Global Platform/Portfolio Bond Access Information

LM information exchange has been designed to provide you with information relating to your LM portfolios.

This facility provides a range of services:

The site navigation menu will give you access to:-
 

• Snapshot of investment portfolios highlighting current balance, units, distribution and transaction history.

 

For immediate access to this facility please contact our Client Relations department on +61 7 5584 4500 or mail@LMaustralia.com for assistance.

Coming soon:-
 

• Reports -  funds under management, maturing investments, redemptions, and rollovers
• Resources - PDS documents, administration forms, marketing material.

 

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Under Australian legislation, and as regulated by the Australian Securities and Investment Commission (ASIC), fund managers of investment funds such as the LM funds must provide specific disclosures relating to fund information, to minimise the risk of misleading investors, or investor misunderstanding. As a Responsible Entity and manager of the LM income funds, LM is required to display the following disclosures relating to the content of this web page.

LM requests investors consult a financial adviser before making an investment decision as LM is not licensed to give advice. Investors must have read and considered the current Product Disclosure Statement (PDS), including any Supplementary Product Disclosure Statement (SPDS), and/or Information Memorandum (IM) before deciding whether to acquire or continue to hold an investment in any of the fund products issued by LM Investment Management Ltd.