Important documentation when considering investing your strata fund investment.

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.

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

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.