Financial Planner Portal
A best-of-breed global private credit income fund offering fixed duration accounts with industry-leading target rates and built-in layers of protection.
The TermPlus portal allows you to onboard, track, and manage all your client accounts in one place, alongside your clients!
A better solution for income-seeking clients
- Linked to the global private credit commercial middle market
- Fund-of-funds accessing best of breed top quartile credit opportunities
- Powered by Pengana Capital Group, in association with Mercer
- Built-in layers of protection
- Highly diversified underlying assets, over 2,000 individual commercial loans
- A floating income rate keeps your clients’ income one step ahead
Get Access!
The TermPlus Financial Planner Portal is currently available to select financial planning practices. To find out more, please provide your details below and a friendly member of our team will send you some more information.
