Investors and Advisors

Olivia123 is the online service which makes completing application forms for managed funds and financial products as easy as one, two, three.

Whether you are completing an application form for the first time or the fortieth, it always seems to be a tedious and confusing process. There are multiple pages and sections of the form to complete, and frequently the information has to be repeated. Depending on the type of investor (individual, partnership, company or trust) different information is required. The increased requirements for fund Managers to conform to AUSTRAC requirements with each investor's proof of identity to satisfy Anti Money Laundering (AML) and Know Your client (KYC) legislation complicates the process further.

There's no one to tell you if you have made a mistake, omitted to tick a vital box, or attached the correct documents. As a result many application forms aren't processed in time for cut-off, so the application money sits idly in a custodian's bank account not earning interest.

Olivia123 changes all that.

Secure online data

Once you have logged into our secure server you can complete the application online. Olivia123 uses 2 factor authentication to protect your personal information, with passwords encrypted and a secure internal messaging system.

User friendly dashboard

Save your application at any time and return later to complete it. From your dashboard you can contact the fund managers, download your completed applications and start new ones.

Once you have completed an application for one fund, Olivia123 can prepopulate future applications, saving further time and frustration.

Advisors can manage applications for multiple clients investing in multiple funds.

Verification online

Olivia123 includes electronic signatures and an ID verification module which allows investors' addresses and a range of identity documents to be verified, and confirmed online, reducing the need for certified documents. Any additional documents required can be uploaded, or if required sent in the mail.

Faster Processing

All applications are held on Olivia123's secure server, saving processing time and reducing frustrating follow up calls. Your applications remain saved with a printed copy available if required.