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Contrarius Investment Advisory Pty Ltd

ABN 48 618 145 449 AFSL No. 506315

Purpose of this Financial Services Guide (FSG)

The purpose of this Financial Services Guide (“FSG”) is to assist you to make an informed decision as to whether to use any of the financial services provided by Contrarius Investment Advisory Pty Limited (ABN 48 618 145 449) (referred to as “Contrarius Australia”, “we”, “us” or “our”) under its Australian Financial Services Licence (“AFSL”) with licence number 506315.

This FSG provides key information about the types of financial services that we offer. It also explains how we (and other relevant persons) are remunerated for these services and includes details of our internal and external complaints handling procedures and how you can access them.

You may also receive from us a Product Disclosure Statement (“PDS”) in relation to managed fund products issued by Equity Trustees Limited (ABN 46 004 031 298, AFSL 240975) (“EQT”) and managed by the Contrarius Group. The PDS will contain important information regarding the relevant managed fund, including its relevant terms, significant risks and the fees and charges that may be payable, and is designed to assist you to make an informed decision as to whether to invest in the relevant managed fund.

Who is Contrarius Australia?

Contrarius Australia is an Australian incorporated company with its main office in Sydney. Contrarius Australia is a member of the Contrarius Group, a global fund manager which was established in 2008. The Contrarius Group has offices in Australia, Bermuda, Jersey (Channel Islands), South Africa and the United Kingdom. Additional information about the Contrarius Group is available at www.contrarius.com.au.

How can we be contacted?

Contrarius Australia can be contacted by:

Post:

Investor Services Manager
Contrarius Investment Advisory Pty Ltd
Tower One International Towers Sydney, Level 40
100 Barangaroo Avenue, Barangaroo,
NSW 2000

Email:

investorservices@contrarius.com.au

Financial services provided by Contrarius Australia

When providing financial services under its AFSL, Contrarius Australia acts on its own behalf as a financial services licensee. Contrarius Australia is in the business of asset management and is authorised under its AFSL to (i) provide general financial product advice for; and (ii) deal in a financial product by applying for, acquiring, varying or disposing of a financial product on behalf of another person, in respect of the following classes of products:

deposit and payment products;
derivatives (restricted to the management of financial risk);
foreign exchange contracts (restricted to the management of financial risk);
debentures, stocks or bonds issued or proposed to be issued by a government;
interests in managed investment schemes, excluding investor directed portfolio services; and
securities.

These financial services may be provided to retail and wholesale clients.

Note: The advice that we provide is general advice only and will not take into account your personal financial objectives, situation or needs. Accordingly, before acting on any advice that we provide to you, please consider the appropriateness of the advice having regard to your personal financial objectives, situation and needs and, if applicable, obtain and consider any PDS issued in connection with the financial products and services that we offer before making a decision to acquire a financial product. If you are seeking financial product advice that takes into account your personal financial situation, you should contact an appropriately licensed financial adviser.

Contrarius Australia is:

The investment manager for Contrarius Australia Equity Fund (ARSN 664 226 331), and Contrarius Australia Balanced Fund (ARSN 664 224 604) (together the ”Australia Funds”). The Australia Funds are Australian registered managed investment schemes and are open to both retail and wholesale investors. Units in the Australia Funds are issued by the funds’ responsible entity, EQT.
The distributor of Contrarius Global Equity Fund (Australia Registered) (ARSN 625 826 075) and Contrarius Global Balanced Fund (Australia Registered) (ARSN 664 222 646) (together the “Global Funds”). The Global Funds are Australian registered managed investment schemes managed by Contrarius Investment Management Limited, a member of the Contrarius Group. The Global Funds are open to both retail and wholesale investors. Units in the Global Funds are issued by the funds’ responsible entity, EQT.

The Australia Funds and Global Funds will be referred to together as the Contrarius Australia Funds.

Providing instructions

Instructions on how to invest in, and redeem from, the Contrarius Australia Funds are set out in the relevant Product Disclosure Statement or other disclosure document (“PDS”). Investors who wish to invest in the Contrarius Australia Funds will receive, and should read and understand, the relevant PDS, Target Market Determination (“TMD”) and Reference Guide. The PDS contains important information regarding the relevant terms and conditions, significant risks and the fees and charges that may be payable.

You should consider seeking independent professional financial advice before making a decision to invest in any of the Contrarius Australia Funds

If you appoint your financial adviser as your authorised and/or nominated representative for the relevant Contrarius Australia Fund, then they can make certain transactions and provide instructions to us on your behalf. Please read the relevant PDS for further information.

