Operating your portfolio

Outlined in this section are a number of operational details applicable to your portfolio.

Changing details
Fax and electronic instruction service
Telephone recording policy
No cooling off period
Portfolios with no ongoing balance
Illiquid investments
Investment decisions

TAIS IDPS Guide

Macquarie Equities Limited: Best Execution Obligation

Print friendly version

Document Number TAIS01.1
This information has been prepared by Avenue Investment Service ABN 98 094 986 562/AFSL 232 406 and does not take into account your objectives, financial situation or needs. Before acting on this information you should consider whether it is appropriate to your situation. We recommend you obtain financial, legal and taxation advice before making any financial investment decision. Please click here for the disclaimer