Investor Documents - B. MOSES ASSET MANAGEMENT

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Investor Documents

This section provides access to key documents relating to the B. Moses Managed Account Investment Services and associated investment platforms. These documents are designed to help you understand how your investments are structured, managed, and governed.

We encourage all investors to review these materials carefully before making any investment decision.

B. Moses Managed Accounts Investment Services Guide (BMIM & MDA Investors)

B.Moses Asset Management Investment Mandate - Mason Stevens Platform

B. Moses Investment Management Investment Services Guide - Mason Stevens Platform

Important Information

These documents should be read together with any advice documentation provided to you (such as your Statement of Advice, where applicable). They contain important information about risks, fees, and how your investments are managed.

If you have any questions, please contact your adviser or the B. Moses team.

Equity Income - Zero Interest Loans for Australians Aged Over 50 Commercial SME Lending - Portica Securities Infinite Investment Options Private Market Investments Portica Private Debt Fund

The information provided on this website offers a general description of the services provided and does not constitute advice, an invitation, confirmation, advertisement, offer, or solicitation to buy or sell any security or other financial products or services, credit or lending product, or to engage in any investment activity. Information provided is for illustrative and informational purposes and is subject to change. The information provided on this website does not consider your specific objectives, financial situation, needs, or circumstances. Before making any investment decisions, it is important to assess whether the material is suitable for you and seek guidance from a qualified financial adviser. They can evaluate your unique objectives, financial situation, needs, and circumstances to provide tailored advice. Note that all financial products, securities, or transactions carry inherent risks. Also, the past performance of any product described on this site should not be relied upon as an indicator of future performance.

The information on this website is issued by B. Moses Investment Management Pty Limited ACN 676189352, AFSL number 561673 (BMIM). The website is operated by B. Moses Holdings Pty Ltd on behalf of B. Moses Asset Management Pty Ltd ACN 648 254 755, CAR Number 1291994 (BMAM) and B. Moses Securities Pty Ltd ACN 649 658 355, CAR number 1291993 (BMS).

The information provided on this website offers a general description of the services provided and does not constitute advice, an invitation, confirmation, advertisement, offer, or solicitation to buy or sell any security or other financial products or services, credit or lending product, or to engage in any investment activity. Information provided is for illustrative and informational purposes and is subject to change. The information provided on this website does not consider your specific objectives, financial situation, needs, or circumstances. Before making any investment decisions, it is important to assess whether the material is suitable for you and seek guidance from a qualified financial adviser. They can evaluate your unique objectives, financial situation, needs, and circumstances to provide tailored advice. Note that all financial products, securities, or transactions carry inherent risks. Also, the past performance of any product described on this site should not be relied upon as an indicator of future performance.

The information on this website is issued by B. Moses Investment Management Pty Limited ACN 676189352, AFSL number 561673 (BMIM). The website is operated by B. Moses Holdings Pty Ltd on behalf of B. Moses Asset Management Pty Ltd ACN 648 254 755, CAR Number 1291994 (BMAM) and B. Moses Securities Pty Ltd ACN 649 658 355, CAR number 1291993 (BMS).

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