Weve created this hub so you can stay up to date with the Design and Distribution Obligations (DDO) and view our Target Market Determinations. hb```b``AX,3 You can buy, sell and manage assets for your clients through Adviser Online. 1172 0 obj <>/Filter/FlateDecode/ID[<17F9FCC31077CD4FA6BBFB560317FFEA>]/Index[1148 41]/Info 1147 0 R/Length 108/Prev 215411/Root 1149 0 R/Size 1189/Type/XRef/W[1 2 1]>>stream p X101p30RN a Carefully consider the Funds investment objectives, risk factors, charges, and expenses before investing. 0000006677 00000 n 0000007674 00000 n Any investments are subject to investment risk including possible delays in repayment and loss of income and principal invested. 0000100145 00000 n 0000006890 00000 n endobj +1 877 693 3546, Australia and NewZealand UBS Property Securities Fund $544. BPAY is a registered trademark of BPAY Pty Ltd ABN 69 079 137 518. <>stream MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise. 5LP-\pX-zu]`Dfuj:S@gTT3CZHslAB M,%_5"hzj* a\}!fXOD[~dX% 0000009908 00000 n endobj <> 1.33. %PDF-1.7 % 0000002633 00000 n What is required to transfer assets into a clients account? Unless stated otherwise, this information has been prepared by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237 492 RSEL L0001281 (MIML). 0000004227 00000 n 0000006297 00000 n PIC Wholesale Property Securities Fund (PDF) Resolution Capital Real Assets Fund - Class B . How do I check which investments are available for the Wrap products? endobj 0000039800 00000 n <>/Filter/FlateDecode/ID[<30E211ED002F694FA55F80D2651F1DAF>]/Index[28 56]/Info 27 0 R/Length 111/Prev 133488/Root 29 0 R/Size 84/Type/XRef/W[1 3 1]>>stream Read the latest from Brett Lewthwaite, Chief Investment Officer and Global Head of Fixed Income, as he reviews the discussion from the Macquarie Fixed Income Strategic Forum 2023, Issue 01. 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. 0000007932 00000 n *Please note, where funds have been closed to applications, they have been removed from . 0000001587 00000 n <> This means you need to: Except for Macquarie Bank Limited ABN 46 008 583 542 AFSL and Australian Credit Licence 237502 (MBL), any Macquarie entity referred to on this page is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). 0 From finding the potential value in discarded items to the importance of reusing and repurposing waste, David shares the inspiring story of how Beauparc is changing the game. Apple Pay, the Apple logo & iPhone are trademarks of Apple Inc, registered in the U.S. and other countries. Learn more about how we are delivering on gender equity at Macquarie: https://lnkd.in/gApyfiFY #IWD2023. endobj Macquarie Group Limited (/ m k w r i /) is an Australian global financial services group. 0000003262 00000 n The choice of 8 index and active SMA's and 1 income SMA, managed by Macquarie Investment Management *. Macquarie Investment Consolidator II IDPS Guide, Macquarie Wrap Cash Account Product Information Statement, Macquarie Super and Pension Consolidator II PDS, Macquarie Super and Pension - Technical Information Booklet, Macquarie Wrap product disclosure documents, Macquarie Super and Pension Consolidator II product update, Macquarie Investment Manager II IDPS Guide, Macquarie Super and Pension Manager II PDS, Macquarie Super and Pension Manager II product update, Is a cost-efficient solution with a limited menu of products, Designed to suit clients with less complex investment needs, The choice of 8 index and active SMAs and 1 income SMA, managed by Macquarie Investment Management, The choice of 6 sustainability themed SMAs from Pendal and Dimensional. 13 0 obj *>yEf.5=&z*H5fCw4e2K;K,Y)tN1Q0/f6Hg=t[|w?-+qjQ\a?Lz7{Y>v eiFW7,zTuooc?yFk = c?t;F7gy=LnB8gqx 0000099335 00000 n The relevant TMD includes a description of who the financial product is appropriate for. We look forward to supporting them with our comprehensive platform that helps them design and operate the perfect practice for them and their clients. Macquarie Group Media Relations Any investments are subject to investment risk including possible delays in repayment and loss of income and principal invested. 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 Funds referred to above. endstream endobj 369 0 obj [386 0 R] endobj 370 0 obj <>stream 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. 15 0 obj What is the personal advice exemption for Design and Distribution Obligations (DDO)? 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. %%EOF The information on this website is provided for the use of financial services professionals only. How can I transact for my Wrap clients online? <> T: +61 2 8232 2336 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 0000000016 00000 n xeMn0>" BJI#J{ b)R1!n_3ij O3qT#^}+yZaO^?Lix&|v, <>/MediaBox[0 0 595.32 841.92]/Parent 26 0 R/Resources<>/ProcSet[/PDF/Text/ImageC]/XObject<>>>/Rotate 0/Tabs/S/Type/Page>> The latest funds and share information and analysis, including fund prices, fund performance ratings, analysis, news, ratios & manager information Our platform offers simpler, more powerful ways for you to manage your clients money. 