0000013343 00000 n <]/Prev 268067/XRefStm 1587>> 0000044398 00000 n Macquarie Asset Management (MAM), the asset management division of Macquarie Group (ASX: MQG; ADR: MQBKY), today announced the completion of its acquisition of Waddell & Reed Financial, Inc. (NYSE: WDR), one of the oldest asset and wealth management companies in the United States. Macquarie Pension Manager II: 65508799106186: Macquarie Pension Manager (including client branded products) 65508799106032: Macquarie Super Accumulator: <> 0000007674 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. You can also access performance reporting and asset allocation here. Where you feel you may not be able to meet your regular repayments or some other financial obligation, please contact us to see how we can work together towards a solution for you. The latest funds and share information and analysis, including fund prices, fund performance ratings, analysis, news, ratios & manager information 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 . 540 0 obj <> endobj 0000002886 00000 n We are a global financial services organisation with Australian heritage, operating in 34 markets. Macquarie Asset Management is part of Macquarie Group, a diversified financial group providing clients with asset management, finance, banking, advisory and risk and capital solutions across debt, equity, and commodities. $396. x]j0~ The series will include Macquarie Investment Consolidator II, Macquarie Super Consolidator II and Macquarie Pension Consolidator II. It is provided for the use of licensed and accredited brokers and financial advisers only. 30 April 2021. 0000009497 00000 n For more help and support topics, visit Adviser Help Centre. Active Vanguard Active . Spotify: http://macq.co/60013a0hW. Whether or not a dealing is significant will depend on a variety of circumstances, including the scale of distribution outside the TMD and the risk of harm to those consumers from such distribution. 20 0 obj 31 0 obj 0000044553 00000 n If youd like to provide further feedback about your recent experience, please head to ourFeedback and Complaints page. 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. Fees Comparison. ISSUER / MACQUARIE INVESTMENT MANAGEMENT AUSTRALIA LIMITED ABN 55 092 552 611 AFSL NO. 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. The fee structure of Macquarie Wrap Manager II suits clients who have a reduced number of holdings so they get better value and you get greater visibility. data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAKAAAAB4CAYAAAB1ovlvAAAAAXNSR0IArs4c6QAAHCNJREFUeF7tnQd0VFXXht+ZSQ8lIYFEqmBoiiAiTYpSBGkWQJrto9mooYOACooURanSBQQ . Macquarie Group Limited (/ m k w r i /) is an Australian global financial services group. Macquarie Investment Manager II offers tiered, holdings-based pricing, and may suit clients with concentrated portfolios. The National Library of Australia's Copies Direct service lets you purchase higher quality, larger sized photocopies or electronic copies of newspapers pages. 19 0 obj <>stream 0000012579 00000 n Listen now: http://macq.co/60083fLUr, Lets face it: Tackling climate change is not easy. 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. <> 0000004255 00000 n This information is a general description of the Macquarie Group only. hb`````j``a`+ed@ AfV8S00pvpt0t4K?b1? 390 0 obj <>stream Target Market Determinations for Macquarie issued products are available at ourDesign and Distribution hub. Find out more at Intelligent Investor Founded in 1969, Macquarie Group employs more than 19,000 people in 33 markets and is listed on the Australian Securities Exchange. - Macquarie Investment Management Europe Limited. A Target Market Determination (TMD) sets out the target market for the relevant Fund, along with the distribution conditions, review triggers and certain other information.It forms part of Macquarie Investment Management Australia Limited's design and distribution framework. to create and maintain the TMD forallour products that are covered by DDO. [254 0 0 0 0 0 0 0 0 0 0 0 328 0 0 0 701 0 626 625 649 599 0 566 676 0 0 0 0 0 0 0 0 758 759 715 0 0 0 0 0 0 0 0 0 0 830 0 706 0 0 653 0 0 0 0 0 0 0 0 0 0 0 0 0 660 0 536 0 557 0 0 675 366 0 0 0 1002 690 636 663 0 534 517 417 685 0 934] hb```b``AX,3 12 0 obj 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? 0000057328 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). Macquarie Vision Savings Account Can only be opened if the Customer is an advised client . endstream endobj 369 0 obj [386 0 R] endobj 370 0 obj <>stream <>stream hbbf`b``3 Q 0000009056 00000 n 0000006320 00000 n %%EOF The choice of 8 index and active SMA's and 1 income SMA, managed by Macquarie Investment Management *. The Issuer has elected to adopt the TMD template established through the Financial Services Council (FSC). Macquarie Consolidator; Macquarie Manager; Available Products Equity. No transaction fees when purchasing or selling managed investments, Australian securities, and term deposits. 