How Contrarius Australia is remunerated

There are no fees or charges associated with any general financial product advice Contrarius Australia may give you. However, you will incur fees and charges if you decide to invest in the Contrarius Australia Funds, as detailed in each Fund’s PDS.

Investors in the Contrarius Australia Funds may pay a fixed (base fee) and a performance-related fee (performance fee). In acting as the investment manager of the Australia Funds, Contrarius Australia is entitled to receive the base fee and performance fee, as applicable.

In acting as distributor of the Global Funds in Australia, Contrarius Australia is entitled to receive a distribution fee from the Global Funds’ investment manager for the services it provides which will be calculated with indirect reference to the net asset value of the Global Funds at certain intervals.

If you are a client of Contrarius Australia, you may request further particulars of the remuneration Contrarius Australia is entitled to receive within a reasonable time after you have been provided with this FSG and before any financial service identified in this FSG is provided to you.

Benefits for those who refer customers to Contrarius Australia

Our employees, directors and other staff are paid a salary but do not receive any commissions. However, they may be eligible for bonus payments based on their performance in meeting or exceeding performance objectives.

Contrarius Australia does not pay any fees or commissions to any financial adviser that refers clients to Contrarius Australia. If you have invested in the Contrarius Australia Funds through a financial adviser, your financial adviser may separately charge a fee and/or commission.

From time to time, the Contrarius Australia Funds may be made available on fund platforms. To be on such fund platforms, the responsible entity or Contrarius Australia may pay these fund platforms a fee and/or some form of commission as permitted by law.

Other than the above, Contrarius Australia does not pay any fees or commissions to any person or organisation that refers clients to Contrarius Australia.

Related party transactions

We may appoint related parties on an arm’s length basis, having regard to our obligation to manage conflicts of interest under the Corporations Act 2001. Contrarius Group companies receive fees on normal commercial terms for the services they provide in connection with any of the products where we are the investment manager or distributor.

We may also provide services to other Contrarius Group companies and receive fees on normal commercial terms for these services.

Respecting your privacy

In order to administer its customer relationships and provide its customers with appropriate services, Contrarius Australia needs to collect personal information. Contrarius Australia respects your privacy and has systems and processes in place to protect your personal information.

For details on how we handle your personal information, please read our Privacy Policy that can be obtained from our website, www.contrarius.com.au, or by contacting us.

Conflicts of interest

Potential and actual material conflicts of interest may arise during activities carried out. We have policies and processes in place to manage conflicts of interest.

From time to time, Contrarius Australia directors may hold interests in shares or invest in financial products.

Professional indemnity insurance

Contrarius Australia has professional indemnity insurance arrangements that satisfies the requirements of section 912B of the Corporations Act 2001 (Cth) in regard to compensation arrangements. Subject to its terms and conditions, the policy provides cover for civil liability resulting from third party claims concerning the financial services provided by Contrarius Australia. The policy covers the conduct of current and former Contrarius Australia staff (where such staff were working under Contrarius Australia’s direct control and supervision).

Resolving your complaints

Contrarius Australia endeavours to resolve all complaints in a satisfactory and timely manner. If you have an enquiry or wish to make a complaint, please contact us on:

Post:

Investor Services Manager
Contrarius Investment Advisory Pty Ltd
Tower One International Towers Sydney, Level 40
100 Barangaroo Avenue, Barangaroo,
NSW 2000

Phone:

02 8098 1361

Email:

investorservices@contrarius.com.au

Contrarius Australia will seek to acknowledge your complaint within 24 hours (or one business day) of receiving it. Contrarius Australia will consider and seek to resolve your complaint as soon as possible. Should the complaint be expected to take longer than 30 days, you will be kept informed of its progress. You can either decide to wait for our internal process to complete or refer your complaint to AFCA.

If you are not satisfied with our response to your complaint, you may lodge a complaint with the Australian Financial Complaints Authority (“AFCA”). Contact details are:

Post:

Australian Financial Complaints Authority Limited
GPO Box 3, Melbourne VIC 3001.

Phone:

1800 931 678

Email:

info@afca.org.au

Online:

www.afca.org.au

The external dispute resolution body is established to assist you in resolving your complaint where you have been unable to do so with us. However, it’s important that you contact us first. Contrarius Australia’s AFCA membership number is 41037.

This Financial Services Guide is dated 31 January 2023.

