2019-11-12 09:44:141970-01-01 00:00:00
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KOSEC Service Fee
7 DAYS ACCESS
LOTUS BLUE PORTAL
7 DAYS ACCESS
LOTUS BLUE PORTAL

KOSEC

Service Fee


NO HIDDEN FEES – NO MANAGEMENT FEES – NO OUT PERFORMANCE FEES
NO HOURLY CONSULTANCY FEES – NO ADMINISTRATION FEES – NO EXIT FEES

KOSEC exists to support clients with the information, strategy and timing that can help with investments in Australian securities. We operate in a market place rich with choice so we must differentiate ourselves when it comes to values, strategy and results. KOSEC supports its clients, its people, its partners and the community through a range of services, initiatives and activities and seeks to be known for transparency, innovation and performance.

KOSEC STANDARD

PRIVATE WEALTH CLIENT SERVICE

$1089

inc GST per year

Dealing & Support Team
Daily Market Wrap
Monthly Research Report
Institutional Valuations
Corporate Finance Opportunities
Account Setup & Assistance
Lotus Blue Investment Portal
Portfolio Review
Access In house Analysts
Quarterly Lunches with Senior Management
Investment Conference
Kodari Magazine
Book – Hard Copy of “Stock Market Success”
Events

KOSEC GOLD

PRIVATE WEALTH CLIENT SERVICE

$11,000

inc GST per year

Lotus Blue Investment Portal
Dealing & Support Team
Daily Market Wrap
Monthly Research Report
Portfolio Review
Institutional Valuations
Corporate Finance Opportunities
Access to in-house Analysts
Account Setup & Assistance
Quarterly Lunches With Senior Management
Investment Conferences
KODARI Magazine
Book – Hard Copy of “Stock Market Success”
Events

KOSEC

Benefits

KOSEC Service Fee

Work with a team
of experts

KOSEC allows clients to gain access to not just one, but an entire team of experienced professionals with a passion for the stock market to disseminate our centralised General Advice throughout the year.

KOSEC Service Fee

Institutional
Research

Through our portal, website, reports and publications we bring to you the news, announcements and institutional broker calls which provide you with all the evidence you need to make robust and logical investment decisions.

KOSEC Service Fee

Corporate
Finance

Learn about select off-market transactions not found on execution-only platforms whereby you can invest ahead of the market. 

KOSEC Service Fee

Education +
Seminars

Through seminars and digital correspondence, we provide investors with the academic theory behind establishing a skill set to succeed in managing your own investments. 

KOSEC Service Fee

Investment
Community

Attend conferences, lunches and evening events so that you mix with industry experts, elite brands and like-minded investors through our unique investment society.

KOSEC Terms & Conditions

Kodari Securities Pty Ltd (CAR 399556) trading as KOSEC is regulated by the Australian Securities and Investment Commission (ASIC). KOSEC is a financial services company and any information provided by its platforms, portals, reports and documents is protected by copyright. Any unauthorised production of this information is prohibited.
KOSEC reserves the right to change or remove any information provided on our website, reports or any documents including these terms and conditions at any time without notice. The change or modification to the terms and conditions will be effective immediately upon posting an updated version on our website, necessary platforms and documents. It is recommended that you review the information provided on our website, including these terms and conditions frequently for any changes.

Disclaimer
KOSEC provides general advice only. The information provided is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. KOSEC recommends that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Please make sure you read our Financial Services Guide (FSG).

KOSEC does not guarantee any returns. Past performance of any product discussed is not indicative of future performance. (We urge that caution should be exercised in assessing past performance. All financial products are subject to market forces and unpredictable events that may adversely affect their future performance). Investing in the stock market can incur huge losses. Please also be aware that fees will incur on every transaction regardless of the performance of your investments or returns generated. Employees and or associates of KOSEC may hold one or more of the stocks, securities or investments reviewed by the company.

Your use of information from our website, reports, documents and from talking to our representatives/associates is at your risk. Under no circumstance should the investment be based solely on KOSEC information and general advice. You should seek professional financial planning advice.
KOSEC aims to maintain the accuracy of the data and information provided on this website, by using information prepared from a wide variety of sources, which KOSEC to the best of its knowledge and belief, considers accurate and does not make any representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability, suitability or availability of the information provided.

We may at times refer to third parties, which the details of these third parties have been provided solely for you to obtain further information about other relevant products and entities in the market. KOSEC has no control over the information third parties have, or the products or services offered, and therefore make no representations regarding the accuracy or suitability of such information, products or services. You are advised to make your own enquiries in relation to third parties. Our inclusion of any third party content is not an endorsement of that content or the third party.

Fees
As a client you will be charged a yearly service fee and a set brokerage fee per transaction. Your service fee will automatically renew at the end of your agreed 12 month period at the same rate advertised at the time. Your credit card or bank account will be charged for a further year following which will again auto renew until you cancel your yearly service fee. You can cancel the auto renewal at any time in advance of the renewal date by contacting us. KOSEC is aware of the need to ensure the security of your credit card details and our payment systems are compliant with the Payment Card Industry (PCI) Data Security Standard.

Privacy
You consent to receiving email correspondence from KOSEC, as well as companies KOSEC has an association with. These emails will be sent by KOSEC and third party companies. You can opt out of receiving any category of emails at any time by contacting us. We may from time to time inform you of special offers, or even ask your opinion of the services we provide, but your involvement is optional. Should you request us to do so, we will archive your details.

Indemnity and Liability
You indemnify KOSEC from all claims or threatened claims, suits, demands, damages, costs as well as including legal costs incurred in dealing with any threatened claim, expenses made by any person or corporation against KOSEC and any other amounts which is caused by KOSEC providing information, execution and General Advice.

You hold KOSEC harmless and release it from any liability in respect of any loss, harm or damage arising from a decision made by you on the basis of information obtained through the use of our portal, reports, documents or any General Advice given and any transaction taken place.

You hold KOSEC harmless and release it from any liability in respect of any loss, harm or damage arising from delays in executing orders for the client and acknowledges KOSEC makes no guarantees about the time taken to execute an order on behalf of the client. You acknowledge that KOSEC relies on third parties in providing technology and release KOSEC from any harm, loss or damage you may suffer as a result of the failure of such information technology.

Cookies and Links
KOSEC website, and its portal uses cookies, which lets us identify your browser while you are using the site or our portal. Cookies do not identify you personally. They simply allow us to track your usage patterns. If you prefer not to receive cookies, you can configure your browser to reject them or to notify you when they are being used. The functionality of the KOSEC website may be impacted if you restrict the use of cookies.

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