Important Information: Terms and Conditions

The atriuminvest.com.au website is owned and operated by Atrium Investment Management Pty Limited ABN 17 137 088 745, Australian Financial Services Licence No. 338 634 (Atrium). These terms and conditions, Atrium’s privacy policy, any notices, disclaimers and any other terms and conditions or other statements on this website govern access to the website (Terms and Conditions). You agree to be subject to them by using this website.  

This website is intended only for residents of Australia from within Australia and is not intended for any person resident elsewhere. Information available from this website does not constitute an offer to provide or the solicitation of an offer to purchase any services or products in any other jurisdiction. 

While every care has been taken in the preparation of this website, Atrium makes no representation or warranty as to the accuracy or completeness of any information including, without limitation, any forecasts. The information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. We recommend you consider, before making any decisions, whether the information is appropriate in light of your relevant personal circumstances and with the assistance of a financial adviser. Any views expressed are the opinions of the authors at the time of writing and do not constitute a recommendation to act or not act. All information is based on sources believed to be accurate at the time of compilation and is provided in good faith. Atrium is not under any obligation to update or correct any errors after the date of publication and you must not rely on any of the information as errors or changes may occur in the processing, accessing and storage of website content. 

Neither Atrium nor any other person guarantees or makes any representations about any particular rate of return, the performance of any investment or the repayment of capital. Investments are subject to risks, including without limitation, delays in repayment and loss of income or capital. Past performance is not a reliable indicator of future performance. 

Investors should consider the relevant offer document (eg. product disclosure statement or information memorandum) available from Atrium which contains important information for the relevant product before making any decisions. 

This website may contain references to other offers or promotions by persons other than Atrium. Atrium makes no representations or warranties regarding the quality, accuracy, commerciality or fitness for purpose of any goods or services available from these persons. Your obtaining any of these goods or services is at your own risk and you indemnify each of Atrium and its related bodies corporate against any liability, loss, damage, cost and expense relating to or arising from such goods or services. 

To the maximum extent legally permitted, Atrium will not be liable in any way for any loss or damage suffered through access, use or lack of availability of this website. Atrium’s liability for negligence, breach of contract or contravention of any law as a result of failure to provide this website or any part of it, or for any problems, which cannot be lawfully excluded, is limited, at our option and to the maximum extent legally permitted, to resupplying this website or any part of it to you, or to paying for the resupply of this website or any part of it to you. 

These Terms and Conditions are governed by the law in force in New South Wales, Australia. You irrevocably submit to the non-exclusive jurisdiction of the courts of New South Wales and courts of appeal from them for determining any dispute. They can be modified at any time by Atrium and you agree to continue being bound by them as modified. Notice of changes is provided by publishing revised Terms and Conditions on this website and we will not separately notify you. 

If any of these Terms and Conditions are void, unenforceable or illegal in a jurisdiction, it is severed for that jurisdiction. The remainder have full force and effect and their validity or enforceability in any other jurisdiction is unaffected. This clause has no effect if the severance alters the basic nature of the Terms and Conditions or is contrary to public policy. 

The internet is not a completely reliable transmission medium. We are not liable for any data transmission errors such as data loss or damage or any alteration, including without limitation, any direct, indirect or consequential damage, arising out of the use of the website. 

Atrium may cease or suspend provision of this website at any time, without notice and with immediate effect. Except where necessary for viewing the information on the atriuminvest.com.au website, or as permitted under the Copyright Act 1968 (Cth) or other applicable laws or these Terms and Conditions, no information on this website may be reproduced, adapted, uploaded to a third party, linked to, framed, publicly performed, distributed or transmitted in any form by any process without Atrium’s specific written consent. 

Information on this website is copyright to Atrium (or its related bodies corporate). Information is for personal use only. Any use, modification, copying or distribution requires Atrium’s express written permission. Any trademarks on this website are the trademarks of the relevant owners. Use of any trademark is subject to the relevant owner’s written permission. 

Important Information

This information has been prepared and issued by Atrium Investment Management Pty Ltd (ABN 17 137 088 745, AFSL 338 634) (Atrium) as the investment manager of the Marketing Name: Atrium Evolution Risk Targeted Fund. Registered Name: Atrium Evolution Series – Diversified Fund (ARSN151 191 776), Integrated Managed Account Portfolio Service (ARSN 627 688 402) (MAPS) and the Colonial First State Separately Managed Account (ARSN 618 390 051) (CFS SMA).

The information is general information only and is not intended to provide you with financial advice and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement (PDS), prior to making any investment decisions. The PDS and target market determination (TMD) can be obtained by visiting our website atriuminvest.com.au. 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. his information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. All investments contain risk and may lose value.

The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) is the Responsible Entity (RE) of the Atrium Evolution Series – Diversified Fund (ARSN 151 191 776), Integrated Managed Account Portfolio Service (ARSN 627 688 402) (MAPS), Atrium Enhanced Fixed Income Fund (ARSN 616 127112) and Atrium Alternatives Fund (ARSN 616 126 982). Investors should consider the PDS and TMD (available from Atrium’s website) before making any investment decisions.

Colonial First State Investments Limited (ABN 98 002 348 352, AFSL 232468 ) is the Responsible Entity (RE) of the Colonial First State Separately Managed Account (ARSN 618 390 051) (CFS SMA). Atrium is the portfolio manager of each of the aforementioned portfolios. Investors should consider the relevant offering document (Product Disclosure Statement (PDS) or Information Memorandum (IM) as appropriate), Target Market Determination (TMD) and other relevant information available from Atrium before making any investment decision. Investments in the CFS SMA are only available on CFS Edge. Investors should consider the PDS and TMD before making any investment decisions. Applications for a portfolio in the CFS SMA can only be made pursuant to the application form attached to the relevant PDS or Investor Directed Portfolio Service (IDPS) guide (CFS SMA Offer Documents). Please refer to the CFS SMA Offer Documents for important information concerning an investment in the CFS SMA.

You can only invest in MAPS through HUB24 Invest, an IDPS operated and administered by HUB24 Custodial Services Ltd (ABN 94 073 633 664, AFSL239122) (HUB24 Custodial Services), or through HUB24 Super, a super investment service offered through the HUB24 Super Fund (ABN 60 910 190 523, RSER1074659, USI 60 910 190 523 001) (‘Nominated Platform’ means either HUB24 Invest or HUB24 Super). HUB24 Custodial Services is the promoter of theHUB24 Super Fund and provides a range of services to the HUB24 Super Fund. Investors should consider the MAPS PDS and TMD (available from the Nominated Platform’s and Atrium’s website) before making any investment decision. Please refer to the disclosure documents for your Nominated Platform(available from your financial adviser or your Nominated Platform) together with the PDS for important information concerning an investment in MAPS.

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