The Contrarius Group Companies (“Contrarius”, “us” or “we”), understand that your privacy is important to you. Contrarius may process your personal data in their capacity as ‘data controllers’. We are committed to respecting your privacy and protecting your personal data. This Privacy Notice (“Privacy Notice”) describes how Contrarius collects, uses, discloses and protects your personal data, and your rights in relation to the personal data it holds.

The funds for which CIML is the appointed investment manager may have their own privacy notices, which set out how each fund and its delegates and their affiliates collect, use, disclose and protect the personal data of investors and potential investors in the fund. The relevant funds’ privacy notice can be accessed on the Contrarius website.

Contrarius will process your personal data in accordance with this Privacy Notice, unless such processing conflicts with the requirements of applicable law, in which case, applicable law will prevail. We may amend this Privacy Notice from time to time, to reflect any changes in the way that we process your personal data. This Privacy Notice supersedes any previous version of it which you may have had sight of.

By submitting your personal data to us, you acknowledge that:

You have read and understood this Privacy Notice and agree to the use of your personal data as set out herein.
Your personal data may be transferred and processed worldwide, including countries that may not be deemed to provide the same level of data protection as your home country, for the purposes and in the manner specified in this Privacy Notice.
All of your representations made when agreeing to the terms of use of the website to establish a user profile for the website are true and correct to the best of your knowledge and belief.

What information do we collect?

You are not required to provide any personal information on the public areas of the website; however, you may choose to do so in order to register a user profile to obtain access to certain parts of the website or when contacting us.

Contrarius may collect a range of information about you. This could include:

Contact information including first name, last name, telephone and fax numbers, e-mail address;
Personal characteristics such as date of birth and country of birth;
Government-issued Identification such as passports, national identity cards or tax identification numbers;
Where you have been granted access to protected parts of our website, your log in information;
In addition to the information you knowingly provide, we may collect certain technical information, including your Internet Protocol (IP) address used to connect your computer to our website. An IP address is an assigned number similar to a telephone number, which allows your computer to communicate over the internet.
Data from third parties during the investment process. This may include fraud and anti-money laundering (“AML”) checks, know your customer (“KYC”) screening and checks required due to sanctions and anti-terrorism laws.

This list is not exhaustive and Contrarius may collect more personal data where it is required.

Sensitive personal data is a subset of personal data and includes ethnicity, health, trade union membership, philosophical beliefs, sexual orientation, as well as other categories as prescribed by law. We do not seek to obtain such data unless permitted to do so by applicable laws.

Why does Contrarius process personal data?

We collect and use your data in order to provide our services to you, to communicate with you about them, to comply with our legal obligations or when necessary for the purposes of our legitimate interests in effectively managing our business operations.

Who has access to data?

Your personal data may be shared within the Contrarius Group or with certain third parties for the purposes set out above. We maintain processes designed to ensure that any processing of personal data by the Contrarius Group entities or third party service providers is consistent with this Privacy Notice and protects the confidentiality, availability, and integrity of your personal data.

In addition, Contrarius and/or the third parties may be required to disclose your personal data to the extent required by relevant regulatory, tax or foreign exchange authorities or law enforcement officials.

We will not sell your personal information or share it with third parties for use in marketing their products and services.

We may transfer your personal data outside the European Economic Area

Contrarius maintains physical, electronic and procedural safeguards to protect your non-public personal information. Even though we have taken significant steps to ensure that your personal information is not misused, you should know that we cannot fully eliminate security risks associated with personal information. The personal data that we collect from you may be transferred to, and stored at, a destination outside the European Economic Area (“EEA”). It may be processed by individuals operating outside of the EEA who work for the Contrarius Group. This could include transfers of personal data to Jersey, Bermuda, Australia, South Africa, the UK and the USA. Certain countries may have different data protection standards to those which apply in the EEA. Where we transfer your personal data outside the EEA, we will ensure that it is protected in a manner that is consistent with how your personal data will be protected by us in the EEA in compliance with data protection law.

How does Contrarius protect data?

We take the security of your data seriously. We have internal policies and controls in place to ensure that your data is not lost, accidentally destroyed, misused or disclosed, and is not accessed except by our employees in the proper performance of their duties.

For how long does Contrarius keep data?

The retention period will be determined by the purpose for which we are using your personal data and any laws or regulation that may set a minimum or maximum period for which we have to keep your personal data.

Your rights

As a data subject, you have a number of rights.

You can:

access and obtain a copy of your personal data on request;
require Contrarius to change incorrect or incomplete data;
require Contrarius to delete of stop processing your data, for example where the data is no longer necessary for the purposes of processing; and
object to the processing of your data.

Please note that the above rights are not absolute, and we may be entitled to refuse requests where exceptions apply.

