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Complimentary Preliminary Proposal

In order to utilise the services of Landau Securities, there are a series of steps that you need to complete. The first is the completion of a Landau Securities Questionnaire, which consists of a series of questions that can generally be answered in around 10 to 15 minutes. To access the Questionnaire click ‘Start Here’ on the right hand side of this page.

Your answers give us a better understanding of you, including, the types of investments that interest you, the potential amount you wish to invest, your risk tolerance and the length of time you are considering to invest your money.

The second stage of this process is the development of a Complimentary Preliminary Investment Proposal. This gives you a range of options based on your answers to the Questionnaire. The Preliminary Proposal provides you with a number of investment ‘scenarios’ that you will need to read carefully and decide which ones most appeal to you. You then register your scenario choices on the Landau Securities website, in order to proceed to the purchase of a Full Investment Proposal.

We appreciate your time and commitment in completing a Landau Securities Questionnaire. We are dedicated to creating a complementary Preliminary Investment Proposal for you utilising some of the best mutual funds the world has to offer. The investment scenarios you choose will then be used to create your personal Full Investment Proposal. This website contains a wealth of information to assist you in your decision making.

Please note that while most of the mutual funds should be considered with a minimum investment period of three years. Investment scenarios can change month by month due to new investments being added or existing funds closing their doors to new investors. It is for this reason that we suggest that a Preliminary Investment Proposal is only valid for 3 months and while we are happy to do your first Preliminary Investment Proposal free of charge. If you require a second Preliminary Proposal, there is an AU$198.00 fee for this service.

 

 
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