Mentor Solutions Information for Investors and Advisers Mentor Solutions for Investors Mentor Solutions for Advisers The Trustee and Administrator

Why choose Mentor?

Mentor provides Advisers the opportunity to offer their clients a broad range of investment options with superior service quality and a competitive pricing structure.

Major benefits to Mentor Advisers

To assist you in creating value for your clients Mentor Advisers are provided with the following benefits:

Free MoneyOne® Office Software

Comprehensive Reporting

Website Functionality

Quality Administration

Dedicated & Professional Service Teams

MoneyOne® Office ADVISER EDITION As a Mentor Adviser you are provided with exclusive access to MoneyOne Office software. MoneyOne Office provides you with features which allow efficient client management, including the easy generation of FSR compliant Statement of Advice (SOA) documents and other tools, assisting you to provide a more proficient service offering to your clients. Contact Mentor Client Services on 1300 550 899 or visit www.moneyone.com.au for more information.

Benefits of MoneyOne® Office include:

An intuitive and easy to use system - your support staff can easily produce SOAs, pre-populated application forms and automated client review documents;

Client data which resides on your desktop - making data retrieval swift and reliable;

One key entry - reducing errors and increasing efficiency;

The seamless download of reports from the MoneyOne Office website;

Improvements in practice productivity and efficiency by allowing office tasks to be assigned and tracked through one interface reducing time spent on client reviews and the preparation of application forms; and

Efficient document management - documents can be associated with clients and shared electronically throughout the office.

For further information, contact your local Mentor Business Development Manager, Mentor Client Services on 1300 550 899, or refer to the MoneyOne website at www.moneyone.com.au.

Comprehensive Reporting

Through MoneyOne Office and the Mentor website, you are able to obtain a complete assessment of your clients' financial status by accessing date rangeable reports including:

Comprehensive earnings reports;

Transaction reports;

Total Asset Allocation reports; and

Batched reports.

Website functionality

The Mentor website provides you with access to a variety of online tools and information including:

Data mining and research tools;

Adviser commission reports;

Progress reports to track applications; and

Technical support information.

Quality administration

Mentor's platform partner, Oasis Asset Management, provides responsive and efficient administration. Oasis sets new benchmarks in service quality for administration providers and monitors service delivery to ensure consistent achievement of high service standards.

Dedicated & Professional Service Teams

Mentor offers Advisers personalised service through their Client Services and dedicated Sales Support teams.