Notice of change to notification requirements for fee increases

How ClearView Financial Management Limited (CFML) notifies investors in the Managed Portfolios (the ClearView WealthSolutions Separately Managed Account (ARSN 607 782 187)) of fee increases is changing effective 15 May 2024.

CFML will provide 30 days prior notice of any significant or materially adverse increase to a fee or charge and/or the introduction of any additional fees, or such notice as otherwise required by law.

The purpose of this change is to accommodate increases to investment fees that may occur as a result of asset allocation changes within the managed portfolios.