Unless expressly provided otherwise, the information on this website is directed at Australian residents or citizens who are located within Australia only. The website is intended solely to provide information to investors in each jurisdiction in which the funds are registered of offered for sale and should not be relied upon for any purpose. The contents of the website do not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer is not authorised or to any person to whom it is unlawful to make such an offer or solicitation and does not constitute an offer to sell or solicitation to buy any security, including shares of any fund.
Neither this website nor any information or documents on this website constitutes an offer to sell, or an invitation to subscribe for or to buy, securities in the United States or in relation to any U.S. person. The information or documents on this website are not available to persons in the United States. No action has been taken to register or qualify the products referred to on this website in any jurisdiction outside Australia. By accessing this website you agree to the above statements and confirm that you are a resident of the Commonwealth of Australia and are accessing this website from within Australia.
The Ethical Partners Australian Share Fund – Class C (ARSN 640 785 904) (Class C Units) is a registered managed investment scheme. EQT act as the issuer and responsible entity of the Class C Units and EPMS provides investment management services.
The information contained in this website that relates to the Class C Units is general information only, is not financial advice, and has been prepared without taking into account your objectives, financial situation or needs. You should consider the PDS of the Class C Units prior to making any investment decisions in relation to the Class C Units. If you require financial advice that takes into account your personal objectives, financial situation or needs you should consult your licensed or authorised financial adviser.
A copy of the PDS can be found on the EQT website at https://eqt.com.au/corporates-and-fund-managers/fund-managers/institutional-funds/institutional-fund-manager?f=4a3e9879-8d48-4107-af82-e6bbe814b783
The information is believed to be accurate at the time of compilation and is provided by Ethical Partners in good faith. Ethical Partners makes no representation or warranty as to the quality, completeness, accuracy, reliability, timeliness or currency of information contained in this website. While Ethical Partners will endeavour to keep information up to date, it has no absolute obligation to update this website or to notify you of any changes to information on this website.
To the full extent permitted by law, Ethical Partners and its associated parties exclude all responsibilities for any direct or indirect loss or damage arising in any way as a result of any person using this website or relying on it and exclude all liability for any direct or indirect loss or damage arising in any way from errors or omissions in the information in this website. You agree to indemnify and hold us (and our related bodies corporate and directors) harmless from any claim, action, demand, loss or damages made or incurred by any third party arising out of or relating to use of the website or your breach of these terms of use. Please note that any abusive or otherwise illegal activity may mean we terminate your access to the website.
This website contains trademarks and intellectual property. “Ethical Partners Funds Management” and “Ethical Partners Management Services” and the “Ethical Partners Hourglass” belong to Ethical Partners and its associated entities. Ethical Partners owns the copyright and any other intellectual property rights on this website. You may use the information for your own personal reference only. Except for this purpose or as permitted law, no part of the information on this website may be reproduced or adapted to a third party, distributed in any way without the written consent of Ethical Partners or the owner of the copyright material.
If any parts of these Terms of Use are deemed unlawful or for any reason unenforceable then that provision may be severed from these conditions of use and will not effect the validity of the remaining provisions. No waiver by us of our rights under these conditions of use shall be deemed a waiver of any other term or provision.
Ethical Partners recognises the importance of protecting the privacy and rights of individuals in relation to their personal information. This Policy details how we protect your privacy and how we comply with the requirements of the Privacy Act 1998 (Cth).
As outlined in this policy, privacy laws apply to firms with annual turnover exceeding $3 million. If Ethical Partners’ turnover is less than this level, the company will note privacy requirements outlined in this policy as a guide not an absolute requirement.
Ethical Partners may collect and hold personal information for the purposes of providing our services. The kinds of personal information that we may collect and hold include your name, date of birth, tax file number, email address, home address, phone number and bank account details.
Where you do not provide us with all or some of your personal information that we request then we may not be able to provide services to you.
We only collect personal information that is reasonably necessary for us to conduct our services. We will usually collect your personal information directly from you either in person, by telephone, email, letter or facsimile. We may also collect personal information from third parties however, we will only do so where it is not reasonable and practical to collect the information from you directly.
In some cases, we may also collect your personal information through the use of cookies which are pieces of information that are transferred to your computer when you visit our website for record-keeping purposes. Our cookies do not collect personal information. If you do not wish to receive cookies, you can set your browser so that your computer does not accept them.
We take reasonable steps to ensure your personal information is protected from misuse and loss from unauthorised access, modification or disclosure. We may hold your information in either electronic or hard copy form. Any personal information held that is no longer needed, or required to be retained by any other laws, is destroyed in a secure manner, deleted or de-identified as appropriate.
We take all reasonable steps to ensure the personal information we hold, use and disclose is accurate, complete and up-to-date. On an ongoing basis we maintain and update personal information when we are advised by individuals or when we become aware through other means that personal information has changed.
You may request us to provide you with access to any of your personal information that we hold. You should promptly notify us if you become aware that any of your personal information that we hold is inaccurate, out-of-date, incomplete, irrelevant or misleading.
The Privacy Amendment (Notifiable Data Breaches) Act 2016 was enacted on 22 February 2018, thereby introducing a mandatory data breach notification regime into Australia. This new law will apply to all entities currently subject to the Australian Privacy Principles (APPs) under the Privacy Act 1988 (Cth) who have annual turnover of more than $3 million.
Under the new law, applicable entities must notify eligible data breaches to the Office of the Australian Information Commissioner (OAIC) and affected individuals as soon as practicable after the applicable entity becomes aware that “there are reasonable grounds to believe that there has been an eligible data breach of the entity” (refer section 26WK of the Bill).
An eligible data breach occurs where there has been:
The Bill primarily supplements the existing obligations under APP Chapter 11.1 (Security of personal information) which requires an applicable entity holding personal information to take reasonable steps to protect information from unauthorised disclosure, misuse, interference and loss.
Under the Bill, an eligible data breach occurs where:
Eligible data breaches must be notified where a reasonable person would conclude that the access, disclosure or loss would be likely to result in serious harm to the affected individual. For clarity, the phrase likely is intended to mean more probable than not.
Applicable entities are required to report a serious breach within 30 days otherwise penalties of up to $340,000 for individuals and up to $1.7 million for organisations can apply.
Any questions about this Policy, complaints regarding the treatment of your privacy or a possible breach by us of the Australian Privacy Act, should be directed as per the following:
Email: investors@ethicalpartners.com.au
Address: Level 6, Johnsons Building, 36 Grosvenor Street Sydney NSW 2000
Telephone: 02 8999 1228
Ethical Partners will respond, usually within 21 days after receipt of a complaint.
Where necessary we may seek further information in order to provide a full and complete response.