Design & Distribution Obligations (DDO)

What is DDO

From 5 October 2021, issuers and distributors of financial products must comply with the design and distribution requirements relating to financial products for retail clients, generally described as "Design & Distribution Obligations" or "DDO".

As an issuer and distributor of such products, Charter Hall Direct Property Management Limited will comply with these obligations and in order to do so, have created "Target Market Determinations" or "TMD" for each of the funds that we issue to retail clients.

We are committed to DDO as it is designed to assist consumers to obtain appropriate financial products and will result in improved outcomes for consumers.

If you have any feedback on our DDO framework, you can email [email protected].

Target Market Determinations

At the centre of our DDO framework are Target Market Determinations (TMDs). They ensure that our funds are designed with the investor in mind and provide a framework to regularly review this over time.

Below are links to the TMDs for each of the funds issued by Charter Hall Direct Management Limited, to which DDO applies:

Charter Hall Direct Office Fund (DOF)
For further information on DOF or to view the PDS, visit the DOF webpage.

Charter Hall Direct PFA Fund (PFA)
For further information on PFA or to view the PDS, visit the PFA webpage.

Charter Hall Direct Long WALE Fund (LWF)
For further information on LWF or to view the PDS, visit the LWF webpage.

Charter Hall Direct Industrial Fund No.4 (DIF4)
For further information on DIF4 or to view the PDS, visit the DIF4 webpage.

Please note, Charter Hall Maxim Property Securities Fund (Maxim) is issued by One Managed Investment Funds Limited. Please see the issuer website for details of the TMD for Maxim. For further information on Maxim or to view the PDS, visit the Maxim webpage.

Information for financial advisers