Pearler vs Australian Ethical

Build financial independence, no matter where you are on the investing journey. Pearler can help you get there – it’s investing made simple again. Pearler is a share trading app designed to help you invest smart to build financial independence. We don’t have all the answers (nobody does), but we’re on a mission to help you find your own. With the Pearler app, you can: • Discover your investing style through shares trading, LICs and ETF investing • Avoid hidden fees and simply pay low fees per trade • Choose assets to invest in or use a template portfolio to get you started • Build wealth while you sleep with a set-and-forget Autoinvest strategy • Track your progress towards financial independence or any other financial goal • Follow Finfluencers to learn and help you find your investing path Get rich slow – that’s the Pearler mantra. Real investing should be about going the distance. Investing should be boring. That’s why Pearler is built for long-term investors, not traders. No FOMO, no get-rich-quick stock tips, just insights from a community you can trust. With Pearler, you don’t do the journey alone. Plus, you can earn investment credits for referring your friends! Ready to build your wealth? Download the Pearler app for free and start your journey today. IMPORTANT THAT YOU READ The information is prepared by Pearler Investments Pty Ltd t/a Pearler (ABN 32 625 120 649) (Pearler) who is an authorised representative (AFS Representative No. 1281540) of Sanlam Private Wealth Pty Ltd (ABN 18 136 960 775, AFSL 337927) (Sanlam). At Pearler, we strive to make investing for your long-term goals easier and fun but we only provide general information and/ or general advice. We have not taken into consideration any of your personal circumstances, objectives, financial situation or needs nor do we use your preferences or search history to tailor your user experience. Any information is of a general nature only and does not consider your personal circumstances, objectives, financial situation or needs. Before acting on the information, you should consider its appropriateness, having regard to your personal circumstances, objectives, financial situation and needs. You may also wish to consider seeking appropriate financial, taxation and/or legal advice. All investments carry risk. You may lose some or all of your money invested. Except as expressly disclosed otherwise, the performance of an investment or the repayment of capital is not guaranteed. Please view our Financial Services Guide (https://pearler.com/financial-services-guide) before deciding to use or invest on Pearler.

An easy way for Australian Ethical Managed Fund investors to stay on top of their earth-changing investments. With this version of the app you’ll be able to: - Access a summary of your overall portfolio value and the value of your individual funds - View the balance of your funds - Track your contributions to individual funds - View your funds’ top 10 holdings - View recent transactions for each fund (e.g. deposits, distributions) - Set-up and make changes to a regular investment plan - Manage distribution rules for your fund e.g. re-invest funds, or payout in cash to your nominated bank account - Update your personal information, password, and bank account You will need to be an existing Australian Ethical investor to use the app. You will need your InvestorServe account details to login. If you don’t have an account or have forgotten your details, you can get these within the app. This is general information only and is not intended to provide you with financial advice or take into account your individual investment objectives, financial situation or needs. Before acting on it, consider its appropriateness to your circumstances and read the Financial Services Guide, the Product Disclosure Statement and the Target Market Determination relevant to the product which is available on our website. You should consider seeking advice from a licensed financial adviser before making an investment decision. Past performance is not a reliable indicator of future performance. Interests in the Australian Ethical Managed Funds are issued by Australian Ethical Investment Ltd (ABN 47 003 188 930, AFSL 229949). Australian Ethical respects your privacy. All personal information is handled in accordance with Australian Ethical’s Privacy Policy [:mav: 2.0.1]