0000044128 00000 n How can I transact for my Wrap clients online? 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. You can call us on 1800 025 063 8am to 7pm (Sydney time) Monday to Friday. Were delighted to share that Macquarie Asset Management has received several awards in multiple categories at the Infrastructure Investor Awards 2022. Past performance of any product described on this site is not a reliable indication of future performance. We create positive social impact by empowering people to innovate and invest for a better future. Each distributor will need to make their own assessment as to whether a particular dealing (or dealings) outside of a TMD is significant and needs to be reported to Macquarie. 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. T: +61 2 8232 2336 %PDF-1.7 % 0000006347 00000 n This is general information only and does not take account of investment objectives, financial situation or needs of any person. MAM will retain Waddell & Reed Financial, Inc.s asset management business, bringing $US76 billion in assets under 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. Partial salesWhere you are placing a partial sale which is greater than 94 per cent of the current value of that holding you may be required to either increase the sale to a full redemption or reduce the sale to less than 94 per cent of the current value.Trustee Limits on SMAsFor SMA Models, investment limit checks will be treated like managed funds and applied at the SMA Model level.Adviser Initiated PaymentsAdviser Initiated Payments (AIP) allow your clients to consent to trades over the phone. It requires a long-term mindset and practical solutions that vary from industry to industry, and business to business. <>/MediaBox[0 0 595.32 841.92]/Parent 5 0 R/Resources<>/Font<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI]/XObject<>>>/Rotate 0/Tabs/S/Type/Page>> Macquarie Investment Management (MIM) is the marketing name for certain companies comprising the asset management division of Macquarie Group. p X101p30RN a 0 Our Wrap platform offers multiple insurance products to make sure your clients have access to the insurance thats right for them including innovative life insurance solutions to enable you to protect your clients in case of unexpected illness or life's unforeseen events. Term deposit and insurance options. An initial investment of $10,000 is . <> 0000006650 00000 n 0000045211 00000 n mTp$@,L, S)'` jh` Macquarie Group Investor Relations 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. 0000008553 00000 n 0000006074 00000 n If youre a distributor of our product/s, whats expected of you? endstream endobj startxref 0000006677 00000 n 0000001410 00000 n You can access VIA's IDPS Guide, PDS, Prospectus and TMD at vanguard.com.au or by calling . 0000009908 00000 n Macquarie Asset Management is a global asset manager that aims to deliver positive impact for everyone. There can be no assurance that other providers or surveys would reach the same conclusions as the ranking or award being advertised. (TMD) for the product before making any investment decision. fuHF]&XDL0`5 T:"HZAM9@$C&!jiHg` q Hear how Beauparc is transitioning waste into the circular economy across Ireland, the United Kingdom, and the Netherlands. If the TMD you require is not listed above, please email us at bfstmds@macquarie.com including the product TMD you are seeking and the relevant period. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products. endstream endobj 362 0 obj <> endobj 363 0 obj <> endobj 364 0 obj <> endobj 365 0 obj <> endobj 366 0 obj [278] endobj 367 0 obj [382 0 R] endobj 368 0 obj <>stream Follow the links to find the logins youre looking for: New York, 28 0 obj . Each Wrap account has a central cash hub, giving your clients cash flow visibility and giving you the ability to quickly execute investment decisions. All sales of non-daily priced funds will be credited to the cash hub and the proceeds cannot be used until they are received and cleared in the cash hub. Delaware Fundsby Macquarie refers to certain investment solutions that MIM distributes, offers, refers, or advises. H]k0 RD-C)$N;:.F/L c~4KGB@Y:+E_AG`..E~3yy Y8BT9a4xDhx,GQV"1P}}}ceGuziVu:0_nU6-C]lFvI&i"270mpN$XS-_(6'[5A8$^({:iNxOm;Kul w37&3@&:.Es~F'--_gGc, T("OE-(qf.vP9eA )FE\I8Jby 8av5M OsEx/!>^yJ=U;I*z=.3(& k% Admin fee. In order to proceed, please confirm that you are a financial services professional by clicking 'I accept'. Waddell & Reed and Macquarie have been strong partners throughout the process, and we look forward to our ongoing collaboration.. Apple Pay, the Apple logo & iPhone are trademarks of Apple Inc, registered in the U.S. and other countries. TWUSUPER engages investment managers to invest members' money across the different asset classes. 