What updates will I receive about my investments in ASB Investment Funds?
Each year you will receive:
- A statement every six months showing the value of your investment (and any transactions that have been made in the period covered by the statement).
- A tax certificate.
- A copy of ASB Investment Funds' annual report.
You can also see the offer register and the scheme register for more information about ASB Investment Funds (for example, ASB Investment Funds' financial statements).
You can contact the Registrar of Financial Service Providers for a copy of this information.
All information can be obtained free of charge.
A custodian will hold your financial products on your behalf. The custodian for ASB Portfolio Series is currently Investment Custodial ...
You can make decisions about adding money to, or withdrawing money from, your portfolio. However, we will make decisions about ...
Yes, subject to the recommended investment product or service criteria. Please refer to the ASB Investment Funds Product Disclosure Statement ...