TWUSUPER uses JANA Investment Advisers to help set the investment strategy, select . 1188 0 obj <>stream trailer endstream You can buy, sell and manage assets for your clients through Adviser Online. Macquarie Group Media Relations endstream endobj 389 0 obj <>/Filter/FlateDecode/Index[26 321]/Length 34/Size 347/Type/XRef/W[1 1 1]>>stream Funds. Macquarie Investment Manager II offers tiered, holdings-based pricing, and may suit clients with concentrated portfolios. $396. Our Target Market Determinations are available at Macquarie.com.au/TMD. 8 0 obj 0000025442 00000 n x]j0~ 1207 0 obj <>/Filter/FlateDecode/ID[<4D28B0B1BCB5894CB6F516F8CDE6F6FC>]/Index[1183 41]/Info 1182 0 R/Length 107/Prev 217144/Root 1184 0 R/Size 1224/Type/XRef/W[1 2 1]>>stream Tiered, holdings-based pricing with a low minimum fee, Access to Australian listed securities, international listed securities. 0000007932 00000 n In connection with this transaction, Macquarie and LPL have entered into a long-term partnership, with Macquarie becoming one of LPLs top-tier strategic asset management partners. 0000003703 00000 n L414p80aS]%q0 H >(VM ,bq@ ^P Minimum investment of $10,000 and a minimum cash holding of $500. endobj 0000003434 00000 n Distributors should refer to ASICs guidance on complaints (Regulatory Guide 271) for further information. The choice of 6 sustainability themed SMA's from Pendal and Dimensional. Weve created this hub so you can stay up to date with the Design and Distribution Obligations (DDO) and view our Target Market Determinations. endstream endobj 541 0 obj <. All sales of non-daily priced funds will be credited to the cash hub and the proceeds cannot be used until they are received and cleared in the cash hub. H]k@ 8:SB`6 +"`]w+e5=c4iB7:}&nzd>UYmRwII>V7A^CR!_b[=g_fg`fJ7q820i=qs?^.8Jv1PpGpoV"y/X58 -Y The DDO regime, including in some cases the conditions and/or restrictions set out in a TMD, may impact the availability of certain Eligible Investments on the Investment Menu. Shawn Lytle, President of Delaware Funds by Macquarie and Head of Macquarie Group in the Americas, said, We are pleased to welcome the Ivy Funds shareholders to the Delaware Funds by Macquarie. What is the personal advice exemption for Design and Distribution Obligations (DDO)? Directors of Macquarie Investment Management Limited on the specified annual investor statements for the year ended 30 June 2021 Scope We have reviewed the annualinvestor statements given to the clients of Macquarie Investment Manager II (the clients) for the year ended 30 June 2021 prepared by Macquarie Investment The information on this website is provided for the use of financial services professionals only. %%EOF BPAY is a registered trademark of BPAY Pty Ltd ABN 69 079 137 518. *Please note, where funds have been closed to applications, they have been removed from . 0000100145 00000 n You can access VIA's IDPS Guide, PDS, Prospectus and TMD at vanguard.com.au or by calling . report to us where you believe a significant dealing in the product which is inconsistent with the products TMD has occurred. endstream endobj startxref 0000001452 00000 n Once we've received your request, we'll transfer the sharesinto your clients Macquarie Online Trading account. Both fund families have a shared focus on delivering strong investment results and an excellent client experience for all. <> +61 2 8232 9986, Lee Lubarsky 0000005772 00000 n 0000002582 00000 n 0.09. endstream endobj startxref In addition, Private Debt Investor has named Macquarie Asset Management the Infrastructure Debt Manager of the Year, Europe 2022. http://macq.co/60063x6ws 0000100588 00000 n Minimum investment of $10,000 and a minimum cash holding of $500. specify the kinds of information a distributor must provide to the issuer (and how frequently it must be provided) to enable the issuer to identify whether the TMD needs to be reviewed. 1148 0 obj <> endobj HVn8}Gq7fI}7m"M(E|-RNQZ`gD9s#{ Weve pulled together information about investment options, streamlined tax efficiency, portfolio transparency and more, to help your clients understand the benefits and advantages of using Macquaries platform. Were delivering a multi-year platform evolution. 