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Updated 16 September 2011

We recommend investors contact their financial adviser and read both Part 1 and Part 2 of the Product Disclosure Statement prior to making an investment decision.

Terms & Conditions

LM means LM Investment Management Ltd, Responsible Entity and Australian Financial Services Licensee 220281.

Material produced by LM and made available in this section of the website is intended exclusively for authorised financial advisers, intermediaries, and institutions. This section of the website and the information contained herein is not intended for use by individual investors (including retail investors). Before proceeding to this content, LM requires you to confirm that:-

  • you are authorised (under applicable legislation) to give advice and deal in managed investment schemes as a financial adviser; intermediary; or institution, or as an authorised representative of one of these;
  • you will not make an investment in an LM fund or product, or advise another to do so, if the promotion of the investment to the type of investor you represent is prohibited;
  • you recognise that the information provided on this website is for information purposes only, is not intended as financial product advice and is not a solicitation of an investment, LM takes no responsibility for the use of this information;
  • you will read and fully understand the relevant; Product Disclosure Statement (and any relevant Supplementary Product Disclosure Statement), and/or Information Memorandum (and any relevant Supplementary Information Memorandum), including the risk factors, before providing advice on the LM funds;
  • you recognise that this website is intended for use globally, and legislation pertaining to the jurisdiction in which you are authorised when accessing the content of this website applies. LM is regulated under Australian Legislation, it is the responsibility of all (including overseas) financial advisors, intermediaries and institutions to ensure compliance with all laws of the country in which they provide a financial service;
  • you are over 18 years old; and
  • your access to and use of this part of our website is conditional upon your acceptance and compliance with the other terms, conditions, notices and disclaimers contained on this page and elsewhere on the website (known collectively as the "Terms and Conditions"). You can view these Terms and Conditions at http://www.lmaustralia.com/Special-Pages/Footer-Links/Terms-of-Use.aspx.
  • you agree that LM may amend the Terms and Conditions at any time by posting the amended Terms and Conditions on the Website. The amended Terms and Conditions will be effective immediately and you will be bound by the amended Terms and Conditions from that time. This agreement may not be amended otherwise. If you violate any Terms and Conditions your right to use and access to this restricted section of the website automatically terminates.
  • you agree to indemnify us against all claims and liabilities whatsoever relating to your use of this part of our website.

Investment into the LM Funds is only accepted following the recommendation of financial advisers, intermediaries and institutions. LM is not licensed to provide advice, Investors should seek independent financial advice prior to making any financial decisions to determine if an investment is suitable to their objectives, financial situation or needs. For complete details of the LM Funds, those recommending the LM Funds, and Investors, should read any relevant: Product Disclosure Statement (PDS) and any Supplementary PDS/s; Information Memorandum (IM) and any Supplementary IM/s; simplified investment documents; and any disclaimer information provided on this website.

If you intend to use this website on behalf of a company or partnership for which you work, then references to “you” in this declaration mean to you and the applicable company or partnership for which you work. You warrant and confirm that you are authorised to legally bind any applicable company or partnership for which you work.

By ticking the box below you are confirming and agreeing to the above statements, and the LM privacy policy, on behalf of such applicable partnership or company and/or yourself.

I confirm that the above statements are true and I accept the LM website terms and conditions and the LM privacy policy.
 
 

 

Under Australian legislation, and as regulated by the Australian Securities and Investment Commission (ASIC), fund managers of investment funds such as the LM funds must provide specific disclosures relating to fund information, to minimise the risk of misleading investors, or investor misunderstanding. As a Responsible Entity and manager of the LM income funds, LM is required to display the following disclosures relating to the content of this web page.

This product will be issued by LM Investment Management Limited (LM). This communication provides information about the fund and is not intended as financial product advice.  LM is licensed as a fund manager and not as a provider of financial product advice.  Investors should seek independent financial advice before making any financial decisions.  Investors should read and consider the current Product Disclosure Statement (PDS), including any relevant Supplementary PDS, before making any decision about the product, available at www.LMaustralia.com.

PRODUCTS AND SERVICES ARE NOT AVAILABLE TO THE HONG KONG PUBLIC.