In June 2023, a decision was made to change the business partner that provides distribution and Responsible Entity services to the Vertium Equity Income Fund.
Consequently, the provision of distribution and Responsible Entity services will be transferred from Copia Investment Partners to Associate Global Partners Limited. The change is expected to conclude by 30 June 2024 and will not impact how the Fund invests or the way it is managed by Vertium Asset Management (Vertium).
Financial advisers and investors in the Fund do not need to take any action at this time. Further communication will be sent closer to the transition date.
All three business parties are committed to a seamless transition. We appreciate your patience through this period, and we are available for any questions you may have, with the new contact details below.
New contact details – effective from 1 August 2023
Type of enquiry | Contact Details | Effective date |
General enquiries abut the fund or fund manager | 1 August 2023 | |
Distribution enquiries | Associate Global Partners - Distribution Team vertium.com.au/contact | 1 August 2023 |
Account enquiries | Copia Investment Partners 1800 442 129 clientservices@copiapartners.com.au From 1 August 2024, all queries can be directed to Associate Global Partners, as above. | Until 31 July 2024 |
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