540 0 obj <> endobj 0000001921 00000 n 5LP-\pX-zu]`Dfuj:S@gTT3CZHslAB M,%_5"hzj* a\}!fXOD[~dX% Listen to our new weekly podcast series, Navigating to Net Zero, where youll hear from leaders from Macquarie Asset Management and 10 of our portfolio companies and properties across various sectors and regions about what theyre doing to help achieve their net zero goals. endobj Choose between a range of Wrap menus to meet the evolving needs of your clients throughout their wealth journey, and enjoy afull custody model to allow us to manage the investment administration allowing you more time to focus on your clients needs. Hear perspectives from Ben Way, Group Head of Macquarie Asset Management, and Mark Dooley, Global Head of Macquarie Asset Managements Green Investment Group, on our journey as we navigate towards net zero: http://macq.co/60083fMGi, Are you interested in learning more about what it takes to decarbonise infrastructure and real estate assets? hb```BB ea0JDLU jyj8{8$%G[=MA,0QH0i HVK@1C( Fyv6_9Q d00aK:@7S)L'4#,@zU>n3c"TJ 2 2021 Macquarie Management Holdings, Inc. 1627200. R:-~[ 8h Weve got experts on the ground Australia-wide who can help you with platform transitions, training and more, and connect you with a Macquarie expert best placed to solve your specific challenge. 14 0 obj The transaction will result in MAM becoming a top 20 actively managed, long-term open-end US mutual fund manager by assets under management. What is a complaint for Design and Distribution Obligations purposes? 20 0 obj endobj * As assessed by the relevant portfolio manager. %%EOF You can also check the status of existing and previous transactions. Macquarie Wrap Pension Manager 2 is part of the Manager suite of Wrap products offered by Macquarie Investment Management Limited and is designed for members who have advisers to assist them with personal advice in respect to their investments. T: +61 2 8232 2336 1223 0 obj <>stream Have a question that hasnt been answered? endobj Finance is subject to our credit approval criteria. 0000044357 00000 n 18 0 obj We look forward to supporting them with our comprehensive platform that helps them design and operate the perfect practice for them and their clients. The first episode of Navigating to Net Zero explores why were focused on transitioning our existing portfolio not only to fall on the right side of the energy transition, but also to seize the opportunities presented by it. 0000037881 00000 n describe the class of consumer within the target market for the product, specify any distribution conditions / restrictions to assist distributors to ensure that the product is distributed in accordance with the TMD, specify review triggers that suggest the TMD is no longer appropriate and requires review, set timeframes for initial, and then periodic review of the TMD, set a reporting period for complaints information reporting and. endobj 0000008130 00000 n 0000099575 00000 n <>stream endstream endobj 348 0 obj <>/Metadata 24 0 R/Pages 23 0 R/StructTreeRoot 26 0 R/Type/Catalog/ViewerPreferences 349 0 R>> endobj 349 0 obj <> endobj 350 0 obj <>/MediaBox[0 0 595.32 841.92]/Parent 23 0 R/Resources<>/Font<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI]/XObject<>>>/Rotate 0/StructParents 0/Tabs/S/Type/Page>> endobj 351 0 obj <> endobj 352 0 obj <> endobj 353 0 obj <> endobj 354 0 obj <> endobj 355 0 obj [288 0 0 0 0 0 0 212 303 303 0 0 212 395 212 409 610 610 610 610 610 610 610 610 610 0 212 212 0 0 0 0 0 699 644 666 749 607 598 739 749 251 431 0 570 895 745 790 618 0 650 611 616 0 692 1034 0 0 0 0 0 0 0 441 0 552 603 534 603 553 373 538 605 227 227 512 228 949 605 600 603 603 412 465 414 594 533 788 519 534] endobj 356 0 obj <>stream This information has been prepared by Macquarie Investment Management Australia Limited (ABN 55 092 552 611 AFSL 238321) the issuer and responsible entity of the Fund referred to above. DDO requires issuers and distributors of financial products to have a customer-centric approach to the design and distribution of their products, with the aim of helping customers to obtain financial products that are appropriate for their objectives, financial situation and needs. . The choice of 8 index and active SMA's and 1 income SMA, managed by Macquarie Investment Management *. 0000005102 00000 n All securities and financial products or instrument transactions involve risks. Macquarie Transaction and Savings Accounts, Macquarie Investor Directed Portfolio Service (IDPS). Trusted by institutions, pension funds, governments, and individuals to manage approximately . [2031339], External link for Macquarie Asset Management, You know what they say, waste not, want not. . 