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Disclosure Statement.pdf

Brett-Anderson.pdf

🔗 Source: cdn.craigsip.com

📊 Size: 196 KB

👤 Author: Jennifer Lund

⬇️ Downloads: 174

Summary

Brett Anderson, a Financial Adviser at Craigs Investment Partners Limited, provides a Disclosure Statement outlining his contact details, the nature and scope of his financial advice services, duties, and fees. He is authorized to provide advice on various financial products, including equities, bonds, and managed funds. His duties include meeting competency and ethical standards, prioritizing clients' interests, and exercising care and diligence. Fees for services include brokerage fees, portfolio management fees, and custodial services fees, ranging from 0.625% to 1.25% of the portfolio's market value. Conflicts of interest may arise from relationships with subsidiaries and other organizations, such as CIP Cash Management Nominees and Smartshares Limited.

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Description

Brett Anderson, a Financial Adviser at Craigs Investment Partners Limited, provides a Disclosure Statement outlining his contact details, the nature and scope...

Technical Information

File Format: PDF
File Size: 196 KB
Pages: 5
Language: EN
Author: Jennifer Lund
Total Downloads: 174
Last Updated: 1 week ago

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