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OpenInvest Product Disclosure Statement (PDS)

The OpenInvest Product Disclosure Statement is available in PDF format by clicking here.

Effective: 29 September 2021

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This website is maintained by OpenInvest Limited ACN 614 587 183, AFSL 504 155 and its related entities (OpenInvest, ‘we’, ‘our’, ‘us’). Your use of the website is governed by the Terms of Use and our Privacy Policy. We recommend you review these documents and check for updates regularly.

All information on this website including content that is published or made available by our partners, is of a general nature and should not be considered as personal financial advice that takes into account your individual objectives, needs or circumstances. Content provided by an investment manager is representative of the views of the relevant investment manager only and OpenInvest makes no representation or warranty as to the accuracy or completeness of such content and any liability is expressly disclaimed. The investments described within any Model Portfolio published on this website is also indicative as at the date of publishing.

Any investment in the service is administered through the OpenInvest Portfolio Service ARSN 628 156 052 (‘Service’). OpenInvest Limited is the responsible entity of the Service. It is your responsibility to determine whether investing in the Service is appropriate for you, as well as which Model Portfolio is right for you, having regard to your objectives, financial situation, needs and circumstances. You should read the Product Disclosure Statement, Investment Menu and Target Market Determination before investing. OpenInvest does not provide financial advice that takes into account your personal circumstances and does not make any recommendation to invest in any particular Model Portfolio or in the Service. You should also be aware that any information on past performance is not a reliable indicator of future performance and that none of OpenInvest, or any investment manager partner, or any custodian appointed by OpenInvest, guarantees the performance of any investment in the Service, or of any Model Portfolio or the repayment of capital.

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.

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