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  • Writer's pictureVertium Asset Management

Vertium Asset Management: Change of distribution partner and Responsible Entity

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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