Get into top gear – Perpetual Protected Investments Series 3
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Perpetual Protected Investments — Series 3 enables you to build an investment portfolio for your clients that’s geared for growth, with in-built capital protection and no margin calls.
It may be suitable for those of your clients looking to:
• choose from 20 managed funds from a range of fund managers covering Australian and global equities, as well as other specialist asset classes including China and other Asian equities, global resources, global property and global infrastructure
• borrow 100% of their initial investment amount plus the interest, with no margin calls
• safeguard their investment through capital protection to take advantage of potential market highs while being protected from the lows
• access a tax-effective investment strategy by having absolute entitlement to their portfolio.
Don’t let your clients miss this opportunity.
The offer period for Perpetual Protected Investments — Series 3 opens on 26 May 2008 and closes on 27 June 2008. A product disclosure statement is now available from your Perpetual Account Executive.
Alternatively, please phone Protected Investments Adviser Services on 1800 002 513 or visit www.perpetual.com.au/advisers/structuredproducts/ppi3 for more information.
Disclaimer
This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide anyone with financial advice and does not take into account anyone’s individual objectives, financial situation or needs. You should consider, with a financial and tax adviser whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Interests in Perpetual Protected Investments — Series 3 are offered in a combined financial services guide and product disclosure statement dated 17 March 2008 (PDS) which has been issued by PIML. The PDS should be considered before making an investment decision. The PDS can be obtained by calling 1800 002 513 or visiting www.perpetual.com.au/advisers/structuredproducts/ppi3. No company in the Perpetual Group (Perpetual Group means Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the dynamic management strategy, the performance of any fund, or the return of an investor’s capital.
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