Under a new consumer focused law La Trobe Financial are required to display current and historical Target Market Determinations (TMDs) for each Investment Solution issued to our valued customers.
Update as at 19 October 2023: La Trobe Financial has completed its second periodic review of the TMDs. The revised versions of the TMDs have now been uploaded.
If you have any questions, feedback or concerns about our TMDs please send us an enquiry.
Select Investment Account
Current - Version 4.0
October 2023 - Version 3.0
October 2022 - Version 2.0
October 2021 - Version 1.0
US Private Credit Fund – Class B Units
Current - Version 1.0
Notification of Significant Dealings Form
Click here to download