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This is an internal document that we have prepared for our clients since 2010.  This document summarises all the important things that we need our clients to know about the funds that we are recommending (particularly important following the changes to the PDS  which only have proscribed information).

These were originally provided to clients at each annual review in hard copy, then on a CD Rom, then a USB Stick (still provided in new Financial Plans) and now at annual reviews by a Google Drive link.

This information includes the fees charged by the fund manager, any rebates that our clients receive, the fund sizes, the risks, and why we recommend the funds.

We aim to update these when PDS and material information is updated and are currently working on a process to automate these updates to have as up to date information as possible.


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