CBA – CAPITAL SERIES TRIO 2% REBATE

CBA – CAPITAL SERIES TRIO 2% REBATE

Fee Rebate
Min Investment $10,000
Expected Close

Commonwealth Bank – Capital Series Trio

A capital protected investment into the performance of Gold, the ASX200 Index or Asian Equities

Commonwealth Bank With the recent rise in the world markets, capital protected investments have continued to be attractive to investors looking to participate in the anticipated rise of equities but require the reassurance that their capital is protected.
CBA’s latest capital protected product, Capital Series Trio allows you to do just that, allowing investors the opportunity to participate in the rise of the performance of Gold, ASX200 Index or Asian Indices with a potential for income.

Up to 2% rebate on your investment amount

Unlike many other providers, Wealth Focus investors will also benefit from a 100% rebate of the 2% commission (1% where no loan has been applied for).

CBA-Cap-Series-3-Inv-Options

Borrow to invest

A 100% investment loan is also available to investors who wish to borrow to invest in Capital Series Trio (not available to SMSFs).
Indicative interest rates as at 7 September 2009 are as follows:
CBA-Cap-Series-3-Interest-rates

  • Key Facts
  • Download/Order a PDS
  • Read our June feature on capital protection
  • Guide to capital protection
  • Capital Protected Product Comparison Tables

Alternatively, if you wish to obtain hard copies or discuss this investment further, please call us on 1300 559 869.


Find out more
If you would like further information on CBA Capital Series Trio, please click on the links below:
  • PDS (including application)
  • Key Facts
  • Further information on Capital Series Trio
  • Our June on capital protected products
  • Wealth Focus Guide to capital protection
  • Capital Protection Comparison Tables
Alternatively, if you wish to obtain hard copies or discuss this investment further, please call us on 1300 559 869.
Best regards
Sulieman Ravell
Wealth Focus Pty Ltd

What do we get paid?
Wealth Focus will rebate 2% commission (100%) on investments into Capital Series Trio (1% where no loan is applied for) in the form of a cheque and may also receive a trailing commission of up to 0.50% pa of the value of the investment loan. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.

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