You can find out more about your rights under data protection legislation at www.jerseyoic.org.

If you would like further information on how Contrarius uses your personal data, the exercise of any of the rights listed above or have a complaint, you may contact privacy@contrarius.com.

This Privacy Notice took effect on 30 May 2023.

Cookies Policy

The use of cookies

We use cookies and similar tools on our website to improve its performance and enhance user experience. Cookies are small text files which a website may put on your computer when you first visit a site or page. The cookie will help our website to recognise your device the next time you visit, thus improving your experience of our website. We use the term "cookies" in this policy to refer to all files that collect information in this way.

The Contrarius website uses two types of cookies: session cookies and persistent cookies:

Session cookies that are temporary and expire at the end of a browser session. The session cookie we use allows us to link your actions during a single browser session so you can use our website most efficiently.
Persistent cookies that are stored on your equipment until deleted. An example is the cookie used to record if you have accepted the use of cookies on the Contrarius website by continuing to browse as normal. This cookie allows you to browse the Contrarius website in future without being shown our cookie notice.

This Cookie Policy applies to our website, mobile applications and emails and forms part of our Privacy Notice.

We reserve the right to update this cookie policy. Any changes will be posted within this page and become effective immediately. Continued use of our website constitutes your agreement to all such updates. If you require any further information about Contrarius’ use of cookies, please contact us at clientservice@contrarius.com.

Third Party Analytics

From time to time, the Contrarius website may use web analytics service providers, for instance Google Analytics, to help Contrarius analyse how users use the website. Third party cookies from Google are used in these instances which allows us to recognise, measure and track users of the website. The information collected includes the number of visitors to the website, where visitors have come to the website from and the pages they have visited. This helps us improve the way the website works, for example, by determining whether visitors can find information easily or by identifying aspects of the website that are of the most interest to them.

More information on “How Google uses data” can be found here: https://policies.google.com/technologies/partner-sites

Information concerning the terms and conditions of use and data privacy can be found here: https://marketingplatform.google.com/about/analytics/terms/gb/

Blocking Cookies

You can choose to accept or decline the usage of cookies by adjusting your browser settings. Cookie settings typically are found in the ‘Options’ or ‘Preferences’ menu of your browser. You can prevent Google’s collection and use of data (cookies and IP address) by downloading and installing the browser plug-in available here: https://tools.google.com/dlpage/gaoptout?hl=en-GB

However, if you decline the use or prevent the usage of cookies on your browser, you may encounter problems browsing our website.

For more information about cookies and how cookie regulation affects you, please visit: http://ico.org.uk/for_the_public/topic_specific_guides/online/cookies.

Please read the Legal Statement and Terms of Use carefully. Your use of our website and email services is subject to your acceptance of and compliance with our terms and conditions. By using our website, you agree and accept all of our terms and conditions, including the processing of your information in accordance with our Privacy Policies and Notices. If you do not wish to be bound by these terms and conditions, please do not access this website.

LEGAL STATEMENT

The information contained on this website has been prepared by Contrarius Investment Advisory Pty Ltd (ABN 48 618 145 449, Australian Financial Services License 506315) (“Contrarius Australia”, “we”, “us” or “our”). Our website and email services are being made available for the benefit of the present investors of the:

Contrarius Australia Equity Fund (ARSN 664 226 331) and Contrarius Australia Balanced Fund (ARSN 664 224 604) (“Australia Funds”);
Contrarius Global Equity Fund (Australia Registered) (ARSN 625 826 075) and Contrarius Global Balanced Fund (Australia Registered) (ARSN 664 222 646) (“Global Funds”);
any such other funds disclosed on this website (collectively referred to as “the Funds”);

and such other persons expressly authorised by the Funds to receive such information, provided that such investors and other persons are not prohibited under the applicable laws of their citizenship, domicile or residence from receiving such information. No other persons are authorised by the Funds to receive such information.

The Funds are made available by prospectus or other forms of disclosure statements specified by applicable law only. Each Fund's Prospectus/Disclosure Statement contains important information which you should read carefully before investing.

Notice of non-solicitation

The information contained on our website is not intended to constitute an offer or solicitation of any securities to any person, and is not intended for distribution to anyone in any jurisdiction where such distribution is not authorised or to any person to whom it is unlawful to make such distribution. By proceeding to access any Prospectus/ Product Disclosure Statement (“PDS”), Account Opening Form and Subscription Form for the Funds, users are representing and warranting that the law of the relevant jurisdiction allows them to access such information. This warning is made in addition to the investment warnings and important notices set out in the Prospectus/PDS. Notwithstanding the foregoing, the Funds are not obliged to issue any interests in the Funds to any person and reserve the right, in their absolute discretion, to refuse any application to acquire interests in the Funds. Persons in receipt of the information contained herein are therefore required to inform themselves about and observe such restrictions.