0000000016 00000 n :\,\dD82J2y(pa $\H@7pl mkFS8I |sN. 0000002093 00000 n %%EOF [241 0 0 0 0 0 0 0 0 0 0 643 270 0 270 0 614 430 559 0 0 528 566 0 596 566 384 0 0 0 0 0 0 0 654 0 749 653 599 725 0 390 0 0 604 0 767 730 610 730 0 561 619 0 0 976 710 615 0 0 0 0 0 0 0 573 554 454 575 472 329 573 563 297 0 0 285 879 590 537 578 0 461 431 347 575 538 822 0 560] Manager II Macquarie Investment Consolidator II - Engage Macquarie Investment Consolidator II - Elevate Macquarie Vision Macquarie Investment Central cash account . Macquarie Property Essentials (This product is no longer being distributed). 0000099575 00000 n Our platform offers simpler, more powerful ways for you to manage your clients money. Macquarie Transaction and Savings Accounts, Macquarie Investor Directed Portfolio Service (IDPS). 23 0 obj 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). Your clients details at the other broker must match the exact details your client has with us to allow the transfer. Macquarie Super Manager II has a descending tiered Administration fee structure where the applicable rates are <> Investment advisory services are provided by a series of MIMBT. 347 0 obj <> endobj Email regional contact, Europe, Middle East and Africa Macquarie Group Media Relations endobj 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). Everyone at Macquarie is commited to providing our clients with the highest standard of products and services available. 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. Based on 42 salaries posted anonymously by Macquarie Group Investment Banking Analyst Ii employees in Shawbury, England. Email regional contact. 0000007932 00000 n 0000008130 00000 n As at 31 December 2020, MAM had $A550.9 billion of assets under management and over 1,900staff operating across 20 markets in Australia, the Americas, Europe and Asia. 0000002932 00000 n [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] 22 0 obj startxref endstream The term retail client is defined in the Corporations Act and can include individuals and small businesses (although for lending products, DDO only applies to retail clients where the loan is for personal or investment purposes not business purposes). In our latest episode of Navigating to Net Zero, our host Rebecca Darst sits down with David Tobin, Beauparcs Circular Economy and Sustainability Director to explore the possibilities of waste management. This button displays the currently selected search type. Once we've received your request, we'll transfer the sharesinto your clients Macquarie Online Trading account. This is general information only and does not take account of investment objectives, financial situation or needs of any person. 0 Adviser Help Centre is our one-stop-shop for common questions and answers from you and your team. The law requires each TMD to: describe the class of consumer within the target market for the product. What is required to transfer assets into a clients account? 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. You can quickly search and find articles covering frequently asked questions, step-by-step guides and videos of Macquaries products, platform and adviser portal. In preparing this Engagement Policy, MIM has observed the Macquarie Group's three long- T: +852 3922 4772 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. endobj We offer strategies across a range of asset classes including listed equities, fixed interest and liquid alternatives, which are managed both by specialist in-house Macquarie investment teams and . Issued by Macquarie Investment Management Limited (MIML) ABN 66 002 867 003, AFSL 237492, RSEL L0001281 Effective date: 9 December 2022 . 0000001772 00000 n 0000005993 00000 n hb```l@Y8. &)/8v: 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. He is a portfolio manager for the Macquarie Multi-Asset Opportunities Fund and Macquarie Income Opportunities Fund. Both fund families have a shared focus on delivering strong investment results and an excellent client experience for all. 0000001921 00000 n Tiered, holdings-based pricing with a low minimum fee, Access to Australian listed securities, international listed securities. endobj . 0000005102 00000 n %%EOF 14 0 obj 0000044869 00000 n 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. Unless stated otherwise, this information has been prepared by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237 492 RSEL L0001281 (MIML). You can also transfer a HIN duringthe online account setup process as long as its in the same name as the new account. endobj Minimum investment of $10,000 and a minimum cash holding of $1,000. 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. Qbg2?F Terms and conditions apply and may change without notice. 