InvestSMART

The Australian Wealth Advisory Group Limited (ASX:WAG)

ALERT: Price-sensitive ASX Announcement for WAG
Current share price for WAG : $0.560 0.24 (75%)+
Announcement
Release
22 May 2025 6:54PM
Price at Release
$0.320
Full Release
download
Summary
This document provides supplementary information regarding AWAG Investments, a product offered by The Australian Wealth Advisory Group Limited (WAG). It outlines investment strategies, risks, fees, key terms, and compliance structures associated with AWAG Investments. The document details the role and experience of WAG, explains the nature of the financial products, provides disclosures on investment processes, and elaborates on regulatory and legal considerations. Other topics covered include tax implications, reporting standards, conflicts of interest, and procedures for investor complaints. The overall aim is to enable potential investors to make informed decisions by presenting transparent and comprehensive information about AWAG Investments and the organizational framework of WAG.
Key Points
  • The document is a supplementary information guide for AWAG Investments, issued by The Australian Wealth Advisory Group Limited.
  • It explains the structure, objectives, and risks of AWAG Investments.
  • It outlines roles and responsibilities of WAG as the responsible entity for the investment product.
  • Details of investment approach, asset allocation, and risk management are provided.
  • Comprehensive fee structures and remuneration details are disclosed.
  • Key legal and regulatory frameworks relevant to AWAG Investments are discussed.
  • Information on investor rights, complaints mechanisms, and dispute resolution is included.
  • Disclosure of potential conflicts of interest and how these are managed.
  • Explanation of tax consequences and reporting standards for investors.
  • Contact information and instructions for further inquiries or complaints are provided.
IMPORTANT NOTE: This information is autogenerated and has not been reviewed for accuracy or completeness. You should refer to the full announcement here for further information.