The distribution of the information contained on our website and the offering of shares in the Funds is restricted in certain jurisdictions. Except as noted below, no action has been taken to permit either the distribution of this information or the offering of any of the shares of the Funds in any jurisdiction where action would be required for such purpose.

Australia

The Funds’ units are not being offered, directly or indirectly to the public through our website. Any offers to invest in the Funds are made in the relevant PDS. Anyone wishing to invest in the Funds will need to complete an Application Form accompanying the current PDS. The Funds’ PDSs are issued by Equity Trustees Limited (ABN 46 004 031 298, AFSL No. 240975) (“Equity Trustees”), as the Funds’ responsible entity. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).

Contrarius Australia is the investment manager of the Australia Funds and distributor of the Global Funds.

Australian resident investors should contact Contrarius Australia at investorservices@contrarius.com.au for further information regarding the Funds.

We have prepared this website to provide you with general information only. In preparing this information, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither Contrarius Australia, Equity Trustees, nor any of their related parties, their employees or directors, provide a warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the relevant PDS and Target Market Determinations (“TMD”) before making a decision about whether to invest.

United Kingdom and European Economic Area

The Funds are not recognised or authorised collective investment schemes for the purpose of the United Kingdom’s Financial Services and Markets Act 2000 and the Funds are not marketed in the European Economic Area (EEA). Residents in the EEA can only invest under certain circumstances as determined by, and in compliance with, applicable law.

The information on this website is provided only for Australian residents or citizens who are currently located in Australia.

United States of America

The information posted on our website is not intended for US persons and in no circumstances should it be regarded as a direct or indirect offer of interests in the Funds in the United States of America or to US persons as defined in Regulation S under the US Securities Act of 1933 as amended (“US Securities Act”). Neither the interests in the Funds nor the Funds themselves have been registered under any United States securities legislation and, except in a transaction which does not violate such legislation or require the registration of the Funds, interests in the Funds are not being offered, directly or indirectly, in the United States of America or in any of its territories or possessions or areas subject to its jurisdiction or to citizens or persons thereof. Any offer and sale interests in the Funds made in the United States will be made only in full compliance with US securities laws.

TERMS OF USE

This website provides general information for the benefit of the present Investors in the Funds and such other persons expressly authorised by the Funds to receive such information, provided that such investors and other persons are not prohibited under the applicable laws of their citizenship, domicile or residence from receiving such information. No other persons are authorised by the Funds to receive such information. It may not be complete and up to date for your purposes. It is not intended as financial advice or as an offer, solicitation or recommendation of securities or other financial products. Only investors who have read all relevant disclosure documents including the PDS and TMD, and with appropriate knowledge and experience to evaluate the applicable merits and risks should consider an investment in the instruments discussed herein. You should obtain independent financial advice that addresses your particular investment objectives, financial situation and needs before making investment decisions. The information and materials contained on this website, including all terms, conditions, and descriptions are subject to change.

Our website is made available to you for your personal use only. Contrarius Australia and its agents will provide you and your authorised users who agree to abide by our terms of use, as amended from time to time, with access to our website. Our terms of use in effect from time to time constitute the agreement between Contrarius Australia, you and any users you have authorised relating to the access to our website. If you and your authorised users are provided with usernames and passwords, then you and your authorised users are solely responsible for protecting those usernames and passwords from disclosure to third parties and are not permitted to avoid the use of required encryption technologies. You must provide current, accurate identification, contact, and other information that may be required as part of the classification and/or registration process and/or continued use of our website. You will be liable for all losses that occur if your usernames or passwords are used to access services whether or not you authorized such use. You agree to discontinue use of our website if requested, for any security reasons cited by Contrarius Australia.

The information provided in any e-mail sent by Contrarius Australia is provided to the recipient only and for the information purposes of the recipient only. Such information is not intended for, may not, without the express consent of Contrarius Australia, be distributed to, and may not be relied upon by, any other party, including without limitation, any advisory or other client of the recipient. Any such information will not constitute and may not be construed as (i) an offer to sell, or an invitation to purchase securities issued by any Fund or (ii) the provision of investment advice. Contrarius Australia reserves the right to refuse service to anyone at any time without notice for any reason.

