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Profile Managed Investments Profile Managed Investments Product Disclosure Statement Dated: 11 April 2014 Responsible Entity and Issuer: ROOF Investment Management Limited ABN 53 006 695 021 AFS License
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Profile managed investments are investment portfolios that are managed by a professional portfolio manager or investment advisor.
Any individual or entity who has a profile managed investments account is required to file the necessary documents.
To fill out profile managed investments, you will need to gather all the relevant financial information and complete the required forms provided by your investment manager.
The purpose of profile managed investments is to help investors achieve their financial goals through professional management of their investment portfolios.
The information that must be reported on profile managed investments includes the types of investments held, the performance of the portfolio, and any fees or expenses incurred.
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