Applicant(s)
- Heritage Management Limited
Notification number(s)
- N90801
Summary
Heritage Management Limited (HML) lodged a notification in relation to the supply of investment trust management services to investors by HML through HML's OneSource Investment Trust product on the condition that investors maintain a cash deposit with the MLC MasterKey Cash Management Trust operated by MLC Investments Limited to cover administrative costs and general liquidity requirements.
Notifications
| Document title | Date | |
|---|---|---|
| Heritage Management lodgement |