Discretionary Investment Management Service (DIMS) provided by Cambridge Partners Limited (Cambridge Partners).
This document gives you important information about this service to help you decide whether you want to invest using this service. Cambridge Partners has prepared this document in accordance with the Financial Markets Conduct Act 2013.
Under a DIMS, the provider invests your money on your behalf in financial products, such as managed funds, New Zealand and international equities, cash and fixed interest investments, and charges fees for the service.
You will hold the financial products through a custodian. The types of investments that Cambridge Partners can invest your money in, and the fees, are described in the Investment Proposal section.
You will be relying on the investment decisions that Cambridge Partners makes. The value of the investments made for you may go up or down.
A copy of the latest Service Disclosure Statement and Investment Proposal can be found here.
