Posted on : By : PPD1962 Posted in : Client Services|Uncategorized

Clients: investment manager services agreement now available

QUESTION: are you ready to invest our money?

ANSWER: Yes.  We have an investment manager services (“IMS”) agreement that can be sent to clients who want us to manage their funds in an individually managed account (“IMA”).  The minimum investment is A$100k.

ACTION PLAN:

  1. Use the “contact us” tab to let us know you would us to send you the IMS agreement.
  2. Ask your accountant to send us a certificate that you are not a retail investors.  (Most accountants would be too embarrassed to charge for the certificate as there is almost no work involved.)
  3. We will call to set up a meeting to discuss the parameters of your porfolio and the administrative set up.
IMPORTANT: This Q&A is general product advice for wholesale or sophisticated investors, and NOT suitable for retail investors.  Retail investors should seek advice specific to their circumstances and not rely upon general product advice written for other types of investors.  Retail investors acting like wholesale/sophisticated investor are likely to experience inappropriate and/or excessive risk for their circumstances, and unacceptable losses.