Skip to Content



Participation Deed

A legal document similar to a trust deed that sets out what a fund manager can do with investors' money. The deed also explains investors' rights, such as the trustee’s powers to look after investors' interests.

Personalised Service

A service targeted toward an individual that takes into account their individual situation.


Document that contains legal and financial information about an investment, including what the money will be used for, details about people involved in the investment, important commitments the company has, and its most recent financial information.

Public Interest

In the interests or well-being of the general public.