Important documentation when considering investing your strata fund investment.

Strata Guardian Flyer

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.

Strata Guardian Target Market Determination

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.

Strata Guardian Complaint Handling Policy

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

Latest Strata Guardian Performance Report

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.

Strata Guardian Financial Services Guide

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

Strata Guardian Continuing Professional Development (CPD) Policy 

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