Target Market Determinations

Design & Distribution Obligations

On 5 October 2021, the Design and Distribution Obligations (DDO) came into effect for all issuers and distributors of financial products that are covered by the DDO regulations.

DDO requires issuers and distributors of financial products to have a customer-centric approach to the design and distribution of their products, with the aim of helping customers to obtain financial products that are appropriate for their objectives, financial situation and needs.

The obligations apply to a broad range of financial products including (but not limited to) investor directed portfolio services and superannuation products.

Current Target Market Determinations (TMDs)

PlatformplusWRAP IDPS Target Market Determination

Platformplus Super WRAP Target Market Determination (Accumulation)

Platformplus Super WRAP Target Market Determination (Pension)

 

 

 

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