SMA – Webinar

Last update - 5 July 2022 By Rivkin

Our trusted partners Apex is now using our investment expertise to provide Separately Managed Accounts (SMA). Join our CEO Nikos Enginertan to learn about SMAs and how you can benefit from it.

This webinar covers:

  • Your choice of FOUR professionally constructed portfolios
  • How portfolio management is taken care of
  • The costs associated and the cost savings that can be achieved
  • The benefits and risks of these portfolios.

 

For a complete list of risks and costs involved with Apex Separately Managed Accounts please refer to the Product Disclosure Statement. Please click here or request the PDS to understand the full risks and cost of the product before making a decision to invest in it.

Please consider your own financial situation before investing in our products.  Rivkin does not provide personal financial advice and does not take anyone’s personal finances into account when structuring its model portfolios.

The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) (part of Perpetual Group ABN 45 003 278 831 AFSL No 235150) is the responsible entity and the issuer of units in the Apex Separately Managed account. It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement, available on www.rivkin.com.au, prior to making any investment decisions. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

All opinions and estimates constitute judgments of Rivkin and are subject to change without notice. These statements should therefore not be relied upon as an accurate representation or prediction as to any future matters. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.

PERPETUAL BEING THE ISSUER AND RESPONSIBLE ENTITY UNDER The Trust Company (RE Services) Limited (Perpetual, Responsible Entity, RE, we, us or our), part of the Perpetual Group ABN 45 003 278 831 AFSL No 235150

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