You agree that you are responsible for your own communications and for any consequences thereof. You agree that you will use our website in compliance with all applicable local, state, national, and international laws, rules and regulations, including any laws regarding the transmission of technical data exported from your country of residence. You shall not, shall not agree to, and shall not authorize or encourage any third party to: (i) use our website to upload, transmit or otherwise distribute any content that is unlawful, defamatory, harassing, abusive, fraudulent, obscene, contains viruses, or is otherwise objectionable as reasonably determined by Contrarius Australia; (ii) upload, transmit or otherwise distribute content that infringes upon another party's intellectual property rights or other proprietary, contractual or fiduciary rights or obligations; (iii) prevent others from using our website; or (iv) use our website for any fraudulent or inappropriate purpose. Violation of any of the foregoing may result in immediate termination of access to our website and/or e-mail services, and may subject you to other legal consequences. Contrarius Australia reserves the right to investigate your use of our website in order to determine whether a violation of our terms of use has occurred or to comply with any applicable law, regulation, legal process or governmental request.

Content

The website's purpose is only to provide general information or factual information regarding your investment in the Funds (if applicable). The website does not take into account the particular circumstances, investment objectives or the investment needs of any user. The information in our website or the content provided through e-mail services, including, without limitation, all research, opinions or other content, is not intended to, nor does it, constitute financial, accounting, tax, legal, investment, consulting or other professional advice or services. Before making any decision or taking any action which might affect your personal finances or business you should consult your own professional advisors.

The information and content contained on our website or received through e-mail services is relevant as of the dates expressly stated therein and no implication is being made that there has been no change in such information subsequent to such dates. The information is subject to change without notice.

Changes are periodically made to the information on our website or the content provided through e-mail services and these changes will be incorporated in new editions of our website. Contrarius Australia expressly reserves the right, in its sole and absolute discretion, to alter or amend any criteria or information set out in our website without notice.

Our website may now, or hereafter from time to time contain certain statements or information with respect to the projection of revenues, income, earnings per share, capital expenditures, dividends, capital structure, or other financial items; or the plans, objectives and/or projections of Contrarius Australia for future operations; or future economic performance. Contrarius Australia wishes to caution you that such projections are only predictions and that actual events or results may differ materially. Contrarius Australia is an active manager and any statement that relates to a specific issuer should not be treated as a representation that Contrarius Australia is pursuing any particular trading strategy. In particular, where the website or the content received through e-mail services provides commentary on securities, financial instruments, indices, financial products or indicators, or economic conditions, it is done in the context of investment decisions for the Funds. It is not intended to be, and it should not be construed as, a recommendation to (or not to) deal in the particular security, index or financial instrument. Contrarius Australia may be buying or selling any securities or other financial instrument discussed.

The use of cookies

The Contrarius Australia website uses two types of cookies: session cookies and persistent cookies:

Session cookies that are temporary and expire at the end of a browser session. The session cookie we use allows us to link your actions during a single browser session so you can use our website most efficiently.
Persistent cookies that are stored on your equipment until deleted. An example is the cookie used to record if you have accepted the use of cookies on the Contrarius Australia website by continuing to browse as normal. This cookie allows you to browse the Contrarius Australia website in future without being shown our cookie notice.

We do not use third-party cookies on the Contrarius Australia website. If you would like to disable cookies from our website, you can adjust your browser settings to do so, however, you may find that our website ceases to work. For more information about cookies and how cookie regulation affects you, please visit http://ico.org.uk/for_the_public/topic_specific_guides/online/cookies.

If you require any further information about Contrarius Australia’s use of cookies, please contact us at investorservices@contrarius.com.au.

Disclaimer

Our website, content provided through e-mail services and the information contained therein are provided "as is" and your use of our website and the information contained therein is entirely at your own risk. You assume full responsibility and risk of loss for the investment decisions, results obtained, regulatory reports and statements produced using our website and the information contained therein, including your account information. Neither Contrarius Australia, its affiliated companies, holding companies, subsidiaries or subsidiaries of its holding companies, or their shareholders, agents, consultants, officers, directors or employees will be liable for any damages whatsoever relating to the use of our website or the information contained therein, including, without limitation any direct, indirect, special, incidental, consequential or punitive damages, whether in an action arising out of contract, statute, wrongful conduct or otherwise.

Contrarius Australia expressly disclaims all implied warranties, including, without limitation, warranties of merchantability, title, fitness for a particular purpose, non-infringement, compatibility, security and accuracy. Any warranty implied by law is hereby excluded except to the extent such exclusion would be unlawful. Contrarius Australia disclaims all liability from the availability, timeliness, security or reliability of our website, e-mail services and the information contained therein. Contrarius Australia will not be responsible or liable for the exercise or non-exercise of its rights under these terms.

