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Product Disclosure Statement (PDS) - PM Investments Pty Ltd (Australia)1. Important Information

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  • This Product Disclosure Statement (“PDS”) is issued by PM Investments Pty Ltd (“PM Investments”).

  • It provides information about the [Product Name] to help you decide whether it is appropriate for your needs.

  • The information in this PDS is general only and does not take into account your personal objectives, financial situation, or needs. You should seek independent financial advice before making any investment decision.

2. About PM Investments Pty Ltd

  • PM Investments is an Australian financial services provider operating under ASIC.

  • We are committed to responsible investment practices and compliance with Australian financial services regulations.

3. Product Overview

  • Product Type: [Managed Fund / Investment Portfolio / Superannuation Option]

  • Objective: [e.g., To provide long-term capital growth by investing in diversified assets]

  • Investment Strategy: Check with broker

  • Minimum Investment: Check with broker

  • Suggested Investment Timeframe: Check with broker

4. Benefits

  • Access to professional investment management

  • Diversification across asset classes

  • Potential for capital growth and income

  • Responsible investment approach (ESG integration)

5. Risks

  • Market risk: Investments may fluctuate in value.

  • Liquidity risk: Some assets may be difficult to sell quickly.

  • Regulatory risk: Changes in laws may affect returns.

  • ESG risk: Responsible investment screens may limit exposure to certain sectors.

6. Fees and Costs

  • Management Fee: Check with broker

  • Performance Fee: Check with broker

  • Transaction Costs: Check with broker

  • Other Fees: Check with broker

7. How to Apply

  • Complete the application form included with this PDS.

  • Provide required identification documents under AML/CTF laws.

  • Submit via online portal.

8. Additional Information

  • Cooling-off Period: You may have up to 14 days to withdraw your application.

  • Reporting: Investors will receive regular statements and annual reports.

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Complaints: PM Investments has a dispute resolution process and is a member of the Australian Financial Complaints Authority (AFCA).

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