Important documentation when considering investing your strata fund investment.

Feel free to share this with your committee members and strata manager for review.

Always happy to discuss further, or set up some time to introduce ourselves to your committee and trusted partners.

​

A Target Market Determination is a document which describes who a product is appropriate for (the target market), and any conditions around how the product can be distributed to customers.

​

A Complaints Handling Policy details the way to make a complaint, and the procedures in place to ensure it is handled correctly.

Performance reports give investors the information they need to make well-informed decisions about whether funds' risk/reward relationships are appropriate to their specific needs.

​

A financial services guide (FSG) informs you of your rights, entitlements and details the services we provide. 

A Continuing Professional Development Policy details the required ongoing training and monitoring required to ensure a high level of service to our clients.