Without limiting the generality of the foregoing: (i) Contrarius Australia does not warrant that our website, the content provided through e-mail services or information contained therein will be error-free or will meet any particular criteria of accuracy, completeness or reliability of information, performance or quality; and (ii) while Contrarius Australia has taken reasonable measures to ensure the integrity of our website, the content provided through e-mail services and the information contained therein, no warranty, whether express or implied is given that any files, downloads or applications available via our website are free of viruses, trojans, time-locks or any other data or code that has the ability to corrupt or affect the operation of your system.

Modification of Terms of Use

Contrarius Australia reserves the right to suspend, terminate or modify our website, e-mail services or these terms of use at any time without notice. Any changes to the Terms of Use will appear in this document, which you can access at any time by selecting the "Legal Statement" hyperlink displayed on our website. Your usage of our website after the changed terms of use have been posted, will constitute your acceptance of the changed terms of use.

Ownership & Copyright

Contrarius maintains all copyrights in the text, graphic images and logos contained in this website. You may download or print hard copy of individual pages and/or sections of the Contrarius Australia website provided you do not remove any copyright or other proprietary notices. Any download or copy from the Contrarius Australia website will not transfer title to any software or material from Contrarius. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose the Contrarius Australia website without Contrarius Australia’s prior written consent.

Without derogating from the foregoing, Contrarius Australia hereby authorises you to view, copy, download to a local drive, print and distribute the content of our website, or any part thereof, provided that: (i) such content is used for your information purposes only; (ii) such content is used for non-commercial purposes and you and your authorised users are expressly prohibited from incorporating any material of Contrarius proprietary material from our website or provided through e-mail services in any other work, publication or website either of your own or belonging to any third party; and (iii) any reproduction of Contrarius proprietary material from our website or portion thereof must include this notice in its entirety.

Third party sites

The Contrarius Australia website may contain external links to third party websites for your convenience. Contrarius Australia makes no representation or endorsement as to their content. Your use of or reliance on any external links provided is at your own risk.

Privacy, Confidentiality & Information Security

We are committed to protecting the security of your personal information. Even though we have taken significant steps to ensure that your personal information is not misused, you should know that we cannot fully eliminate security risks associated with personal information.

In order to provide its services to users, Contrarius Australia shall process any personal data it holds in accordance with its Privacy Notice and applicable data protection legislation and may use agents and other third-parties in Australia and elsewhere to hold or process personal data or other confidential information. As a user and party to these terms it is an express term that you agree to the transfer, holding and processing of such personal data and other confidential information in this way and agree that your use of this website is subject to the Contrarius Privacy Notice. Contrarius Australia does not sell, rent, loan, trade or lease any personal information collected, including application forms, financial data or email addresses.

Contrarius Australia will disclose otherwise confidential personal data and confidential information if it is compelled to do so by laws and regulations applicable to it and/or its agents, and whether in Australia or elsewhere.

Contrarius Australia’s Privacy Policy is available here.

Sources

The S&P/ASX 300 Accumulation Index and S&P/ASX Australian Government Bond Index (“Index(es)”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Contrarius Australia. © 2024 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P DJI shall have no liability for any errors, omissions, or interruptions of any index or the data included therein.

"MSCI" is a trademark of MSCI Inc. and is used by Contrarius Group under licence. The MSCI information (1) may not be redistributed or used as a component of a financial product or index; (2) does not constitute investment advice; and (3) is provided on an "as is" basis with each of its users assuming the risk of his/her use. MSCI and related parties expressly disclaim all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. None of those parties shall have any liability for any damages (whether direct or otherwise).

J.P. Morgan Global Government Bond Index (the “GBI Global Index”): Information has been obtained from sources believed to be reliable but J.P. Morgan does not warrant its completeness or accuracy. The GBI Global Index is used with permission. Copyright 2024, J.P. Morgan Chase & Co. All rights reserved. The 60/40 Index may not be copied, used, or distributed without prior written approval.

Benchmarks and indexes are shown for illustrative purposes only, may not be available for direct investment, are unmanaged, assume reinvestment of income, and have limitations when used for comparison purposes because they may have volatility, credit, or other material characteristics (such as number and types of securities) that are different from the Funds.

