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Asgard Managed Profiles and Separately Managed Accounts Funds Investment Updating the information in the Supplementary Product Disclosure Statement (PDS) and Product Disclosure Statement (PDS)This

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How to fill out separately managed account product

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Contact your financial advisor to discuss the benefits of a separately managed account product

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Provide your investment goals, risk tolerance, and time horizon to your financial advisor

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Individuals who have specific investment goals and want a personalized investment strategy

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What is separately managed account product?

A separately managed account product is a customized investment account managed by a professional money manager on behalf of an individual or institutional investor.

Who is required to file separately managed account product?

Investment advisors and money managers who offer separately managed account products are required to file.

How to fill out separately managed account product?

To fill out a separately managed account product, information such as investment holdings, performance data, and fees must be provided.

What is the purpose of separately managed account product?

The purpose of a separately managed account product is to provide individualized investment options and strategies tailored to meet the specific needs and goals of the investor.

What information must be reported on separately managed account product?

Information such as investment holdings, performance data, fees, and any changes to the account must be reported on a separately managed account product.

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