As part of our annual review, we've made updates to the following disclosure documents for the Mason Stevens Global Investment Service:
- Mason Stevens Financial Services Guide (FSG)
- Mason Stevens Global Investment Service Guide (GIS Guide)
- Mason Stevens Global Investment Service Target Market Determination (GIS TMD)
The key changes are the incorporation into the GIS Guide of certain operational information and fee related content, previously contained in the FSG.
Please note there is no action required from you. We will email your clients to let them know of the update.
If you have any questions, please contact our client services team via the details below.
Tel: 1300 988 878
Email: wealth@masonstevens.com.au