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Infocus Wealth Management Limited (IWML)
       
 
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Additional information
 
Infocus Wealth Management Limited (IWML)
 
 
Mission statement: 

We provide financial planning services and advice to individuals, corporations, small and medium sized businesses and charitable organisations.
Overview: 

Infocus Wealth Management Limited (IWML) is the holding company of the Infocus Group.  IWML wholly owns all subsidiary companies, including:

Infocus Securities Australia Pty Ltd - our financial planning advisory network;
Platformplus Pty Ltd - our information technology division;
Portfoliofocus Pty Ltd - our financial product distribution division;
Alpha Fund Managers Pty Ltd - our funds management division;
Infocus Financial Planning Pty Ltd - the company used for direct ownership of financial planning firms via the Infocus Buyer of First Resort (BOFR) facility; and
Commission Refunders Pty Ltd - our direct client investment division.
A class or Redeemable Preference Shares (RPS) has been established within IWML for the Infocus Equity Plan, meaning that investors in the equity plan indirectly invest into each of the Infocus Group business units.

The Infocus Group is valued annually in order to set a value for this class of shares, with the valuation released annually at the IWML Annual General Meeting.

Corporate Authorised Representatives (CARs) who reach certain qualification levels will be invited to invest into the Infocus Equity Plan via the purchase of IWML RPS.

The purchase price of the IWML RPS will be at a price of up to 25% discount on the current market price of such shares, with discounts based upon certain criteria.


 
 
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