Synergy Investment Plus

Product Disclosure Statement
Investment Authority
Current Investment list/disclosure documents
Redemption restrictions applicable to invest options (illiquid investments)

Synergy Investment Plus has the flexibility to adapt to your personal investment needs. Whether you are saving for a deposit on your home, the education of your children, or building wealth for your retirement, Synergy Investment Plus has been designed as an easy and flexible way to assist you to build capital growth, receive regular income, or to achieve a combination of both.

You have the choice of a wide range of investment options, which you can change quickly and easily with help from your financial adviser. In addition, if you hold existing investments that are on our current investment list, they may be consolidated directly into your account without incurring capital gains tax. Synergy Investment Plus is also appropriate for self managed superannuation funds to help manage their investment portfolios, providing simplified investment management and administration.

The responsible entity of Synergy Investment Plus is NMMT Limited (ABN: 42 058 835 573 AFS Licence No. 234653) a wholly owned subsidiary of AXA Asia Pacific Holdings Limited (ABN 78 069 123 011) .