Investment Policy Statement (IPS Sample Clauses

Investment Policy Statement (IPS. The purpose of the IPS is to document investment objectives, goals and guidelines in managing your investment account. There are four parts: • strategic asset allocation • investment strategy • term deposits • investment restrictions. Strategic asset allocation Strategic asset allocation refers to the long term or target asset allocation to each asset class in your investment account. The asset allocation you nominate forms part of your IPS and should reflect your investment objectives, risk profile and time horizon of your account. You have the ability to invest in term deposits as part of the cash portion of your strategic asset allocation. Your asset allocation should be reviewed on a periodic basis by you or with your financial adviser to ensure it remains aligned with your long- term investment objectives. Any changes to your asset allocation need to be made in writing and will be made effective once we agree to the change. If we do not agree to the change, we will contact you. We will aim to manage your account to the target allocations you specify, generally achieving this either within 14 calendar days from the date your account is fully funded, or in the period you select when we receive your IPS change request. If for any reason, such as a cash or stock contribution or a large market movement, your account moves away from your target allocations, your account will be rebalanced back towards the target allocations as soon as reasonably practical. If you are invested in term deposits, we may be unable to rebalance your account until your term deposits mature. This may reduce the amount of cash that is able to be reinvested in term deposits. Investment strategy You also nominate an investment strategy for each asset class. Each strategy has its own investment objective and approach. There are a range of strategies to select for each asset class, you can only select one strategy per asset class. A summary of the investment strategies is available by logging into our secure website on xxxxxxxxx.xxx.xx/xxxx. Your adviser can also provide you with more detailed information on the investment strategies. The investment strategy summaries give you information on matters such as objective, investment philosophy of the strategy, the decision making and the risk management process. You should review your selected strategy profile and discuss any concerns with your adviser before filling out the application form. The available investment strategies and their c...
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Related to Investment Policy Statement (IPS

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