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Privacy Policy

This policy governs the handling of all personal information by Copia.

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What personal information does Copia collect?
 

If you have a relationship with Copia, it will collect, use and store any personal information you provide or that Copia gathers through your use of the Copia website. Copia may gather personal information from third parties, including, but not limited to, financial advisers, fund managers or other financial intermediaries. If a third party provides Copia with your personal information, we assume you have provided your consent to that third party. If you have any enquiries about Copia obtaining personal information from a third party, you should approach the relevant third party.

The personal information you provide allows Copia to identify you and ascertain any other information that we require to enable Copia to provide financial products and services. If you do not provide the information we request, we may not be able to provide you with the required services.
 

How will Copia use your personal information?
 

Copia will take reasonable measures to protect the confidentiality of your personal information. In most circumstances, your personal information will be used to:
 

  • provide you with a financial or related service

  • monitor the quality of the service that we provide to you

  • improve, enhance and further our services

  • offer you further services, which may include using your information for marketing purposes, or

  • comply with regulatory or legal requirements. These laws and regulations include, but are not limited to, the Corporations Act 2001 (Cth), the Proceeds of Crime Act (1987) and the Financial Transaction Reports Act 1988.
     

In providing you with services, Copia will share your personal information with third party administration and custody services providers. These providers are prohibited from using your personal information other than to honour their contractual obligations with Copia.
 

Storage of your personal information
 

Your personal information will be stored in a secure environment in writing, electronically or both. You may obtain further details by contacting our Privacy Officer.
 

Access to your personal information
 

If you want to know exactly what personal information Copia holds about you, you may view this information by contacting our Privacy Officer:
 

Sam Cole

P+61 3 9602 3199

Escole@copiapartners.com.au
 

We may charge a reasonable fee for access to this information. If you note that any information held by Copia is outdated, incorrect or incomplete, you may ask Copia to update its records. You may also contact the Privacy Officer if you have any questions regarding our compliance with the Privacy Act 1988 (Cth) or if you want to make a complaint about the handling of your personal information.
 

Disclosure of personal information
 

You acknowledge and agree that your personal information may be disclosed to any of the following:

  • Any regulatory body that governs the conduct of Copia including, but not limited to, the Australian Securities & Investment Commission.

  • Under the Anti- Money Laundering and Counter-Terrorism Financing Act 2006, Copia may be required to provide information to the Australian Transaction Reports and Analysis Centre.

  • Related bodies corporate of Copia whether in Australia or any overseas jurisdiction.

  • A third party supplying a service to Copia.
     

Copia website
 

Many websites accessed by you, may utilise ‘cookies’. A cookie is an electronic mechanism that can trace access and use information. If you use Copia’s website, you consent to the use of cookies by Copia. Any personal information obtained by the use of cookies is utilised solely to enhance Copia’s products and services.
 

Melbourne (Head Office) 

Level 47, 80 Collins Street (North Tower)
Melbourne VIC 3000

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Sydney
Governor Macquarie Tower
Level 25, 1 Farrer Place,

Sydney NSW 2000

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Brisbane

Suite 24, Level 18, 324 Queen Street, Brisbane QLD 4000

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DISCLAIMER

 

This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully.

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The information on this website does not constitute personal advice and does not take into account your investment objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to on this website, you determine whether the relevant investment is suitable for your needs, objectives and financial circumstances. You should also consider seeking independent financial advice, particularly on taxation, retirement planning and investment risk tolerance before making an investment decision.

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Neither Copia Investment Partners Limited, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the repayment of capital or payment of particular rates of return on investments.

Copia Investment Partners Limited publishes information on the website that to the best of its knowledge is current at the time and is not liable for any direct or indirect losses attributable to omissions from the website, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions.

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*Ratings

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The rating issued September 2022 APIR OPS0001AU, September 2022 APIR OPS0002AU, September 2022 APIR OPS0004AU, October 2022 APIR OPS1827AU, October 2022 APIR OPS7755AU, October 2022 APIR OPS8304AU & September 2022 APIR OPS2991AU are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only,and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned APIR OPS2991AU June 2022, APIR OPS4597AU September 2022, APIR OPS8304AU September 2022, APIR OPS7755AU June 2022, APIR OPS0002AU October 2022, APIR OPS0004AU October 2022, APIR OPS1827AU June 2022) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

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© 2023 Copia Investment Partners Limited

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