Who is safeguarding your investments?
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Strategy safeguards your investments through strategic relationships with the following corporate partners to provide security, management, comfort, integrity and performance.
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Security
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CUSTODIAN - The Hongkong & Shanghai Banking Corporation Limited
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- Holds all investments as custodian on behalf of investors
- Independent of the trustee
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Management
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ADMINISTRATOR - Oasis Asset Management Limited
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- The trustee outsources the administration of accounts to Oasis Asset Management Limited
- This includes providing reports
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Comfort
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INSURER - OnePath Life Limited
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- Provides Death Only or Death and Total & Permanent Disablement and Salary Continuance insurance cover
- Provides underwriting and claims assessment administration
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Integrity
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AUDITOR - KPMG
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- Provides assurance on financial statements and risk management strategies
- Independent of the trustee
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Performance
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INVESTMENTS
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- Managed investments - investment managers manage investments independently of the trustee
- Listed securities - investments listed on the Australian Securities Exchange (ASX) - listed securities may be referred to as shares
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