Compliance and Legal

Legal

Uniting Ethical Investors Limited trading as U Ethical, ABN 46 102 469 821, holds an Australian Financial Services Licence No. 294147. Information provided by us is general in nature and does not take into account investors’ particular objectives, financial situations or needs. U Ethical recommends that all investors seek independent financial advice before deciding to acquire any U Ethical product or service.​

Compliance

U Ethical’s commitment to compliance starts at the Board of Directors which is responsible for compliance of the whole organisation. The Board of Directors is committed to complying with laws, regulations, relevant industry codes, and organisational standards.

All staff, from the Board of Directors down, are expected to be actively involved in meeting these requirements and continuously improving our Compliance Program.

U Ethical operates under the umbrella of The Uniting Church in Australia, Synod of Victoria and Tasmania, and does not have any relationships or associations otherwise that might influence us in providing you with our services.

Disclaimer

This website is provided by Uniting Ethical Investors Limited trading as U Ethical ABN 46 102 469 821 AFSL 294147, in relation to the U Ethical Australian Equities Trust, the U Ethical Cash Management Trust, the U Ethical Cash Management Trust (Wholesale), U Ethical Enhanced Cash Trust (Wholesale), U Ethical Diversified Income Trust (Wholesale), U Ethical Australian Equities Trust (Wholesale), U Ethical International Equities Trust (Wholesale), U Ethical Growth Portfolio and U Ethical Funeral Fund (collectively, U Ethical Funds).

The information provided is general information only. It does not constitute financial, tax or legal advice or an offer or solicitation to subscribe for units in any Fund of which U Ethical is the manager, administrator, issuer, trustee or Responsible Entity.

This information has been prepared without taking account of your objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, you should consider the appropriateness of the information based on your own objectives, financial situation or needs or consult a professional adviser. You should also consider the relevant Product Disclosure Statement (PDS), Information Memorandum (IM) or Offer Document which can be found here or by calling us on 1800 996 888.

U Ethical may receive management costs from the U Ethical Funds, see the current PDS, IM or Offer Document. U Ethical, their affiliates and associates accept no liability for any inaccurate, incomplete or omitted information of any kind or any losses caused by using this information. All investments carry risks. There can be no assurance that any U Ethical Fund will achieve its targeted rate of return and no guarantee against loss resulting from an investment in any U Ethical Fund.

Past U Ethical Fund performance is not indicative of future performance.