Website Terms & Conditions

By accessing this website, you agree to the following terms and conditions. If you do not agree to these terms, do not access this website.

Internet Disclaimer 

This website, the CIP website (“Website”) is for your personal use. As a user, you may not sell, copy, publish, distribute, transfer, modify, display, reproduce, and/or create any derivative works from the information or software on this website. You may not redeliver any of the pages, text, images, or content of this website using “framing” or similar technology. You acknowledge that you have no right to use the content of this website in any other manner.

The contents of this Website, including text, graphics, links and/or other items, have been prepared based upon sources, materials, and systems believed to be reliable and accurate, and are provided to you on an “as is” and “as available” basis.

Information available on this website has been prepared by Challis Investment Partners Pty Limited ABN 95 605 891 165 Authorised Representative No. 1234865 (“CIP “). CIP is an Authorised Representative of Theta Asset Management Limited (ABN 37 071 807 684, AFSL 230920) (“Theta”).

Links to other websites are provided for your convenience, and are not to be construed as an endorsement by the website provider, of any financial products and/or services, or vice versa. We accept no responsibility for any of the content (regardless of what form this content is in). We do not guarantee that any of the links are operational, and do not assume any responsibility for the consequences of any errors or omissions as a result of using these links.

Website ownership and management 

This Website is managed and owned by CIP. CIP reserves the right to change, modify, add, or delete, any content and the terms & conditions of use of this Website without notice. Users are advised to periodically review the contents of this Website to be familiar with any modifications.

Privacy policy

Information transmitted to CIP through this Website will be considered private and confidential. However, the internet is not a fully secure medium, and whilst CIP will use its best endeavours to secure any information sent to CIP, the confidentiality and privacy of such information cannot be guaranteed.

Australian residents only

This Website is directed at and only available to Australian residents. Neither the performance nor the repayment of capital or any income (distributions, as the case may be) of any financial product is guaranteed by any one of Theta, CIP, the relevant investment manager or their related entities.

Downloading and ownership of other material

The contents of this Website are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation or would cause any financial product to be required to be registered with a governmental authority or would cause CIP or its related bodies corporate to be required to obtain a licence or authorisation from a governmental authority or self-regulatory organisation. None of CIP or its related bodies corporate make any representations that the contents are appropriate for use in all locations, or that the transactions, securities, products, instruments, or services discussed on this Website are available or appropriate for sale or use in all jurisdictions or countries, or by all investors or counterparties. All persons and entities accessing this Website, access it on their own initiative and are responsible for compliance with applicable local laws and regulations.

No liability for content or arising from use

None of CIP or its related bodies corporate or their employees, officers, representatives, agents or contractors shall be liable for any loss, liability, damage, cost or expense, whether direct, indirect, special, incidental, consequential, punitive, or exemplary, including (but not limited to) loss of profits, in connection with or arising in any way from:

  • any defects, viruses and any other malfunctions caused to any equipment and other software in connection with access or use of this website;
  • the information provided on or via this website;
  • the interception, modification or misuse of information transmitted to CIP or transmitted to you;
  • the functioning or non-availability of this website; (v) the misuse of this website;
  • the loss of data;
  • downloading or use of any software made available by this website; or
  • claims of third parties in connection with the use of this website.

 

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. 1234865 (“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. 1234865 (“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.