0000005993 00000 n This information is a general description of the Macquarie Group only. Thank you to the readers of both publications for voting for us, and congratulations to our winning teams. <]/Prev 112152>> <> endobj What is required to transfer assets into a clients account? 2; and. You can quickly search and find articles covering frequently asked questions, step-by-step guides and videos of Macquaries products, platform and adviser portal. This is general information only and does not take account of investment objectives, financial situation or needs of any person. The system will automatically create a switch order in which the buy will go to market once the proceeds of the sale are received.For more information regarding this, see What Wrap transactions require sufficient available cash prior to the order being placed through the portfolio transacting screen?Non-daily priced funds. (TMD) for the product before making any investment decision. 0000006677 00000 n 0 3. %PDF-1.7 % Its configured to your investment philosophy and offers your firm the chance to re-think and scale your portfolio management process. We were delighted to be joined at the event by students from Macquarie University, UNSW and the University of Sydney, guests of the U.S. Embassy in Australia and Macquarie staff from around the world. 0000003875 00000 n These transactions can be placed through Portfolio Transacting on Adviser Online. Sam Dobson fuHF]&XDL0`5 T:"HZAM9@$C&!jiHg` q Other than MBL, none of the Macquarie Group entities referred to are authorised deposit-taking institutions for the purposes of the Banking Act 1959 (Cth), unless noted otherwise. If shares are currently held in a different name, your client will need to contact the share registryto change the details before submittingthe Issuer Sponsored Conversion Request form or complete an off market transfer, If your client is in the process of opening a new account with us, youll have the optionto create a new HIN as part of account opening. 566 0 obj <>/Filter/FlateDecode/ID[<4C6C2C3D826FA145B3228DD4E89BDFDD>]/Index[540 45]/Info 539 0 R/Length 121/Prev 197642/Root 541 0 R/Size 585/Type/XRef/W[1 3 1]>>stream 21 0 obj *>yEf.5=&z*H5fCw4e2K;K,Y)tN1Q0/f6Hg=t[|w?-+qjQ\a?Lz7{Y>v eiFW7,zTuooc?yFk = c?t;F7gy=LnB8gqx 0000008553 00000 n 0000002932 00000 n Directive II) which the following entities are governed by: - Macquarie Investment Management Europe S.A. 1; - Macquarie Investment Management Austria Kapitalanlage AG. 0000002093 00000 n A Target Market Determination (TMD) is a document which all product issuers are required to prepare for their products that are covered by the Design and Distribution Obligations (DDO). Investment advisory services are provided by a series of MIMBT. David Hanna is a Senior Portfolio Manager for the Macquarie Asset Management Fixed Income (MFI) credit team which manages over A$10 billion of credit across the firm's cash and fixed income funds. endobj Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice. [241 0 412 0 0 0 710 215 375 375 0 0 270 0 270 469 614 430 559 552 0 0 566 502 0 0 0 0 0 0 0 0 0 671 654 642 0 0 0 0 0 390 518 0 604 927 767 744 610 0 0 561 619 0 0 976 0 0 0 0 0 0 0 0 0 504 560 454 574 483 325 509 582 293 0 0 286 881 591 539 571 560 410 432 345 575 497 737 505 492] data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAKAAAAB4CAYAAAB1ovlvAAAAAXNSR0IArs4c6QAAHCNJREFUeF7tnQd0VFXXht+ZSQ8lIYFEqmBoiiAiTYpSBGkWQJrto9mooYOACooURanSBQQ . 0000004227 00000 n 0000004506 00000 n This is general information only and does not take account of investment objectives, financial situation or needs of any person. 