rating contained on this page is issued by SQM Research Pty Ltd ABN 93 122 592 036. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. Information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued, however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

THE TRILOGY MONTHLY INCOME TRUST AND TRILOGY ENHANCED CASH ARE AVAILABLE ON THE FOLLOWING PLATFORMS:

 

Trilogy Monthly Income Trust

  • Netwealth
  • Hub24
  • Powerwrap
  • Mason Stevens
  • uXchange

Trilogy Enhanced Cash

  • Powerwrap
  • Mason Stevens
  • uXchange

.

We have developed a range of resources to support advisers in servicing their valued clients as well as reviewing our investment offers. Please contact us on adviserservices@trilogyfunds.com.au or via free call 1800 230 099 for more information on how we can help you.

Can’t find the form or resource you’re looking for, see our full list of forms.

Trilogy Monthly Income Trust

Product Disclosure Statement (PDS)

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Brochure

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Application form - Individual & joint investors

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Application form - Superannuation/Trust

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Application form - Companies

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Application form - Existing investors

Download

Trilogy Enhanced Cash

PDS Information Booklet

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Product Disclosure Statement (PDS)

Download

Brochure

Download

Application form - Individual & joint investors

Download

Application form - Superannuation/Trust

Download

Application form - Companies

Download

Application form - Existing investors

Download

Withdrawal form

Download

Trilogy have dedicated Business Development Managers to assist with your investment enquiries, provide engaging content for your existing and prospective clients and to deliver information about your clients’ investments with us.

Nicole Ott, National Adviser Services Manager
t 07 3039 2828 d 07 3039 2802 m 0432 105 114
e n.ott@trilogyfunds.com.au

Walter Raspopin, Private Client Manager
t 07 3039 2828 d 07 3039 2815
e w.raspopin@trilogyfunds.com.au