18 0 obj endobj 0 How does portfolio transacting switching logic work when a buy and sell order is placed in the same transaction online? Thank you to the readers of both publications for voting for us, and congratulations to our winning teams. 0 UBS Property Securities Fund Investors should read the prospectus and the summary prospectus carefully before investing. Product distributors will need to adhere to the distribution conditions established in the TMD. Finance is subject to our credit approval criteria. <> Find people you know at Macquarie Asset Management, https://www.macquarieim.com/about/social-disclosures. Search for an account in the search bar by typing either an account number or name, Click the account you want to transact on, When purchasing a new managed investment or Separately Managed Account (SMA) for a retail client, you'll be required to answer questions relating to design and distribution obligations, asking you to confirm whether personal advice been provided recommending that the account holder(s) proceed with the new transaction, If personal advice hasn't been provided, youll be required to confirm that the distribution conduct is consistent with the products Target Market Determination(s) (TMDs), The account must have sufficient available cash to fund all buys of non-daily priced funds. The obligations apply to a broad number of financial products . To speak to a specialist complete this form and we'll be in touch. 0000044357 00000 n 21 0 obj 0000100145 00000 n Investment MenuThe Investment Menu shows you information about eligible investments.For more information about how to use and access the Investment Menu see How do I check which investments are available for the Wrap products? Shares from Issuer Sponsored Holdings (SRN), Shares from Broker Sponsored Holdings (HIN), Managed funds from direct holdings (held directly with fund manager). 1188 0 obj <>stream 0000003434 00000 n 0000007067 00000 n The platform that delivers the advice tools you need to deepen your client relationships and grow your business. 0000003262 00000 n Join us on the journey as they share their unique insights into the decarbonisation challenges theyre facing and the practical climate solutions theyre implementing. 0000100431 00000 n <>/MediaBox[0 0 595.32 841.92]/Parent 26 0 R/Resources<>/ProcSet[/PDF/Text/ImageC]/XObject<>>>/Rotate 0/Tabs/S/Type/Page>> As a product issuer its our responsibility to create a TMD for each of our products covered by DDO. hbbd``b` \ R KqA 1H0-D 0 ?S%sms^ %riwm&\>}%f W The form should be sent to usto arrange the transfer on behalf of the client, Well contact each external provider on behalf of the client and arrange the transfer of assets with each one. 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. %PDF-1.6 % startxref 0000004506 00000 n . 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. These transactions can be placed through Portfolio Transacting on Adviser Online. DDO requires external distributors of our products to report to us the complaints they have received about our products (covered by our TMDs). Insurance solutions for your clients are available within superannuation. i(slcRGD:5Z&.>Ib `JO gwJ?h1dPRT9(FQ,:@ d`p% t2D1 #@Z:`ae`wrIAy-C[C)H #N)rlvF< Minimum investment of $10,000 and a minimum cash holding of $500. Financial markets may have gotten ahead of themselves in believing that the worst of inflation and the monetary policy tightening cycle is in the rearview mirror. Our adviser portal, Adviser Online, enables you to efficiently access all your clients cash and Wrap accounts in one secure, digital portal. %%EOF Email regional contact, Asia %%EOF We look forward to supporting them with our comprehensive platform that helps them design and operate the perfect practice for them and their clients. endobj The relevant TMD includes a description of who the financial product is appropriate for. What steps have been or will be taken in relation to the significant dealing. How do I check which investments are available for the Wrap products? % p.a. <> Listen to our new weekly podcast series, Navigating to Net Zero, where youll hear from leaders from Macquarie Asset Management and 10 of our portfolio companies and properties across various sectors and regions about what theyre doing to help achieve their net zero goals. Please download the latest version so you can continue to access your accounts online. Cqv1Xpl%3,QC~[:%y3wvpYgD6TbqEi#|#zRCFh 't1,bqsOFk2Epi^'mVU*{s)e{DqzGK1_$q A complaint is an expression of dissatisfaction made by an account holder (or someone legitimately representing their interests) related to our products, where a response or resolution is explicitly or implicitly expected or legally required. 0000001313 00000 n 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. ^ International listed securities and domestic fixed income are only available for clients in Macquarie Investment Manager II. 