Legal Notices
Legal Notices
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1. General advice warning

The information contained in this internet site is general information only and has not considered the investment objectives, financial situation or particular needs of any person nor does it amount to making a personal recommendation or offer of financial products to you.

2. Disclaimer

To the maximum extent permitted by law, neither Synergy Fund Managers Pty Ltd nor any of its directors, employees or agents, accepts any liability for any action taken by any person in reliance upon the whole or any part of the content of this internet site, nor for any errors or omissions contained in it. The performance of Synergy Fund Managers’ projects is not guaranteed by any entity. This internet site should not be relied on for legal or financial product advice because the effect of an investment in any of Synergy Fund Managers’ projects may differ depending on an investor’s particular circumstances. The performance of any Synergy Fund Managers’ project is subject to the risks set out in the relevant offer document.

We do not guarantee that the material on this internet site is free from viruses or any other defects, although due care has been taken to minimise the risk.

3. Copyright

The material in this site is copyright and remains the property of Synergy Fund Managers Pty Ltd. Synergy Fund Managers Pty Ltd grants you permission to reproduce any material on this site for your personal use only. You must not do anything to modify or add to the content of this internet site.

4. Synergy Fund Managers Pty Ltd Privacy Statement

Your information is treated confidentially

When you apply to become an investor in a Synergy Fund Managers’ project or complete the contact details form contained on this internet site, we record information about you. We collect your information mainly to assess your application for an interest in investing in a project. If you invest in a Synergy Fund Managers’ project, then we use this information to establish and administer your investment.

We may disclose your information to a service provider that assists us in administering Synergy Fund Managers’ projects. They in turn are to keep any information provided confidential. We do not disclose your personal information to any other business.

We use (and may disclose) your information for the following purposes:

  • To consider other inquiries made by you to us.
  • To help us identify products and services that may interest you.
  • To tell you about products and services (unless you have asked us not to) or provide information about financial products.
  • To maintain our relationship with you.
  • To perform our internal administration and operations including accounting, income distribution, reporting, risk management, record keeping, archiving, systems development and testing and staff training.
  • To comply with legislative or regulatory requirements, if you are an investor.

Collection of your information is essential for our business operations and to allow us to service our relationship with you. Without your information we would not be able to provide you with our products and services.

From time to time, we may disclose some of your information to the following types of organisations (including individuals):

  • Your agents, including your finance broker, your stock broker and your legal or financial advisers.
  • Your executor, administrator, trustee, guardian or attorney.
  • Any other professional adviser as authorised by you.
  • Regulatory bodies, government agencies, law enforcement agencies and courts.
  • Other parties we are authorised or required by law to disclose information to.

How you can gain access to the information
You can access your information during business hours. Telephone or write to us using the contact details listed below and ask for the privacy officer.

Synergy Fund Managers
3/55 Southbank Boulevard
Southbank, Victoria,
Australia 3006
Phone: +61 3 9684 8130


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