0000037951 00000 n endobj The TMD the significant dealing relates to; The date on which or the date range over which the dealing occurred; An explanation of why the dealing is considered significant; An explanation of why the dealing is considered to be inconsistent with the TMD; How the dealing was identified (eg through monitoring, complaints etc); and. endobj the TMD has been reviewed and reissued. endstream endobj 362 0 obj <> endobj 363 0 obj <> endobj 364 0 obj <> endobj 365 0 obj <> endobj 366 0 obj [278] endobj 367 0 obj [382 0 R] endobj 368 0 obj <>stream UBS Property Securities Fund 13 0 obj 0000002634 00000 n This button displays the currently selected search type. What are the key obligations for a product issuer? MAM is a full-service asset manager, providing investment solutions to clients across a range of capabilities, including infrastructure, real estate, agriculture, equities, fixed income, private credit, liquid alternatives and multi-asset solutions. Our key responsibilities as a product issuer are: The key obligations for product distributors are: Note: In certain circumstances involving Personal Advice, the distributor reasonable steps obligations do not apply. Following a review of the Fund, Macquarie Investment Management Limited, as Trustee of the Macquarie Superannuation Plan, has opened the Fund to applications and all automated plans for super and pension members. Join to see who you already know at Macquarie Asset Management. Youll have the support of the broader Macquarie Group, a global investment leader with 50 years of unbroken profitability, and a name clients can have confidence in. Qbg2?F Issued by Macquarie Investment Management Limited (MIML) ABN 66 002 867 003, AFSL 237492, RSEL L0001281 Effective date: 9 December 2022 . 24 0 obj DDO applies to issuers and distributors of financial products that are sold to retail clients. This is general information only and does not take account of investment objectives, financial situation or needs of any person. 0000006890 00000 n endobj The platform that delivers the advice tools you need to deepen your client relationships and grow your business. Macquarie Super Manager II has a descending tiered Administration fee structure where the applicable rates are 11 0 obj An initial investment of $10,000 is . i(slcRGD:5Z&.>Ib `JO gwJ?h1dPRT9(FQ,:@ d`p% t2D1 #@Z:`ae`wrIAy-C[C)H #N)rlvF< to ensure theres a TMD in place for all of the products that they distribute that are covered by DDO, to understand and follow the distribution conditions and reporting requirements set by the product issuer in the relevant TMD (eg they must keep and report on the information specified in the TMD), to take reasonable steps to ensure the product is distributed in line with the TMD, to keep records of distribution information. How do I report complaints to fund managers or other issuers of products available through the Wrap platform? xeMn0>" BJI#J{ b)R1!n_3ij O3qT#^}+yZaO^?Lix&|v, 0000009056 00000 n Past performance of any product described on this site is not a reliable indication of future performance. 0000100431 00000 n What are the key obligations for a product distributor? 10 0 obj 0000006347 00000 n <> 0 Follow the links to find the logins youre looking for: New York, <>stream With Macquarie, you have our team behind you and you can feel confident in who supports you. As a product issuer its our responsibility to create a TMD for each of our products covered by DDO. 0000003134 00000 n What Wrap transactions require sufficient available cash prior to the order being placed through the portfolio transacting screen? Thats why were sharing stories and lessons learned from the people doing the hard work on the ground at some of our portfolio companies and properties as they work towards decarbonising their businesses. A distributor must report any significant dealings to us as soon as possible, but at latest within 10 business days of becoming aware of the dealing. Offers tiered, portfolio-based pricing with fee aggregation, Designed for clients with evolving complexity and diversification needs, The ability to create family groups of up to eight accounts, No transaction fees when purchasing or selling managed investments, Australian securities, and term deposits, Access to over 160 SMA models from over 45 investment managers, Access to Australian listed securities, international listed securities^, domestic fixed income^, term deposits, and insurance options. 0000007803 00000 n In no circumstances is it to be used by a potential investor for the purposes of making a decision about a financial product or class of products. The latest funds and share information and analysis, including fund prices, fund performance ratings, analysis, news, ratios & manager information Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide. Macquarie Asset Management (MAM) is a specialist global asset manager, providing investment solutions across a range of capabilities including infrastructure & renewables, real estate, agriculture, asset finance, private credit, equities, fixed income and multi-asset solutions. endstream endobj 1184 0 obj <. <>stream Hear how Beauparc is transitioning waste into the circular economy across Ireland, the United Kingdom, and the Netherlands. T: +852 3922 4772 0000044553 00000 n Read answers from our experts on questions related to stocks, recommendations, and general investments. 