High performing funds and private mandates for our investors. Access the below fund overviews and detailed information relating to:

• Investment strategy and approach
• Fund size
• Subscription details
• Fees and charges
• Reporting structure/performance
• Product disclosure statements

Please access the portal below using the login details provided to you by Courtley Roy. For more information please do not hesitate to contact us.

TERMS AND CONDITIONS

The www.courtleyroy.com website is owned by Courtley Roy Pty Ltd (ACN 159 661 846) (Courtley Roy). Your access to this website is subject to these terms and conditions, the Courtley Roy Privacy Statement and any other notices, disclaimers, terms and conditions or other statements contained on this website, (collectively referred to as the Terms and Conditions). By using this website, you agree to be subject to the Terms and Conditions.

Jurisdiction

The www.courtleyroy.com website has been created for the use of Australian residents only. Any currency references located within this website are in Australian dollars, unless otherwise stated.

Financial Services Advice

Financial services are provided by Courtley Roy as an Australian financial services licensee (AFSL 426687).

The information on this website is provided for information purposes only and is subject to change without notice. Nothing contained in this information is intended to be investment, legal, tax or other advice. This website does not take into account your investment objectives, financial situation or particular needs. You should, before acting on any information on the website, consider the appropriateness of the information having regard to your objectives, financial situation and needs.

This portal is for wholesale, professional or sophisticated investors only, within the meaning of the Corporations Act 2001. Consequently, the content of the portal is intended for use only by persons having professional experience in matters relating to investments and must not be accessed or relied upon by any other person including, without limitation, retail clients.

Copyright

The material in this site is copyright and remains the property of Courtley Roy. Courtley Roy grants you permission to reproduce any material on this site for your personal use only. You must not do anything to modify or add to the content of this site.

Virus Warning

We do not guarantee that the material on the www.courtleyroy.com website is free from viruses or any other defects, although due care has been taken to minimise the risk. We recommend that prior to using any downloaded file, you carry out an appropriate virus check.

External Links

This website may contain external links to third party sites. Any such links are provided solely for your convenience and do not indicate, expressly or impliedly, any endorsement by Courtley Roy of the site or the products or services provided at those sites. You can access those sites and use the products and services made available at these sites solely at your own risk.

Liability of Courtley Roy

Whilst due care has been taken in the compilation of this website, and we believe that the information contained herein is based on reliable information, we do not guarantee the absolute accuracy or currency of content contained on the website. None of Courtley Roy and its directors and officers, accept responsibility in respect of any errors and omissions which may subsequently be found in the website or any information accessible via the website.

PRIVACY POLICY

The following statement explains the policy of Courtley Roy Pty Ltd (ACN 159 661 846) (Courtley Roy) relating to the collection, storage and use of personal information.

The purpose of this policy is to assure anyone who does business with Courtley Roy that Courtley Roy will comply with both the letter and spirit of the Privacy Act 1988.

Compliance with Privacy Legislation

Courtley Roy complies with the National Privacy Principles contained in the Privacy Act 1988.

Collection of Personal Information

Personal information is defined as information or an opinion that can identify a person. The type of personal information that Courtley Roy collects from its customers will depend upon what dealings customers may have with Courtley Roy.

The type of information we may collect and hold includes information about:

• Investors in our investment vehicles (for example, when establishing accounts and to meet any legislative requirements such Anti Money Laundering), including, without limitation, names, addresses, contact details, bank account details and tax file numbers, etc.
• Tenants (for example, when entering into a lease with Courtley Roy)
• Suppliers and purchasers (for example, when establishing records and systems to enable payment for goods)
• Employees (for example, for the purposes of employment)
• Contractors (for example, when establishing records and systems to enable payment for services), and
• Joint venture partners and other people who provide or who we provide goods and services to and who we have contractual relationships with.

Use and Disclosure of Personal Information

Courtley Roy’s policy is only to use or disclose personal information for the purpose which was either specified or reasonably apparent at the time when the information was collected. Courtley Roy may also use or disclose the information collected for any other related purpose for which an investor or customer would reasonably expect it to be used. If Courtley Roy wishes to use or disclose the personal information in other circumstances it would obtain the persons consent to do so.

Security of Personal Information

Courtley Roy will take reasonable steps to protect personal information that it collects and reasonable steps to ensure that the information is accurate and up-to-date. Investor information is held on secure servers or in storage located in controlled environments. Courtley Roy employees are required to maintain the confidentiality of any personal information held.

Sharing Information with Other Organisations

Courtley Roy does not sell personal information to companies. The circumstances in which external organisations may be given access to Courtley Roy investors’ personal information include, but are not limited to:

• Investors in our investment vehicles (for example, when establishing accounts and to meet any legislative requirements such Anti Money Laundering) including, without limitation, names, addresses, contact details, bank account details and tax file numbers, etc.
• to the Australian Securities and Investments Commission, AUSTRAC and to other government agencies as agreed to or required by law
• when Courtley Roy’s contractors and service providers are assisting Courtley Roy in the operation of its business or to provide a service (for example, a company which helps maintain Courtley Roy’s computer systems or sends out Courtley Roy’s mail)
• to third party lenders and our insurers
• to anyone authorised by a provider of personal information, and
• if Courtley Roy is required to provide the information by court proceedings.

Marketing

Courtley Roy may send advertising mail to its investors where the advertising mail is related to the purpose for which the information was collected. If the investor no longer wishes to receive promotional information from Courtley Roy, the investor should advise the Courtley Roy Privacy Officer. Normally Courtley Roy’s records would be amended within 30 days. 

Access to Personal Information

Investors are welcome to request details regarding what personal information Courtley Roy may hold about them. To obtain the information, please contact the Courtley Roy Privacy Officer. Courtley Roy will require personal identification.

Changing Information

If an investor wishes to update personal information that may be inaccurate or out-of-date, they may write to the Courtley Roy Privacy Officer.

Changes in the Future

Courtley Roy reserves the right to change this Privacy Policy at any time. Courtley Roy will notify any changes by posting an updated version of the policy on the Courtley Roy website at www.courtleyroy.com