The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 ratings (assigned: Robeco Emerging Conservative Equity Fund (AUD) – 01 Nov 2018; Robeco Global DM Conservative Equities Fund (AUD) – 28 Nov 2018; Robeco Global DM Conservative Equities Fund (AUD Hedged) – 02 Mar 2018; Robeco Global DM Multi-Factor Equities Fund (AUD) – 08 May 2018; Robeco Global DM Multi-Factor Equities Fund (AUD Hedged) – 08 May 2018) referred to in these documents 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 and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant products. 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 a 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 www.zenithpartners.com.au/RegulatoryGuidelines.
BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.
What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity: