Not-For-Profit Leaders Forum 2025
Not-For-Profit Leaders Forum 2025
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    Disclaimer

    This information was prepared by Evans and Partners Pty Ltd (ABN 85 125 338 785, AFSL 318075) (“Evans and Partners”). Evans and Partners is a wholly owned subsidiary of E&P Financial Group Limited (ABN 54 609 913 457) (E&P Financial Group) and related bodies corporate.

    The Evans and Partners Australian Equities Growth Portfolio (“Portfolio”) is a model portfolio on the Evans and Partners Managed Accounts platform which is issued by The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) as the Responsible Entity. Investment Administration Services Pty Ltd (ABN 86 109 199 108) is the Manager of the Portfolio. This document is provided by Evans and Partners, the Sub-Investment Manager of the Portfolio. Schroder Investment Management Australia Limited (ACN 000 443 274, AFSL 226473) (“Sub-Adviser”) has been appointed to provide investment advisory services to the Sub-Investment Manager) in relation to the Portfolio. Ben Chan and Adam Alexander are employee representatives of the Sub-Adviser.

    The information may contain general advice or is factual information and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Seeking professional personal advice is always highly recommended. Where a particular financial product has been referred to, you should obtain a copy of the relevant product disclosure statement or offer document before making any decision in relation to the financial product. Past performance is not a reliable indicator of future performance.

    The information may contain statements, opinions, projections, forecasts and other material (forward looking statements), based on various assumptions. Those assumptions may or may not prove to be correct. E&P Financial Group, its related entities, officers, employees, agents, advisors nor any other person make any representation as to the accuracy or likelihood of fulfilment of the forward looking statements or any of the assumptions upon which they are based. While the information provided is believed to be accurate E&P Financial Group takes no responsibility in reliance upon this information.

    The Financial Services Guide of Evans and Partners Pty Ltd contains important information about the services we offer, how we and our associates are paid, and any potential conflicts of interest that we may have. A copy of the Financial Services Guide can be found at eandp.com.au. Please let us know if you would like to receive a hard copy free of charge.

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