Transmission of Information

Your attention is drawn to the fact that information transmitted via the Internet, including without limitation e-mail, is susceptible to monitoring and interception. Contrarius Australia disclaims any liability for the interception or monitoring of, or access to, such information by any person. Contrarius Australia requests that no unsolicited confidential or proprietary information be sent to Contrarius Australia. Any such unsolicited information or material sent to Contrarius Australia will be deemed not to be confidential, unless otherwise agreed in writing by Contrarius Australia.

Your Account

Adding your investment account to your user profile or requesting account information constitutes and shall be deemed to be an acceptance of the following terms:

The Company

Contrarius Australia is an Australian-incorporated proprietary company licenced by the Australian Securities and Investments Commission (AFSL No. 506315).

General Provisions

Any views expressed reflect the current views of Contrarius Australia and do not necessarily represent the view of any other members of the Contrarius Group. The views expressed may change without notice or liability.

Contrarius Australia maintains the highest possible professional standards in its dealings with clients and complies with, and expects its clients to comply with, all relevant laws including those relating to money laundering.

Contrarius Australia and/or its appointed agents reserve the right to record telephone conversations. Access to records is highly restrictive.

You and your authorised users may not assign or delegate any of your rights or obligations under our terms of use without the prior written consent of Contrarius Australia, which consent may be withheld in its absolute and sole discretion. Any purported assignment or delegation without such consent shall be null and void. Nothing in this Agreement shall be deemed to confer any third party rights or benefits.

These terms of use, your rights and obligations, and all actions contemplated by these terms of use (and any non-contractual obligations arising out of or in connection with them), shall be governed by and are to be construed in accordance with the laws of New South Wales, Australia. You agree to the non-exclusive jurisdiction of the courts of New South Wales, Australia.

If any provision in these terms of use is invalid or unenforceable under applicable law, the remaining provisions will continue in full force and effect.

Correspondence in relation to Contrarius Australia’s business or enquiries about the Fund can be addressed to: Tower One, International Towers Sydney, Level 40, 100 Barangaroo Avenue, Barangaroo, NSW, Australia 2000 or investorservices@contrarius.com.au.

What to do if you are unhappy with our service

Contrarius Investment Advisory Pty Limited (ABN 48 618 145 449, AFSL 506315) (“Contrarius Australia”, ”we”, “us” or “our”) endeavours to resolve all complaints in a satisfactory and timely manner. If you have an enquiry or wish to make a complaint, please contact us on:

Post:

Investor Services Manager
Contrarius Investment Advisory Pty Limited
Tower One International Towers Sydney, Level 40
100 Barangaroo Avenue
Barangaroo NSW 2000

Phone:

02 8098 1361

Email:

investorservices@contrarius.com.au

To help us investigate and resolve your complaint effectively, please provide us with the following information:

your full name, address and contact phone number(s);
a description of your complaint;
any additional documentation or information that may support your complaint and assist us to resolve it; and
how you would like your complaint to be resolved.

If you need assistance to make a complaint, we will accept complaints made by someone on your behalf, such as your financial or legal adviser, a member of your family or a friend.

How will your complaint be addressed?

We will seek to resolve your complaint at the first point of contact. If this is not reasonably possible, we will acknowledge your complaint within 24 hours (or one business day) of receiving it, and you will receive the name of the responsible individual who will work to resolve your complaint.

Investigating and resolving your complaint

We are committed to investigating your complaint in a satisfactory and timely manner. If we require further information, we will contact you. Once we have collected all required information about the complaint, we will conduct our investigation. When we have completed our investigation, we will write you to explain our findings and the steps we propose to take.

We aim to resolve your complaint as soon as possible, generally where possible within 14 business days. If we are not in a position to resolve it within this timeframe, we will provide a response to your complaint no later than 30 calendar days after receiving it.

Closing complaints

Generally, if we close your complaint within 5 business days after receipt, we will not provide a formal written response to you. This may be the case if we have resolved the complaint to your satisfaction, or if we have given you an explanation and consider that no further action can reasonably be taken by us to address the complaint.

What if your complaint is not resolved?

If you are not satisfied with our response to your complaint, you may lodge a complaint with the Australian Financial Complaints Authority (“AFCA”). AFCA is the external dispute resolution scheme established by the Commonwealth Government to deal with complaints about financial services providers from individuals and small businesses. AFCA’s services are provided at no cost to you.

AFCA’s contact details are outlined below:

Post:

Australian Financial Complaints Authority
GPO Box 3
Melbourne VIC 3001
Australia

Phone:

1800 931 678

Email:

info@afca.org.au

Online:

www.afca.org.au

Questions

If you have any questions about our complaints process, please contact us at investorservices@contrarius.com.au.

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