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MLC Cash Management Trust Application reissue date: 30 November 2023Responsible Entity: ROOF Investment Services Ltd (CISL) ABN 80 007 350 405 AFS License No. 230703 A part of the Insignia Financial
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The MLC Cash Management Trust is a pooled investment vehicle that offers investors a way to manage cash and cash-like investments, typically aiming for capital preservation and accessible liquidity.
Entities or individuals who have invested in or utilized the MLC Cash Management Trust are generally required to file relevant documentation, including financial institutions, corporate investors, and other institutional participants.
To fill out the MLC Cash Management Trust forms, participants must provide details such as personal identification, investment amounts, account information, and any relevant financial disclosures as required by the trust administrators.
The purpose of the MLC Cash Management Trust is to offer a safe and efficient means for managing cash resources, maintaining liquidity, and aiming for a return that exceeds traditional cash holdings.
Required information typically includes investor identification details, investment amounts, transaction records, performance data, and regulatory compliance information related to the trust's operations.
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