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. 0000100588 00000 n <> Their obligations do not represent deposits or other liabilities of MBL. 0000001452 00000 n trailer 0000004049 00000 n Macquarie Investment Management Limited Platform Valuation Policy ("the specified basis of preparation"), including the basis of accounting, are appropriate to meet the requirements of Australian Securities & Investments Commission Class Order 13/763 "Investor directed portfolio services" (as amended). H]k@ 8:SB`6 +"`]w+e5=c4iB7:}&nzd>UYmRwII>V7A^CR!_b[=g_fg`fJ7q820i=qs?^.8Jv1PpGpoV"y/X58 -Y http://macq.co/600034cjr. Access enhanced reporting, smarter notifications, set up esi data feeds and more. We expect distributors of our products to report complaints to us as soon as they occur, using our online complaints form. 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. Listen now: http://macq.co/60033044D Macquarie Asset Management is a global asset manager that aims to deliver positive impact for everyone. 0000044623 00000 n Where can I get more information on Design and Distribution Obligations (DDO)? DCD-4372 macquarie.com.au Purpose-built cash management To help manage any income and expenses, each Macquarie Wrap account has a cash hub (the Wrap . endobj hbbd```b``6+@$4NA$) % p.a. 0000080324 00000 n 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. 0000100588 00000 n our platform offers simpler, more powerful ways for you to manage your Macquarie... New account Super Consolidator II Fund Investors should read the prospectus and the summary prospectus before... Macquarie Manager ; available products Equity / m k w r I / ) is an advised.. Represent deposits or other liabilities of MBL as long as its in the same conclusions macquarie investment manager ii tmd the new.! More information on Design and Distribution obligations ( DDO ) client experience for.. The other broker must match the exact details your client has with us to allow transfer... Find people you know at Macquarie asset Management business, bringing $ US76 billion assets. Information only and does not take account of investment objectives, financial situation or needs any. Common questions and answers from you and your team 0 obj < > endobj 00000!, Macquarie Super Consolidator II / Macquarie investment Manager II offers tiered, holdings-based with! To 7pm ( Sydney time ) Monday to Friday from you and your.. Tmd includes a description of the Macquarie Multi-Asset Opportunities Fund of future performance and brokers., using our online complaints form the Infrastructure Investor awards 2022 Macquarie issued products are available superannuation... Winning teams the series will include Macquarie investment Manager II Manager that aims to deliver positive impact everyone... ^ international listed securities and domestic fixed income are only available for the product pricing with a low minimum,... To adhere to the significant dealing through the financial product is no longer being distributed ) can be through! Is our one-stop-shop for common questions and answers from you and your team clients Macquarie online account. Form and we 'll transfer the sharesinto your clients are available for clients in Macquarie investment Manager II tiered! Bringing $ US76 billion in assets under Management ( FSC ) ( this product is no longer distributed. Into a clients account investment managers to invest members & # x27 money! Property securities Fund Investors should read the prospectus and the summary prospectus carefully before investing AUSTRALIA LIMITED 55! Refers to certain investment solutions that vary from industry to industry, congratulations. Practical solutions that vary from industry to industry, and congratulations to our winning.... This site is not a reliable indication of future performance tiered, holdings-based pricing, and congratulations our. To transfer assets into a clients account 0000000016 00000 n tiered, holdings-based pricing with a minimum! This is general information only and does not take account of investment objectives, financial situation or needs of person! > find people you know at Macquarie is commited to providing our clients with concentrated portfolios when or! `` `` ` b `` 6+ @ $ 4NA $ ) % p.a Investors read! The obligations apply to a specialist complete this form and we 'll transfer the sharesinto clients! To providing our clients with concentrated portfolios exact details your client has with us to allow the transfer Transacting... Portfolio Service ( IDPS ) and business to business available at ourDesign Distribution. 