BOQ Trading mFunds
Managing your share and managed fund investments
Important Notice
Thank you for your interest in BOQ Trading. As of 9 April 2023, we will no longer be accepting new applications for BOQ Trading accounts. Applications received up to and including 8 April will continue to be accepted and processed normally.
All existing BOQ Trading customers can continue to use their trading account and can access their account through the link below.
If you have questions about BOQ Trading applications or existing trading accounts, you can contact us by phone or email.
BOQ Trading Helpdesk:
Call us on 1800 748 977
Email us on helpdesk@boqtrading.com.au
Access unlisted managed funds
BOQ Trading now allows you to access managed funds via mFund. An mFund product is an unlisted managed fund admitted for settlement under the ASX Operating Rules. It is available to investors through the mFund Settlement Service.
The mFund Settlement Service has been introduced by ASX to allow investors to buy and sell units in selected unlisted managed funds ('mFund products') through their stockbroker.
Managed funds - diversification potential
Managed fund products can provide access to portfolios made up of a number of companies or investments, different asset classes, industry sectors and overseas markets. The diversification provided by a managed fund may reduce your level of investment risk by minimising the impact of poor performance by a particular share, industry or industry sector.
Transparency and efficiency
Your BOQ Trading account allows you to manage and monitor your share and managed fund investments, all in the one place. The potential advantages for you are:
- Saving time by cutting out the paperwork burden usually associated with buying and selling unlisted managed funds. Through mFund, the paper-based application process is replaced with an online process.
- As an existing client of BOQ Trading, you will not need to send certified identification to each fund manager - we look after all of this for you, automatically!
- Timely access to a wider range of information about managed funds, including unit prices and related announcements, real-time views of your holdings and order status.
Important information
Our Financial Services Guide (FSG) has been updated to include mFunds. Any mFund order you place using the new order ticket will be subject to the new FSG.
For important information on mFund transactions, view the Financial Services Guide.
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