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Supplementary IDPS Guide INVESTMENT MANAGERMacquarie Investment Manager Supplementary IDPS Guide issued by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237492 (MIML). Issued 30
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Supplementary IDPS Guide Capital refers to additional information and disclosures that need to be provided by investors in the context of an Investor Directed Portfolio Service (IDPS), helping them understand the capital component of their investment.
Investors utilizing an Investor Directed Portfolio Service (IDPS) are required to file the supplementary IDPS Guide Capital.
To fill out the supplementary IDPS guide capital, investors should follow the provided instructions and templates, ensuring that they accurately report capital contributions, withdrawals, and any other relevant financial details.
The purpose of the supplementary IDPS guide capital is to provide clarity and transparency regarding an investor's capital investments within the IDPS framework, aiding in compliance and informed decision-making.
The information that must be reported includes capital contributions, distributions, fees, charges, and any changes to investment strategies relevant to the capital.
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