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Important Documentation And Information
One advantage of investing through managed funds is the protection afforded to investors. Legislation dictates, among other things, the documentation that must be made available to prospective investors.
The investment statement is the most
important of these documents, setting out in plain English the
essentials of the investment. Most investment options are required
to issue an investment statement. The contents are pre-determined,
including information on charges, risks, and the other information
available. The regulation and standardisation of these documents
makes it easier to compare various investment options.
Other documents you're entitled to ask for include