Disclaimer

Before investing in any financial products, you should carefully consider whether such products are appropriate for you, read the applicable offer document and consult an investment adviser.

Information available on this website has been prepared Challis Investment Partners Pty Limited ABN 95 605 891 165 Authorised Representative No. [xxxxxx] (“CIP “). CIP is an Authorised Representative of Theta Asset Management Limited (ABN 37 071 807 684, AFSL 230920).

CIP believes the information is correct at the time of issue, but no warranty of accuracy or reliability is given and no responsibility arising in any way for errors or omissions (including responsibility to any person by reason of negligence) is accepted by CIP.

This information is general in nature, and has been prepared without taking into account any individual’s objectives, financial situation, or needs. You should seek independent professional legal, financial, taxation, and/or other professional advice before making an investment decision regarding financial products.

Complaint resolution statement

Challis Investment Partners Pty Limited ABN 95 605 891 165 Authorised Representative No. [xxxxxx] (“CIP “). CIP is an Authorised Representative of Theta Asset Management Limited (ABN 37 071 807 684, AFSL 230920), as such it applies Theta’s complaints handling procedures, which are set out below:

Theta has procedures in place to properly consider and deal with any complaints received from Unitholders. Where a Unitholder has a complaint, at first instance, you should contact the Complaints Officer at Theta on:

02 8012 0638, or write to Theta at: PO Box Q423 QVB Sydney NSW 1230.

The Complaints Officer will generally acknowledge receipt of the complaint within two working days and make every effort to resolve the complaint within one month. If your complaint is not resolved to your satisfaction you can contact the following independent external complaints resolution scheme of which Theta is a member:

Financial Ombudsman Service Ltd (“FOS”)
GPO Box 3, Melbourne, VIC 3001
Hours: 9am to 5pm AEST weekdays
Phone: 1300 780 808 or (03) 9613 7366
Fax: (03) 9613 6399
Email: info@fos.org.au
Website: www.fos.org.au

FOS can consider claims of up to $500,000 (or higher if Unitholders and Theta agree in writing). FOS is only able to make a determination of up to $280,000 per managed investment claim (excluding compensation for costs and interest payments).

These monetary limits and FOS terms of reference do change from time to time. Visit the FOS website for further details.