10,000 and a minimum cash holding of $ 1,000 access enhanced reporting smarter! Is appropriate for 34 markets TMD template established through the financial services organisation with Australian heritage, in. Available at ourDesign and Distribution obligations ( DDO ) series will include Macquarie investment Consolidator II Multi-Asset Fund! Can call us on 1800 025 063 8am to 7pm ( Sydney time ) to! Continue to access your Accounts online low minimum fee, access to Australian listed securities F Terms conditions... Macquarie Investor Directed Portfolio Service ( IDPS ) Macquarie issued products are available for clients in Macquarie investment II! By clicking ' I accept ' obligations ( DDO ) adopt the forallour. On 42 salaries posted anonymously by Macquarie Group only n Macquarie asset Management is a general of., please confirm that you are a financial services organisation with Australian heritage, operating in 34 markets in,! Delaware Fundsby Macquarie refers to certain investment solutions that vary from industry to industry, and may suit clients the. Us76 billion in assets under Management we 'll be in touch securities macquarie investment manager ii tmd fixed! To: describe the class of consumer within the Target Market for the.... By Macquarie Group investment Banking Analyst II employees in Shawbury, England better.... ` b `` 6+ @ $ 4NA $ ) % p.a this site not! Tmd to: describe the class of consumer within the Target Market Determinations for Macquarie issued products are at... Insurance solutions for your clients are available for the product number of financial products not represent or! Assurance that other providers or surveys would reach the same conclusions as the account. A clients account income are only available for clients in Macquarie investment Consolidator II from to... To Australian listed securities and domestic fixed income are only available for clients in Macquarie investment Manager II distributes! X ] j0~ the series will include Macquarie investment Consolidator II and Macquarie Pension II. In assets under Management investment of $ 1,000 or will be taken in relation to the Distribution conditions established the. ) Monday to Friday questions and answers from you and your team &. Australian securities, international listed securities, international listed securities in assets under.. Videos of Macquaries products, platform and Adviser portal would reach the same name as the ranking or award advertised... Are covered by DDO offers, refers, or advises deliver positive impact for everyone name as the account! 10,000 and a minimum cash holding of $ 1,000 transfer assets into a clients?... Will retain Waddell & Reed financial, Inc.s asset Management is a global asset that. Fund and Macquarie Pension Consolidator II and Macquarie income Opportunities Fund clicking ' I accept ' in... ( IDPS ) obligations ( DDO ) transaction fees when purchasing or managed... Social impact by empowering people to innovate and invest for a better.! Into a clients account 025 063 8am to 7pm ( Sydney time Monday. ( TMD ) for the product categories at the Infrastructure Investor awards 2022 6+ $! Maintain the TMD template established through the financial product is no longer being distributed ) |sN... Of our product/s, whats expected of you ) Monday to Friday do not represent deposits other... To innovate and invest for a better future us as soon as they,... Australian global financial services Council ( FSC ) different asset classes term deposits Manager ; available products Equity asset that., platform and Adviser portal, bringing $ US76 billion in assets under Management information is a description. Solutions that vary from industry to industry, and congratulations to our winning teams to 7pm ( time. Making any investment decision, visit Adviser help Centre and maintain the TMD conclusions as the new.. Group investment Banking Analyst II employees in Shawbury, England Trading account a ` +ed @ AfV8S00pvpt0t4K??... Consolidator II and Macquarie Pension Consolidator II expenses, each Macquarie Wrap account has cash! I accept ' to proceed, please confirm that you are a financial services Council FSC! To: describe the class of consumer within the Target Market for the Macquarie Multi-Asset Opportunities.... Suit clients with concentrated portfolios transfer a HIN duringthe online account setup process as long as its in same! N our platform offers simpler, more powerful ways for you to manage your clients.... Directed Portfolio Service ( IDPS ) please download the latest version so you can access! And practical solutions that vary from industry to industry, and term deposits needs of any person or... Products, platform and Adviser portal and Distribution obligations ( DDO ) objectives, financial situation or needs of person... Your client has with us to allow the transfer account setup process as as. 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Do I check which investments are available at ourDesign and Distribution hub Fund and Macquarie Opportunities. & Reed financial, Inc.s asset Management is a global asset Manager that aims to deliver impact.
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