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Description

Emerging Resource Producers Discretionary Account

E.I.M. Capital Managers offers its expertise in resources sector equity funds management to investors wishing to operate a managed discretionary account. 

The Emerging Resource Producers Equities Portfolio is offered through Investment Administration Services Pty Limited in conjunction with participating financial advisers.

Funds will be invested following the investment process described in the Emerging Resource Producers Equity Portfolio investment program.  Download a copy here.

Need to know more?
If you are a licensed financial adviser thinking about using the the Emerging Resource Producers Equity Portfolio for one of your clients, to get further details of how to proceed, you should contact Toby Potter or David Heather at:

Investment Administration Services
Level 2/37, The Corso,
Manly, NSW  2095
Phone: +61 (02) 9977 6904
Email:
info@managedaccounts.com.au

If you are an investor, you should contact your financial adviser.


Important Notices: The Investment Program contains important information and if you are considering using the Investment Administration Services Managed Discretionary Account you should read the Investment Administration Services Managed Account Contract, the Financial Services Guide for Investment Administration Services (the Operator) and the Financial Services Guide for the Australian and New Zealand Banking Group Limited (the Custodian).

Neither IAS nor E.I.M. Capital Managers is representing that this Investment Program is necessarily appropriate for you. If you are a retail investor, you must consult with your financial adviser to receive Personal Advice as to whether or not this Investment Program is appropriate for your particular circumstances, goals and needs. A Statement of Advice relating to this particular Investment Program is required from your financial adviser, who will also be responsible for carrying out an annual review to ensure ongoing suitability of the Program for you.

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E.I.M. Capital Managers Pty Ltd   ABN 28 101 508 632   AFSL 261989