Terms and Conditions

FORCe Client Portal for Investors

FORCe Client Portal is a service that allows you to view your Fiducian accounts and investment information. It does not allow you to perform transactions over the internet but has an email link to your financial adviser so you can arrange for a transaction to be made.

Access to FORCe Client Portal can only be requested by registering online using the email address that we have recorded on our system and your account details. Our Client Services team can also assist you by telephone on 1800 653 743 or email to forcesupport@fiducian.com.au.

The conditions of use apply to all users of FORCe Client Portal.

A reference to Fiducian, we, us and our means Fiducian Services Pty Limited ABN 41 602 437 892, Fiducian Portfolio Services Limited ABN 13 073 845 931 Trustee of the Fiducian Superannuation Service, and Fiducian Investment Management Services Limited ABN 28 602 441 814, Operator of the Fiducian Investment Service. A reference to you, your or user means each person to whom we issue a Username and Password to access FORCe Client Portal.

1. Conditions of Use apply

By registering for access to FORCe Client Portal you agree to these specific Terms & Conditions of Use, the website general terms and conditions, the disclaimers and conditions in different parts of the site, and the Fiducian Group Privacy Policy (conditions of use).

2. Access and Security

Your Username and Password set up when registering is used for access to FORCe Client Portal. Access will be given to any person who uses your Password. Any action by that person will be taken to be by you.

You have sole responsibility for the security of your Username and Password and you must:

• keep your Username and Password confidential and not disclose them to any other person,
• ensure your Username and Password are stored separately at all times and in a secure place,
• regularly change your Password to maintain confidentiality, and
• tell us immediately if your Password is lost or you think someone else has knowledge of your Username or Password by telephoning Client Services on 1800 653 743 or email forcesupport@fiducian.com.au.

Fiducian reserves the right to cancel a Password or Username or suspend access to FORCe Client Portal at any time without notice.

3. Information

The information and investment details provided by Fiducian on FORCe Client Portal:

• are for information purposes only. You will continue to receive periodic statements for each Fiducian account, unless you elect to receive your statements on FORCe Client Portal only.
• are provided from sources believed by Fiducian to be reliable, accurate and complete at the time of providing it (but see clauses 6 and 7); and
• are provided without warranties of any kind either express or implied to the extent permitted by law.

4. Account Number

The account number for your investment account is shown on your Fiducian statements and is used to register for access to FORCe Client Portal. Access to one account provides access to all accounts held by the same account owner on our administration system. If an account is not accessible online, please contact Client Services. FORCe Client Portal provides facilities enabling you to amend or update your account details online. Where applicable you may update details only if you are the account owner.

5. Linked Accounts

FORCe Client Portal allows access under a single Username to accounts belonging to different account owners – for example accounts for different members of a family group. This can be requested using the FORCe Client Portal Portfolio Linking form.

When the Linked Accounts facility is used, the account owners who sign the Portfolio Linking Form authorise the Applicant to view all accounts held by the account owner nominated. No authority is given to transact on an account.

You may request accounts be removed from the Linked Account facility at any time by email to forcesupport@fiducian.com.au or by telephoning Client Services on 1800 653 743.

6. Accuracy and Timing

The information on FORCe Client Portal is provided from our records as at the close of business on the previous day. It excludes any transaction requests not yet processed. There may be circumstances outside of our control (eg employer contribution delays) which mean that your account balances or transaction information may not be accurate. Unit prices are the latest available but may not necessarily be the actual prices applicable for the day.

We will not be liable for any omission, error or inaccuracy in information provided on FORCe Client Portal or any unauthorised access to information in FORCe Client Portal (including your portfolio details).

7. Other Assets not under Fiducian’s control

We provide a facility to your financial adviser to record details of your investments held outside the Fiducian system (outside investments). You may request your financial adviser to use this facility. In doing so, you acknowledge that you will need to inform your financial adviser if you make any changes to outside investments so that they can update the investment records.

Fiducian has no responsibility for the accuracy and completeness of any information recorded on FORCe Client Portal about your outside investments. Nor does Fiducian have any liability that may arise in relation to an outside investment.

8. Release and Indemnity

You release, discharge and indemnify us and the companies within the Fiducian Group from and against all damages and liabilities that are incurred or suffered by you or suffered by or brought against us, in respect of the use of FORCe Client Portal, the use of FORCe Client Portal by anyone on your behalf or the use of your Password by any other person. This indemnity is a continuing obligation independent of the conditions of use.

9. Varying conditions of use

We reserve the right to change the conditions of use without prior written notification. Your continued use of FORCe Client Portal after a change will constitute your acceptance of the amended conditions of use.

10. Changes to the site

We may change, remove or add to the information provided on the site.

11. Privacy

Fiducian abides by the Australian Privacy Principles of the Privacy Act 1988. For more information please read our Fiducian Group Privacy Policy.

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