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Investment Service Investor Directed Portfolio Service Guide issued by Macquarie Investment Management Limited ABN 66 002 867 003 ADSL 237492 Issued 15 August 2014 The Acquire Investment Service Further
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Investment service investor directed refers to a type of investment service where the decisions on investments are made by the investor themselves.
Any investor who uses an investment service that allows them to make investment decisions is required to file investment service investor directed.
Investment service investor directed can be filled out by providing detailed information about the investments made by the investor and any decisions taken in relation to those investments.
The purpose of investment service investor directed is to ensure that investors are taking responsibility for their investment decisions and are aware of the risks involved in such decisions.
Investment service investor directed must include details of the investments made, decisions taken, and any changes made to the investment portfolio.
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