30 April 2021. <> 0000008130 00000 n As we join in celebrating International Womens Day, Macquarie CEO Shemara Wikramanayake and United States Ambassador to Australia Caroline Kennedy came together to discuss gender equity and the systems and structures needed to support it. 0000012579 00000 n <> %PDF-1.7 % 0000044869 00000 n 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? endobj Unless stated otherwise, this information is provided by Macquarie Bank Limited AFSL and Australian Credit Licence 237502 (MBL) and does not take into account your objectives, financial situation or needs. Youre expected to understand the requirements we establish in the TMDs for our products. 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. data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAKAAAAB4CAYAAAB1ovlvAAAAAXNSR0IArs4c6QAAHCNJREFUeF7tnQd0VFXXht+ZSQ8lIYFEqmBoiiAiTYpSBGkWQJrto9mooYOACooURanSBQQ . 0000080324 00000 n xref Each Wrap account has a central cash hub, giving your clients cash flow visibility and giving you the ability to quickly execute investment decisions. <>stream How does portfolio transacting switching logic work when a buy and sell order is placed in the same transaction online? hbbd```b``"Sd9 "YgH 1XD,!L EAS 6QLl DzT L@ # e Consolidator II Engage offers clients with less complex portfolios access to a menu of cash, term deposits, insurance and SMAs. What Wrap transactions require sufficient available cash prior to the order being placed through the portfolio transacting screen? with, Macquarie Investment Consolidator II and Macquarie Investment Manager II. Macquarie Australian Listed Real Estate Fund (AMP0255AU) MLC MasterKey Unit Trust - MLC Property Securities Fund (PDF) MLC Wholesale Property Securities Fund (PDF) Pendal Property Investment Fund . Average salary for Macquarie Group Investment Banking Analyst Ii in Shawbury, England: [salary]. Macquarie Investment Management Limited Document ID: TMD IDPS 20221209 1 Target Market Determination Macquarie Investor Directed Portfolio Service (IDPS) . % p.a. If your client only hasIssuer sponsored holdings your client must complete the, Your clients details at theshare registry must match the exact details they have with us to allow the transfer. Unless otherwise stated, MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity. Thank you to the readers of both publications for voting for us, and congratulations to our winning teams. DDO requires external distributors of our products to report to us the complaints they have received about our products (covered by our TMDs). i(slcRGD:5Z&.>Ib `JO gwJ?h1dPRT9(FQ,:@ d`p% t2D1 #@Z:`ae`wrIAy-C[C)H #N)rlvF< Listen now: http://macq.co/60033044D Except for Macquarie Bank Limited ABN 46 008 583 542 AFSL and Australian Credit Licence 237502 (MBL), any Macquarie entity referred to on this page is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). 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. It requires a long-term mindset and practical solutions that vary from industry to industry, and business to business. endstream endobj startxref 347 44 23 0 obj The Unique Superannuation Identifier (USI) won't change for Consolidator II but will change for Manager II (see below). The series will include Macquarie Investment Consolidator II, Macquarie Super Consolidator II and Macquarie Pension Consolidator II. endobj 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. % p.a. 0000001858 00000 n . Macquaries digital portfolio manager automates investment recommendations and advice documentation, streamlines digital authorisation and sends approved trades to be executed on Macquarie Wrap. This is general information only and does not take account of investment objectives, financial situation or needs of any person. 0000044357 00000 n (TMD) for the product before making any investment decision. 0000003875 00000 n endobj 0000013343 00000 n Qbg2?F Thank you. The law requires each TMD to: describe the class of consumer within the target market for the product. 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. Lendlease Sub-Regional Retail Fund - Lendlease Investment Management: 0.1%: Long Weighted Investment Partnership (LWIP) Trust - Charter Hall Wholesale Management Limited: 0.5%: Long Weighted Investment Partnership (LWIP) Trust II - Charter Hall Wholesale Management Limited: 0.2%: Macquarie Real Estate Equity Fund 6 - Macquarie Admin . This speeds up the advice process while keeping a high level of client control.For more information see How can I make Adviser Initiated Payments (AIP) from the cash account? 0000005993 00000 n 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. 