HUB24 NON-CUSTODIAL SERVICE
About the HUB24 Non-Custodial Service
The HUB24 Non-Custodial Service, together with HUB24 Invest, provides you and your adviser with an integrated, comprehensive service to transact, manage, administer, and report on all your investments and non-custodial assets, in a single place. The assets that are accessible in the HUB24 Non-Custodial Service are those that, generally, cannot be accessed via HUB24 Invest.
Benefits of the HUB24 Non-Custodial Service
The HUB24 Non-Custodial Service together with HUB24 Invest provides you with a range of benefits including:
Efficiency – you can manage your various assets in a single place, which helps reduce the administration burden of managing your assets.
Convenience – 24-hour online access to your assets.
Extensive menu – ability to choose from an extensive investment menu offered via HUB24 Invest and a broad range of non-custodial assets that can be held outside of HUB24 Invest and administered via the HUB24 Non-Custodial Service.
Establishing a HUB24 Non-Custodial Service account
An investor who holds a HUB24 Invest account and accesses the Choice Menu, is also eligible to apply for the HUB24 Non-Custodial Service. To establish your HUB24 Non-Custodial Service account, your HUB24 Invest account will first need to be setup. When setting up your HUB24 Non-Custodial Service account, you’ll need to ensure that you use the same legal entity name as your HUB24 Invest account.
To facilitate a smooth onboarding process we will undertake a preliminary review of the proposed assets to determine the most appropriate environment for them to be administered in. Download the instructions below and record your proposed assets:
