The new Design Distribution and Obligations (DDO) come into effect on 5 October 2021, and require product issuers to develop Target Market Determinations (TMDs) for the products they issue to retail clients.

The FSC and its members have developed a series of TMD templates for free to FSC members and under a paid annual licensing arrangement to non-members.

The primary objectives of licensing are:

  • to support broad-based adoption of the templates;
  • to standardise compliance; and
  • improve outcomes for advisers, investment platforms and issuers.

We have developed the following templates: 

Version 1 updated 15 June 2021
Version 1.1 updated 12 July 2021
Version 1 updated 17 June 2021
Version 1 updated 17 June 2021
Version 1 updated 2 June 2021
Version 1 updated 2 June 2021
Version 1 updated 2 June 2021
Version 1 updated 2 June 2021
Working Draft updated 28 June 2021
Working Draft updated 30 June 2021

Sample Templates for Fund Managers


Data Standards
The FSC is also developing data standards and the latest drafts are available here

ACCESS
FSC Full and Supporting members access to the templates
To download a copy, please sign in to your FSC account (members) and click on the appropriate template.

FSC Associate member access to templates
Associate members should contact Sharon Sherry (This email address is being protected from spambots. You need JavaScript enabled to view it.).

Non-member access to the templates
If you are interested in purchasing the templates under an annual licensing arrangement, please contact Sharon Sherry (This email address is being protected from spambots. You need JavaScript enabled to view it.) who will work through the licensing costs and requirements. 

WATCH FOR UPDATES
The templates may be updated over time and it is worth bookmarking the Resources page.

The FSC Deputy CEO, Blake Briggs shares more information on the Target Market Determinations (TMDs) here.


EVENT RESOURCES
Event resources are available to members here

MEDIA RELEASES
8 July 2021 - Industry collaborates to produce design and distribution obligations templates 1.0