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End of Financial Year
Frequently asked questions
Target Market Determinations (TMDs)
Target Market Determination (TMD) is a document that outlines the class of consumers for which a product has been designed and is in place to assist distributors in understanding who the product is intended to be distributed to. The document forms part of the design and distribution arrangements for the product and outlines distribution conditions and restrictions as well as reporting requirements for distributors. This document is not a Product Disclosure Statement and does not provide a full summary of the product features or terms of the product. Importantly, it does not take into account any person’s individual objectives, financial situation or needs.
The requirement to have TMDs in place for all relevant products, was introduced as part of the Design and Distribution Obligations (DDO) which take effect on 5 October 2021.
For Investment products click here
For Superannuation products click here
For Retirement products click here
If you require a TMD for a specific fund, you can search via our price and performance page. For any questions regarding TMDs, please email DDOmail@perpetual.com.au
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This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.