Target Market Determination Assessment

Please complete this form so that Freedom of Choice can meet its regulatory obligations to take reasonable steps to ensure our products (and underlying products we make available) are distributed in line with target market determinations (TMDs).

The TMD for Freedom of Choice products can be found at freedomofchoice.com.au/target-market-determinations and includes a description of who the product is appropriate for, based upon the characteristics of the product, and the likely investment objectives, financial situation and needs of the consumer that each product had been designed to meet.

A consumer must refer to the TMD and relevant disclosure documents when deciding if these products are suitable for them.

If you have any questions regarding this form, please call our Client Services team on 1800 806 013 or email enquiries@freedomofchoice.com.au.

Section 1: Personal details

Member number *

Email address

First name *

Last name *

Section 2: Target market assessment

Which of these investment goals best describes your primary investment objective? *

Which of these statements best describes how long you expect to remain invested in this product and selected investment options? *

Which of these statements best describes your attitude to investment risk, ability to bear loss, and return? *

Which of these statements best describes how long you expect withdrawals to take from this product and selected investment options? *

Section 3: Member's signature

Signature *

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Date *

We are committed to respecting the privacy of the personal information you give us. Our formal Privacy Statement sets out how we do this. You can view the statement on our website at www.freedomofchoice.com.au/privacy/. If you would like a copy of Freedom of Choice's Privacy Statement, please let us know.