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Home» Personal» Investments» Other investments» Customised Market Investments

Customised Market Investment (CMI)

This product is closed

Features & benefits
Relevant documents
Risks
FAQs

Features and benefits

A Customised Market Investment (CMI) is a tailored facility that enables a wholesale investor to link their return on funds invested to a wide range of global asset classes and/or market sectors.

This product is now closed for new investments. If you are an existing investor and would like more information on CMIs, please see the Product Disclosure Statement or call Macquarie.

Relevant documents

Useful links

Macquarie Funds Group request a document

Risks

The Product Disclosure Statement for this investment sets out various risks associated with the product. We advise you read the PDS and seek financial advice before making an investment decision.

Frequently asked questions

What is the current value of my investment?

Macquarie's provides quarterly valuations which are posted to clients directly.

Does Macquarie provide annual tax statements?

No. Macquarie provides initial deal and loan confirmations, and any distribution statements (should distributions be paid). Investors will also receive a maturity confirmation at completion of the investment.

Can I unwind my CMI early?

Yes. Clients may request to unwind their CMI. Contact Macquarie for a break estimate. Please note there are costs associated with an early unwind which may be substantial.

Contact us

Call Macquarie

1800 080 033

Speak to your
financial adviser

Fax

02 8232 6158

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Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice contained in this website and before making any investment decision we recommend that you consider whether it is appropriate to your situation and seek appropriate financial, taxation and legal advice. We recommend that you read our Financial Services Guide before deciding whether to obtain financial services from us. If an offer document is available for a product referred to on this site, you should read it before making any investment decision. Information on this website is intended for residents of Australia only.

Except for Macquarie Bank Limited (MBL) (Australian Credit Licence (ACL) 237502) ABN 46 008 583 542, any Macquarie entity referred to on this page is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). That entity’s obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise.

Where we provide any advice on this webpage, it has been prepared by Macquarie Bank Limited ABN 46 008 583 542 (Macquarie) without considering your objectives, financial situation or needs. Before acting on any advice on this webpage, you should consider its appropriateness to your circumstances and, if a current offer document is available, read the offer document before acquiring products named on this webpage.