Disclosure and Updates

Material information in relation to the Atrium Evolution Series – Diversified Fund, Atrium Enhanced Fixed Income Fund, and Atrium Alternatives Fund will be posted on the webpage as soon as practicable after Atrium becomes aware of it.

April 23 2020

Buy Sell Spreads notification – Atrium Evolution Series

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April 23 2020

Buy Sell Spreads notification – Atrium Enhanced Fixed Income Fund

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September 28 2018

New external dispute resolution scheme

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September 18 2018

Notice to members of Atrium Enhanced Fixed Income Fund – Change of scheme auditor

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September 18 2018

Notice to members of Atrium Alternatives Fund – Change of scheme auditor

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June 30 2017

Notice of modification to fund constitution

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June 16 2017

Notice of proposed modification to fund constitution

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March 02 2017

Continuous Disclosure Notice – Notice confirming change of responsible entity

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December 14 2016

Continuous Disclosure Notice – Change of responsible entity, unit applications and redemptions, PDS

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ENQUIRIES AND COMPLAINTS

The Responsible Entity has established procedures for dealing with complaints. If an investor has a complaint, they can contact the Responsible Entity and/or the Investment Manager during business hours, using contact details provided in the PDS.

We will endeavour to resolve your complaint fairly and as quickly as we can. We will respond to your complaint within the maximum response timeframe of 30 days. If we are unable to respond within the maximum response time because we have not had a reasonable opportunity to do so, we will write to you to let you know of the delay.

All investors (regardless of whether you hold Units in the Fund directly or hold Units indirectly via a Platform) can access the Responsible Entity’s complaints procedures outlined above. If investing via a Platform and your complaint concerns the operation of the Platform then you should contact the Platform operator directly.

If an investor is not satisfied with the final complaint outcome proposed, any aspect of the complaints handling process or a delay in responding by the maximum response time, the Australian Financial Complaints Authority (AFCA) may be able to assist. AFCA operates the external complaints resolution scheme of which the Responsible Entity is a member. If you seek assistance from AFCA, their services are provided at no cost to you.

You can contact AFCA on 1800 931 678, or by writing to:

Australian Financial Complaints Authority
GPO Box 3
Melbourne VIC 3001
Email: info@afca.org.au
Website: www.afca.org.au

Important Information

The information in this website is intended to be general information only and has been prepared without taking into account your objectives, financial situation or needs. You should obtain and consider the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) before making a decision about whether to acquire or continue to hold any financial product. Copies of the relevant PDS and TMD are available on our website www.atriuminvest.com.au, or can be obtained from your financial adviser or our Client Investment Services team at investors@atriuminvest.com.au. Past performance is not an indication of future performance.

© 2021 Atrium Investment Management Pty Ltd (ABN 17 137 088 745, AFSL 338634). All rights reserved.

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