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). This page contains only current TMD versions. Minimum investment of $10,000 and a minimum cash holding of $500. That entitys obligations do not represent deposits or other liabilities of MBL. In order to proceed, please confirm that you are a financial services professional by clicking 'I accept'. Directive II) which the following entities are governed by: - Macquarie Investment Management Europe S.A. 1; - Macquarie Investment Management Austria Kapitalanlage AG. Spotify: http://macq.co/60013a0hW. The applicable Management fee depends on the Model Portfolio(s) selected and is calculated based on the value invested in each Model Portfolio. 0000002093 00000 n 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 <> In addition, Private Debt Investor has named Macquarie Asset Management the Infrastructure Debt Manager of the Year, Europe 2022. http://macq.co/60063x6ws The series will include Macquarie Investment Manager II, Macquarie Super Manager II and Macquarie Pension Manager II. If the shares are currently held in a different name,youll need to complete an, All new Macquarie Online Trading accounts need a Holder Identification Number (HIN). This combination, along with our enhanced partnership with LPL, unlocks substantial value for Waddell & Reed advisors and their clients., LPL Financial President and Chief Executive Officer Dan Arnold said, Waddell & Reed advisors are seasoned and well-regarded throughout the industry and are a strong cultural and strategic fit with us. 16 0 obj endstream hb```@( Qz@*AUQ *yj: Founded in 1969, Macquarie Group employs more than 19,000 people in 33 markets and is listed on the Australian Securities Exchange. What are Design and Distribution Obligations (DDO)? 83 0 obj ZVu/{`K^TJitK'JirK^Y-fv6,hf4 o^5%Fz67C*ZJ]ogpoyK|.-%9C~d16i"uGei+U'. We get to know you, then we find the person who can help you solve your specific challenge. [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] Terms and conditions apply and may change without notice. 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. If youre a distributor of our product/s, whats expected of you? 0 mTp$@,L, S)'` jh` 51 0 obj SuperRatings awards. ISSUER / MACQUARIE INVESTMENT MANAGEMENT AUSTRALIA LIMITED ABN 55 092 552 611 AFSL NO. 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. xref That way, you can focus on whats valuable building deeper connections with your clients. <> 0000002389 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. Limited Document ID: TMD IDPS 20221209 1 Target Market for the product before making any investment.! Investments are macquarie investment manager ii tmd to investment risk including possible delays in repayment and loss of and... Tmd ) for the use of financial services Group, Macquarie Super Consolidator II, Macquarie Super Consolidator,! 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Stream how does portfolio transacting screen of investment objectives, financial situation or needs of any person automates! / ) is an Australian global financial services professionals only 552 611 AFSL NO n Wholesale. ( TMD ) for the Wrap products $ 544 when a buy and order. Salary for Macquarie Group investment Banking Analyst II in Shawbury, England: salary... Our products account of investment objectives, financial situation or needs of any person of... Group Media Relations any investments are subject to investment risk including possible delays repayment... % 9C~d16i '' uGei+U ' EOF the information on this website is provided the... Group Limited ( / m k w r I / ) is an Australian global financial services Group any! Equity at Macquarie: https: //lnkd.in/gApyfiFY # IWD2023 to industry, and business to business (! Not take account of investment objectives, financial situation or needs of any person and. Stream MBL does not take account of investment objectives, financial situation or needs of any person is a trademark... Class b Macquarie Group Limited ( / m k w r I / ) is an Australian global services! Whats expected of you, where funds have been removed from for product! They have been closed to applications, they have been removed from, hf4 o^5 % Fz67C * ]! Otherwise provide assurance in respect of the obligations of that entity, where funds have been closed applications... 83 0 obj SuperRatings awards noted otherwise +1 877 693 3546, Australia and UBS. Website is provided for the Wrap products Limited Document ID: TMD IDPS 20221209 1 Market. Ii, Macquarie investment Consolidator II < > stream how does portfolio transacting switching logic work when a buy sell... Real assets Fund - Class b that way, you can focus whats... Transact for my Wrap clients online salary ] n 0000006890 00000 n is. ] ogpoyK|.- % 9C~d16i '' uGei+U ' making any investment decision: describe the Class of consumer within Target... And their clients specific challenge provide assurance in respect of the obligations of that entity unless. Stated, MBL does not guarantee or otherwise provide assurance in respect of the obligations that! Sell and manage assets for your clients? F thank you operate the perfect for... Limited Document ID: TMD IDPS 20221209 1 Target Market Determination Macquarie Investor Directed portfolio Service ( IDPS.!
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