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TPT Fixed Term Fund Changes

26/05/2021
Categories
  • Cash & Income Funds
  • Continuous Disclosures
  • Managed Funds
  • TPT Wealth
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TPT Fixed Term Fund

To enable our fund managers to invest for the longer term with the objective of improving yields for investors, the Board of TPT Wealth has decided to increase the redemption notice period from currently 7 business days to 90 days. The redemption notice period can be part of the initial investment period.

Watch the recorded online information session for further details and what this change means for investors. You may also want to read the continuous disclosure article.

 
 

If you have any questions in relation to the above please contact us on 1300 138 044.


This video contains information that is intended to be general in nature and has been prepared without taking into account your personal or organisation’s objectives, financial situation or needs and you should consider whether it is appropriate for you or your organisation, or seek independent professional advice before making any decision or acquiring any product. A Supplementary Product Disclosure Statement (SPDS) dated 1 April is available to detail the change. You should read the relevant Product Disclosure Statement and the SPDS available here before making an investment decision.

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Privacy Policy   Product Disclosure Statements (PDS)   Target Market Determinations

Disclosures – please read

This website contains information that’s intended to be general in nature and which has been prepared without taking into account the investment objectives, financial situation or particular needs of any particular person. It is essential that you obtain and read the relevant Product Disclosure Statements (PDS) and other disclosure documents including the Target Market Determinations, Financial Services Guide, Privacy Policy, Benchmark Disclosure Reporting and continuous disclosures, and you consider seeking independent professional financial, legal and taxation advice before making any financial decisions in relation to these products or services.

TPT Wealth Limited ABN 97 009 475 629 AFSL 234630 Australian Credit Licence Number 234630. A wholly owned subsidiary of MyState Limited ABN 26 133 623 962.

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Investor update: Tax and periodic statements for our managed funds are expected by late August to early September. Learn more