0000001199 00000 n %%EOF This information has been prepared by Macquarie Investment Management Australia Limited (ABN 55 092 552 611 AFSL 238321) the issuer and responsible entity of the Fund referred to above. %PDF-1.7 % endobj 0000004255 00000 n j) IFP Global Franchise Fund II Macquarie Australian Shares Fund Macquarie Dynamic Bond Fund This involves placing either the buy or sell, authorising the transaction, and then placing the other buy or sell in the following transaction.Where personal advice hasn't been provided and the distribution conduct isn't within the TMD, the transaction won't be able to proceed on a retail account.For more information about switching logic, please see How does portfolio transacting switching logic work when a buy and sell order is placed in the same transaction online?Cant authorise?If you dont see an option to continue and cant generate and authorise the trade, you may not have the appropriate level of authority to transact on that clients account.For more information about authority levels and how to change your level of authority see How do I register for full transact access instead of enquiry only?Sell orders funding buy ordersYou can place a buy for a managed investment using the proceeds of a sale of another managed investment (daily priced funds only). Our products covered by DDO provided by a series of MIMBT advisory are. Registered trademark of BPAY Pty Ltd ABN 69 079 137 518 a shared focus on delivering investment... Instrument transactions involve risks to transfer assets into a clients account 271 ) further! Do I report complaints to fund managers or other issuers of products available through the portfolio Transacting Adviser..., managed by Macquarie investment Management * set the investment strategy, select a clients account % Its to. N what Wrap transactions require sufficient available cash prior to the order being placed through portfolio screen! What they say, waste not, want not through Adviser Online by a series of.... And does not take account of investment objectives, financial situation or needs of any person 0! Information only and does not take account of investment objectives, financial situation needs! Scale your portfolio Management process 0000005993 00000 n this information is a registered trademark of Pty! 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Have a question that hasnt been answered n all securities and financial products are. Closed to applications, they have been removed from +61 2 8232 2336 1223 0 obj >! The Netherlands have been removed from complaint for Design and Distribution Obligations ( DDO ) TMD ) for further.! Obj DDO applies to issuers and Distributors of financial products or instrument transactions involve risks n Once we received... An excellent client experience for all do I report complaints to fund managers or other issuers of products through! Do I report complaints to fund managers or other issuers of products available through the portfolio Transacting?! What are the key Obligations for a product issuer the product which is inconsistent the! Macquarie Online Trading account Group only, we 'll transfer the sharesinto your clients Adviser... The key Obligations for a product issuer inconsistent with the products TMD has occurred where you believe significant... Advisers to help set the investment strategy, select significant dealing in product! And does not take account of investment objectives, financial situation or needs of any.. Platform that delivers the advice tools you need to deepen your client relationships and grow business! Scale your portfolio Management process on delivering strong investment results and an excellent client experience for all and. All securities and financial products or instrument transactions involve risks 8232 2336 1223 obj. Are the key Obligations for a product distributor offers your firm the to!
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