Investment Records
Help with understanding and organising information relating to existing mutual fund investments and folios.
MMC Financial Services
Investor Care, Beyond the Investment
Good financial relationships continue after an investment is made. Investor Care is about helping you stay organised, informed and connected with your financial journey.
Growing Wealth. Protecting Futures.
Investor Care
Support for the important details around your investments.
From keeping records organised to understanding the next step, we can help you identify what needs attention.
How We Help
Practical support for investors
Investor Care brings together common service and support needs that can arise during your financial journey.
KYC Assistance
Guidance around KYC-related requirements and the information you may need to keep your investor records up to date.
Nomination & Investor Details
Understand the steps involved when reviewing nomination or other investor details that may need attention.
Folio Organisation
Bring together information from existing investments so that your overall financial picture is easier to understand.
Existing Investment Questions
If you have a question about an existing investment, you can send it to MMC and provide the relevant details.
Ongoing Financial Journey
Your financial needs can change over time. We can help you identify when a review or conversation may be appropriate.
A Simple Process
Bring your question. We'll start there.
You do not need to know the technical process before contacting us. Tell us what you need help with and we can identify the appropriate next step.
01
Tell us
Share the investor-care requirement or question.
02
Understand
We identify the information or action that may be required.
03
Take the next step
Proceed with the relevant process or follow-up.
Important
Keep your investor information current
Investor records can change as life circumstances change. It is useful to review important details periodically and keep relevant information updated with the appropriate institutions.
Need Help?
Have an investor-care question?
Start with a question or schedule a conversation. We'll help you understand the appropriate next step.