Legal Notice

Forward Looking Statements

Wealth Pi contains forward looking statements that are identified by words such as “believe”, “intend”, “estimate”, “expect” and other words of similar meaning that involve risks and uncertainties. All forward-looking statements, including those regarding the Trust’s financial position and investment strategy, are subject to factors that could cause the performance of the Trust to differ materially from that expressed or anticipated in these statements. The forward-looking statements in Wealth Pi are based on numerous assumptions regarding the Trust’s present and future operations and investment strategies and the markets in which the Trust operates, and not all of these assumptions are referred to in Wealth Pi. These forward-looking statements are current only at the date of Wealth Pi. There is no assurance that such statements, estimates or projections will be realised or will apply in the future.

No Advice

The information provided is general in nature and does not take into account your personal financial situation or needs. It does not constitute tax, legal or investment advice and is not a recommendation to invest. An investment in the Trust is speculative and may not be appropriate for all investors. You should seek independent legal, investment and tax advice tailored to your own needs before deciding whether to invest in the Trust.

Risk

An investment in the Trust is subject to risks, including the loss of the capital you invest.

Limitation of Trustee Liability

Except in certain circumstances (including fraud, negligence or knowing default by the Trustee), the Trustee enters into transactions for the Trust in its capacity as trustee of the Trust only, not in its own capacity, and its liability in relation to those transactions is limited to the assets of the Trust.

Disclosure of Interests

The Arranger and its related entities may acquire FM Units in the Trust on the same terms and with the same rights as other Investors.

Updated Information

The information contained can change. Unless the changed information is materially adverse to you, the Trustee may not update or replace to reflect the changed information. Email us at christina.j@wealthpifund.com.au or call us on +61 416 685 999 to obtain updated information.

Confidentiality

This IM is confidential and is provided to prospective investors for them to consider investing in the Trust. Its use for any other purpose is not permitted. It must not be reproduced or redistributed, in whole or in part, and its contents must not be disclosed to any person.

Glossary, Images and Currency

Certain capitalised words and expressions used in Wealth Pi Website are defined in the Glossary. Photographs are not of Trust assets unless otherwise indicated. Computer graphic imagery may not accurately represent the final appearance of its subject matter. All dollar amounts are in Australian dollars, unless otherwise indicated.

Financial Information

Financial Information Wealth Pi Fund ACN 621 369 024 is The Corporate Authorised Representative of Wealth Pi Capital Pty Ltd (ACN 052 435 079) AFSL 354933 (Australian Financial Services Authorised Representative Number: 001277503)
Pallas Fund Pty Ltd (ACN 604 352 347) AFSL 473475 (Australian Financial Services Authorised Representative Number: 001258484)
Our Investments are open for Australian Sophisticated Investors only. For the definition of a Sophisticated Investor please refer to below link:

http://asic.gov.au/regulatory-resources/financial-services/financial-product-disclosure/certificates-issued-by-a-qualified-accountant/

* Returns on our investments are variable and paid monthly or quarterly. Past performance is not a reliable indicator of future performance. The rates of return from the Credit Fund are not guaranteed and are determined by the future revenue of the Credit Fund and may be lower than expected. Investors risk losing some or all of their principal investment.

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