Ordering an Investment Strategy Review Statement

In this video, Aaron Dunn takes you through the order form for an Investment Strategy Review Statement that can be ordered when a fund is conducting a regular review that complies with the requirements set out in SIS Regulation 4.09.

The form provides for a number of reasons in which the regular review may occur, including:

  • as part of the preparation of the fund's annual compliance requirements
  • a correction to financial markets
  • the admission or removal of one or more members
  • the commencement of one or more income streams

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