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Guidance notes

Last updated 13 May 2015

Some funds provide a consolidated statement for investors. We neither approve nor disapprove of this practice. However, we request that, where a fund provides a consolidated statement, the fund also provide a separate SDS for each fund that aligns with what is reported in the AIIR. That is, where there are three AIIRs for three unit trusts then there will be three SDS in addition to the consolidated statement.

QC97661