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603Page 1 of 2 15 July 2001Form 603 Corporations Act 2001 Section 671BNotice of initial substantial holder To Company Name/SchemeSMARTGROUP CORPORATION LTDACN/ARSN126 266 8311. Details of substantial
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What is investment manager or trustee?
An investment manager or trustee is an individual or organization responsible for managing the investment portfolios of clients, ensuring that their funds are invested according to their financial goals and legal requirements.
Who is required to file investment manager or trustee?
Entities or individuals who manage investments on behalf of clients, including investment managers, trustees, and certain financial advisors, are required to file investment manager or trustee.
How to fill out investment manager or trustee?
To fill out an investment manager or trustee form, one must provide details such as the manager's or trustee's name, contact information, business structure, and specifics about the investment portfolios being managed.
What is the purpose of investment manager or trustee?
The purpose of an investment manager or trustee is to oversee the investment of assets on behalf of clients, ensuring that investments align with clients’ objectives and comply with fiduciary responsibilities.
What information must be reported on investment manager or trustee?
The information that must be reported typically includes the identity of the investment manager or trustee, the types of assets under management, client information, and compliance with relevant regulations.
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