Offering your clients a professionally managed share portfolio

This is a separately managed account (SMA) that allows investors to retain beneficial ownership of stocks, and to view and manage their investment almost as if it were a direct equity investment. At the same time, investors may potentially benefit from significant tax advantages and cost savings through their membership of the service.

The BlackRock Customised Portfolio Service (CPS) is web-based and easy to log into and use.

Investors (and their financial advisers) can view underlying stocks as a single portfolio. Yet compliance requirements for financial advisers differ very little (and sometimes not at all) from those for managed funds.

 

Capital Protected Top 20

Available through the Separately Managed Accounts, BlackRock's new Capital Protected Top 20 has been developed to provide investors with exposure to the top 20 blue chip, Australian shares, with the added security of knowing that their initial investment is 100% protected on maturity.

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Forms

Download the Investor Identification Form for CPS >

Download the CPS Change of Bank Account & Direct Debit Authority Form

 

Set up or access your account

  • To set up your own BlackRock Customised Portfolio Service account, simply register here, and you will be sent a User ID and Password.

 

Already have a Customised Portfolio Service account?

 

Further Information

BlackRock CPS - Offering your clients a professionally managed share portfolio >

Understanding Separately Managed Accounts (SMAs) >

SMAs – professional share portfolios for every investor >