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The RE is required to provide unitholders of its registered managed investment schemes a Notice regarding the proposal to replace the RE of the schemes.
Impacted unitholders would have recently received the Notice to Unitholders.
* Please note IISL replaced IIML as the Responsible Entity of the Lifetime Asset Management Programme on 13 December 2019.
IIML has obtained relief from ASIC from the requirement to hold a meeting of unitholders to explain its reasons for retirement and enable the unitholders to vote on a resolution to choose a new responsible entity. This relief was granted by ASIC on 25 October 2019.
It is a condition of ASIC's relief that IIML must forward this Notice to unitholders of IIML's registered Schemes and provide an opportunity for unitholders to request a vote on the choice of the proposed RE.
Effective on or around 30 November 2019, the investment management functions of IIML will also move to IISL, including by default, the investment management of the IOOF Ltd benefit funds. This includes: IOOF WealthBuilder, IOOF Capital Builder Bond, IOOF Deferred Annuity and IOOF Estate Essentials Bond.
Impacted clients will receive a letter detailing the changes of investment manager.
Please contact your adviser or our Investor Services Team on 1800 002 217 or email email@example.com