Australian Unity Approved Product List 

Why do we have an Approved Product List (APL)? 

Our Approved Product List has been compiled to provide the Financial Planners and Advisers with a detailed list of both research rated products and providers from which to select to form investment recommendations for their clients.


How do we determine the suitability of a product or provider? 

We utilise market and industry research in conjunction with our own internal research to determine the eligibility of a product or provider to be recommended by Australian Unity Wealth.  An investment fund or platform provider must have a minimum of “3 out of 5” star research rating from Morningstar to be considered for the APL. Where a Morningstar rating is not available the fund will have to have a minimum Lonsec rating of “3 out of 5”. Where neither of these rating agencies cover certain products we will revert to SQM Research where a rating of at least 3¼ stars is required.

Is this Approved Product List current and relevant? 

The list is reviewed at the end of each quarter at a minimum and as necessary when there is a change to the research ratings of any existing or prospective products and providers. 

Read the aricle here.