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.

This website is prepared by Human Financial Pty Limited (ABN 14 615 610 305) and its subsidiary CFML (ABN 99 067 544 549) (together, Human Financial). CFML holds an Australian financial services licence (AFSL 227677) as the responsible entity of managed investment schemes and the operator of an investor directed portfolio service. Human Financial recently completed the acquisition of ClearView’s investment management business, ClearView Financial Management Limited (CFML).

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