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Vertium Asset Management: Change of distribution partner and Responsible Entity

  • Writer: Vertium Asset Management
    Vertium Asset Management
  • Aug 1, 2023
  • 1 min read

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

Associate Global Partners

vertium.com.au/contact

1300 052 054

invest@associateglobal.com

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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Vertium Asset Management Pty Ltd (ABN 25 615 639 659), is a Corporate Authorised Representative (Corporate Authorised Representative Number 001258758) of Clime Asset Management Pty Ltd (ABN 72 098 420 770), AFSL 221146.

The rating issued October 2021 APIR OPS1827AU is 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 OPS1827AU May 2024) 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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