We are pleased to provide accredited GoalsGetter advisers with a Mapua Wealth Research Report for each diversified fund available on our platform. These comprehensive reports encompass the fund manager's capabilities, an overview of the investment team, the process, sustainability, and the fund's role within the client’s portfolio.
These reports serve as a valuable third-party resource for advisers to reference and keep on file when preparing advice for their clients
If you're an accredited adviser and would like to obtain a copy of these reports, please contact George directly.