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61	Perpetual Private Investment Wrap IDPS Guide IDPS Guide Issue number 1 dated 2 April 2013 Add to Reading List Source URL: www.perpetual.com.au Language: English - Date: 2013-09-17 02:16:21 Collective investment scheme Wrap account Exchange-traded fund Investment management Private equity Financial adviser Mutual fund Financial economics Investment Finance
62	Ms. Leanne Jackson, Head: Market Conduct Strategy, Financial Services Board, P.O. Box 35655, Menlo Park, 0102 South Africa 2 March 2015 Add to Reading List Source URL: www.blackrock.com Language: English - Date: 2015-03-11 09:04:23 Financial adviser Exchange-traded fund Collective investment scheme Pricing Mutual fund BlackRock Financial economics Investment Wrap account
63	Financial Services Guide Westpac Financial Planning Table of contents 1. Add to Reading List Source URL: www.westpac.com.au Language: English - Date: 2014-09-30 16:02:28 Business Banks of Australia Financial services Personal finance BT Financial Group Westpac Financial adviser Financial planner Wrap account Investment Financial economics Finance
64	FINANCIAL SERVICES GUIDE 2 APRIL 2012 C O NT R A R I A N When buying s har es t hat anal ysts, m ar ket c om m ent at or s and other Add to Reading List Source URL: www.allangray.com.au Language: English - Date: 2013-10-16 08:46:47 Collective investment scheme Financial adviser Performance fee Gray Australian Financial Services License Wrap account Financial Ombudsman Service Financial economics Investment Management fee
65	Financial Services Guide Our Services About this Guide We encourage you to read this Financial Services Guide (“FSG”) carefully before deciding to use our services. Add to Reading List Source URL: www.crystalwealth.com.au Language: English - Date: 2014-02-17 20:21:23 Finance Financial adviser Financial Ombudsman Service Collective investment scheme Service-oriented architecture Wrap account Investment management Independent Financial Adviser PS146 Financial economics Investment Financial services
66	Separately Managed Accounts Wrap A Portfolio Management Service Product Disclosure Statement Dated 18 December[removed]ShareInvest Separately Managed Accounts Add to Reading List Source URL: www.atiam.com.au Language: English - Date: 2007-07-19 02:09:05 Collective investment scheme Separately managed account Asset allocation Portfolio Financial risk Financial adviser Active management Hedge fund Investment management Financial economics Investment Finance
67	FORM ADV PART 2A – APPENDIX 1: WRAP BROCHURE LICENSING REVIEW SUMMARY COVER PAGE A. Cover Page - Must state your name, business address, contact information, website address (if you have one), and the date of the broch Add to Reading List Source URL: www.state.me.us Language: English - Date: 2014-12-05 10:57:28 Business Money Wrap account Financial adviser Wrap Registered Investment Advisor Fee Finance Investment Financial economics
68	- IMPORTANT SUMMARY Before providing personal financial advice, Switzer Financial Group Pty Ltd (SFG), must provide you with a Financial Services Guide (FSG). The purpose of the FSG is to convey important information a Add to Reading List Source URL: www.switzer.com.au Language: English - Date: 2013-12-01 18:14:25 Financial services Financial adviser Financial planner Financial Ombudsman Service Wrap account Collective investment scheme Insurance PS146 Independent Financial Adviser Financial economics Investment Finance
69	Guidance Statement on Wrap Fee/Separately Managed Accounts (SMA) Portfolios Adoption Date: 10 August 2005 Effective Date: 1 January 2006 Retroactive Application: Not Required Public Comment Period: October 2004 – Decem Add to Reading List Source URL: www.gipsstandards.org Language: English - Date: 2014-12-10 14:30:28 Separately managed account CFA Institute Wrap Management fee Collective investment scheme Financial economics Investment Finance
70	GIPS Guidance Statement on Wrap Fee/SMA Portfolios Add to Reading List Source URL: www.gipsstandards.org Language: English - Date: 2015-02-02 16:30:37 Separately managed account CFA Institute Wrap account Wrap Management fee Investment Financial economics Finance

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