Overview

This document relates to the management of conflicts of interest by the FE fundinfo Australia Group (FEfi Australia Group), and is designed to:

  • Outline the FEfi Australia Group’s obligation under the Corporations Act 2001 (the Act) in the management of conflicts of interest;
  • confirm acceptance by the FEfi Australia Group and the FEfi Australia Group’s Board of Directors (the Directors) of its responsibility for such obligations;
  • establish procedures to identify and assess conflicts of interest;
  • implement and monitor responses to conflicts of interest, act on, and record any instance of non-compliance;
  • ensure that all representatives and employees are familiar with and adhere to the FEfi Australia Group Conflict of Interest Policy;
  • ensure that all representatives and employees are familiar with and adhere to the reporting of conflicts of interests; and
  • implement measures to review and update these procedures.

The FEfi Australia Group includes FE fundinfo (Australia) Pty Ltd (FE fundinfo), Zenith Investment Partners Pty Ltd (Zenith), and Zenith CW Pty Ltd (Chant West) and other related entities as updated from time to time, which includes but is not limited to, FE Money Management Pty Ltd.


​Download policy here

Disclaimer: ©Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401, 2023. This website is only intended for use by Australian residents and is subject to use in accordance with Chant West’s Terms of Use and should be read with Chant West’s Financial Services Guide. Products, reports, ratings (Information) are based on data which may be sourced from a third party and may not contain all the information required to evaluate the nominated product providers, you are responsible for obtaining further information as required. To the extent that any Information provided is advice, it is General Advice (s766B Corporations Act). Individuals should seek their own independent financial advice and consider the appropriateness of any financial product in light of their own circumstances and needs before making any investment decision. Chant West has not taken into account the objectives, financial situation or needs of any specific person who may access or use the Information provided including target markets of financial products, where applicable. It is not a specific recommendation to purchase, sell or hold any product(s) and is subject to change at any time without prior notice. Individuals should consider the appropriateness of any advice in light of their own objectives, financial situations or needs and should obtain a copy of and consider any relevant PDS or offer document before making any decision. Information is provided in good faith and is believed to be accurate, however, no representation, warranty or undertaking is provided in relation to the accuracy or completeness of the Information. Information provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which cannot be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of the Information. Past performance is not an indication of future performance. Chant West ratings and research are prepared by Chant West and are not connected in any way to research and ratings prepared by any of our related entities.

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