Target Market Determinations
A Target Market Determination (TMD) describes the key features and attributes of a product that affect whether it is likely to be consistent with the objectives, financial situation and needs of consumers in the target market. The Design and Distribution Obligations (DDO) regulations require product issuers to make a TMD publicly available for each of their products.
TMDs do not replace Product Disclosure Statements (PDS) nor lessen the importance of PDSs in the financial product decision making process. TMDs set out who the financial product may be suitable for and how it can be distributed. It is important to note that it is not a summary of the product features or terms of the product. The PDS should always be referred to for the terms, conditions and features of the product before making a decision about whether the product is suitable for the consumer.
Target Market Determinations for Weinberg Private Managed Portfolios
TMDs for Weinberg Private Managed Portfolios are available via the links below.
My North Documents
Portfolio | Link for website |
Weinberg Private Balanced Core Portfolio | https://documents.feprecisionplus.com/tmd/MNAMP/TMD/QZTD_en-au_Weinberg_Weinberg.pdf |
Weinberg Private Conservative Core Portfolio | https://documents.feprecisionplus.com/tmd/MNAMP/TMD/QZTB_en-au_Weinberg_Weinberg.pdf |
Weinberg Private Growth Core Portfolio | https://documents.feprecisionplus.com/tmd/MNAMP/TMD/QZTE_en-au_Weinberg_Weinberg.pdf |
Weinberg Private High Growth Core Portfolio | https://documents.feprecisionplus.com/tmd/MNAMP/TMD/QZTF_en-au_Weinberg_Weinberg.pdf |
Weinberg Private Moderate Core Portfolio | https://documents.feprecisionplus.com/tmd/MNAMP/TMD/QZTC_en-au_Weinberg_Weinberg.pdf |
Weinberg Private Growth (Income) Portfolio | https://documents.feprecisionplus.com/tmd/MNAMP/TMD/QZTH_en-au_Weinberg_Weinberg.pdf |
Weinberg Private Moderate (Income) Portfolio | https://documents.feprecisionplus.com/tmd/MNAMP/TMD/QZTG_en-au_Weinberg_Weinberg.pdf |
HUB 24 Documents
HUB 24 Target Market Determinations (TMD) | https://blazerwealth.com.au/wp-content/uploads/ELW001-TMD.pdf |
Product Disclosure Statement for Weinberg Private Managed
Portfolios
Product Disclosure Statement for Weinberg Private Managed Portfolios is available via the links below.
My North Product Disclosure Statements
Product Disclosure Statements
HUB 24 Product Disclosure Statements
Product Disclosure Statement (PDS) – Super/Pension
https://blazerwealth.com.au/wp-content/uploads/ELW001-Super-Disclosure.pdf
Product Disclosure Statement (PDS) – IDPS
https://blazerwealth.com.au/wp-content/uploads/ELW004-IDPS-Disclosure.pdf