Introducing the Customer Questionnaire

Transcript

Hello, and welcome to La Trobe Financial – Australia’s premier alternative asset manager and the leading provider of retirement focussed investment solutions.

To those applying to become an investor of La Trobe Financial, thank you for your vote of confidence. We greatly appreciate the trust you are placing in La Trobe Financial.

As a part of the application process, you will be required to complete a Customer Questionnaire. This questionnaire helps us ascertain whether it’s likely that you fall within the target market for your chosen investment product, and whether you have a sound understanding of the product and its characteristics.

You will be asked a small number of questions which include:

Your Investment Objectives
Your Allocation Strategy
Whether you require a Government Guaranteed product
Whether you are seeking a Fixed or Variable rate of income return
If you depend on ongoing Access to your funds.

Your answers to these questions will help determine your suitability for the product based upon its target market.

We ask that you please take the time to read and respond to each question carefully, based upon your understanding of the product you’re applying for and your personal circumstances.

If your responses suggest that you fall outside the target market for the product, then you will not be able to proceed with your investment at this time.

As always, we encourage you to consider the product disclosure statement and target market determination relating to your investment. And if you have any queries, please contact our Investor Centre on 1800 818 898.

Thank you, and happy investing.

As part of our commitment to delivering the highest standards of care, those applying to become an investor of La Trobe Financial across all of our investment products are now required to complete a Customer Questionnaire.

The questionnaire forms part of the application form, directly and via our investment platform La Trobe Direct.

What is the questionnaire?

You will be asked a small number of questions covering your investment objectives, your investment allocation strategy, whether you require a Government Guaranteed product, whether you are seeking fixed or variable rates of return, and if you depend ongoing access to your funds.

Why do I need to complete the questionnaire?

These questions are important as they help confirm you have a sound understanding of the product you are applying for and its characteristics, and that it is likely you fall within the target market of that individual product.

Please take the time to read and respond to each question carefully. Consider your response based on your understanding of the product you’re applying for and your own personal circumstances.

If your responses to the questionnaire suggest that you fall outside the target market for the product, then you will not be able to proceed with your investment at this time.

Learn more

We encourage you to consider the Product Disclosure Statement and Target Market Determination relating to your investment.

If you have any queries, please contact our Investor Centre on 1800 818 818.