An aquaintance (retired farmer) is transitioning funds from a financial advisor who obviously had “an agreement” with AMP to a more independant one. I told my friend about WAM, and he told his advisor who had never heard of the WAM funds. As a result, he will be investing in WAM and WLE and a Bennelong fund.. i presume he will be charged for something he could have done himself ?
Ann: Investment Update & NTA April 2018, page-33
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