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DDO & TMD Templates
The FSC provides a range of resources to support members in meeting their Design and Distribution Obligations (DDO). Explore the sections below to access the relevant guidance, templates and supporting materials.
The FSC has released an updated Target Market Determination (TMD) template for funds management, superannuation choice products (master trusts), superannuation wraps, IDPSs and managed accounts.
Please note that from 1 July 2024, FSC TMD templates are available exclusively to FSC members. To discuss membership, please contact Member Services at membership@fsc.org.au.
For additional guidance, please refer to the infographic and explainer video available in the Other Resources section below.
The FSC has released an updated Target Market Determination (TMD) template for funds management, superannuation choice products (master trusts), superannuation wraps, IDPSs and managed accounts.
Please note that from 1 July 2024, FSC TMD templates are available exclusively to FSC members. To discuss membership, please contact Member Services at membership@fsc.org.au.
For additional guidance, please refer to the infographic and explainer video available in the Other Resources section below.
templates
Quick Links
01
Target Market Determination Templates (TMD)
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02
Data Standards
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03
DDO Dealings Reporting Example V1.4 (Not For Use)*
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04
Guidance on Applying DDO to Life Insurance and Managed Funds
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05
Other FSC Forms
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06
AML / FATCA / CRS Customer Identification Forms
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07
CCIV Constitution Template
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