Financial Services Guide

Click here to download: Partnervest Financial Services Guide (FSG)

Important Legal Information

Partnervest Institutional, SimpleInvest, and UnionInvest is distributed by Partnervest Pty Ltd (ACN 683 034 693, Corporate Authorised Representative of Industry Funds Services Ltd ACN 007 016 195 AFSL 232514) and administered by OpenInvest Limited (ACN 614 587 183) via the OpenInvest Portfolio Service (ARSN 628 156 052). This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation, or needs. Before making any investment decision, please read the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) for SimpleInvest, and the Information Memorandum for UnionInvest and Partnervest Institutional, and any associated reference documents, before making an investment decision. These documents are available in the Investor Portal for each service.

Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser. Past performance is not an indicator nor a guarantee of future performance. All investments involve risks, including possible loss of principal.

Neither Partnervest Pty Ltd, nor Franklin Templeton group, or any other investment provider offered via the services, guarantees the performance of any Fund, nor do they provide any guarantee in respect of the repayment of your capital.