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Tailored Investment Solutions Berkshire Hathaway Units Series 31 March 2017 Deferred Purchase Agreement Product Disclosure Statement Issued by Tailored Investment Solutions Pty Ltd (ACN 169 320 905)
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Tailored Investment Solutions Berkshire is a personalized investment plan created specifically for clients of Berkshire financial services.
Clients who have investment accounts with Berkshire financial services are required to file the tailored investment solutions.
Clients can fill out the tailored investment solutions form either online through the Berkshire financial services website or by contacting their financial advisor.
The purpose of the tailored investment solutions is to create a personalized investment strategy that meets the individual needs and goals of the client.
Clients must report their financial goals, risk tolerance, time horizon, and any other relevant financial information on the tailored investment solutions form.
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