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Specialist in Asia Pacific, China, India and South East Asia and Global Emerging Market equities.

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formerly Realindex Investments

Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.

Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.

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At Stewart Investors, we believe in putting people first. Our investment world-view is of a series of partnerships – with each other, with our clients, with the companies we invest in, the people who buy their goods and services, and with the wider society in which we all live and work.

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Complaints procedure

Complaints procedure

Resolving your complaint is important to us

We are committed to providing high quality services and products to you but understand that sometimes things can go wrong and we encourage you to let us know.

Making a complaint

If you do wish to make a complaint, please let us know your complaint in the way that is most convenient for you.  We can be contacted by:

Telephone: 1300 553 490

Email: [email protected]

In writing to: The Complaints Manager, First Sentier Investors, Level 5, Tower 3, International Towers, 300 Barangaroo Avenue, Barangaroo NSW 2000.

Alternatively if you have a financial adviser, you may like to speak with them first.

If you require assistance to make your complaint

If you would like a printed version of this procedure please let us know.

We recognise that some of our clients might require assistance to lodge a complaint. You may prefer someone else, such as your authorised representative or a family member to lodge your complaint. We just need your authorisation for them to do so, which can be provided by completing our Agent Authority Form.

The complaints process

We will aim to resolve your complaint as quickly as we can and in a timely, fair and objective manner and do not charge you for the process.

If you are in a vulnerable position please let us know, so we can prioritise your complaint.

You can expect us to provide you with regular updates throughout our investigation of your complaint. We may also contact you to seek further information or clarification regarding your complaint.

  Time frame What we will do
  Day 0 Receive your complaint
  End of Business Day 1 Acknowledge your complaint
  End of Business Day 5 Aim to resolve your complaint
  End of Calendar Day 30 For complaints that take more time to resolve, provide a written response to your complaint, unless we have notified you of a delay.

 

What if your complaint is not resolved?

Once we have finalised our investigation of your complaint, we appreciate you might not agree with our position or you might not accept the resolution that we have proposed. 

If an issue has not been resolved to your satisfaction, you can lodge a complaint with the Australian Financial Complaints Authority (AFCA). AFCA provides fair and independent financial services complaint resolution that is free to consumers.

Website: www.afca.org.au

Telephone: 1800 931 678 (free call)

Email: [email protected]

In writing to: Australian Financial Complaints Authority, GPO Box 3, Melbourne VIC 3001

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First Sentier Investors became a Certified B Corporation in November 2022 with a score = 107.2, noting that the passing score is 80. Please visit the B Corp Directory to view our report and for additional information regarding the assessment process.

Material on this website is intended to provide general information only. This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (FSI AIM), and includes the Financial Services Guide for FSI AIM.

This material does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider the information on this website and the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the relevant fund, issued by either Colonial First State Investments Limited (ABN 98 002 348 352, AFSL 232468) (CFSIL) or The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) (Perpetual) and assess whether the fund is appropriate given your objectives, financial situations or needs. If you are unsure about whether a fund is suitable for your objectives, situation or needs, you should consult a financial adviser.

Any opinions expressed in videos are the opinions of the individual participant and are subject to change without notice. Such opinions: (i) are not a recommendation to hold, purchase or sell a particular financial product; (ii) may not include all of the information required to make such a decision in relation to such financial product; and (iii) may substantially differ from other individuals within First Sentier Investors.

Copyright © First Sentier Investors (Australia) Services Pty Ltd 2024 (part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc MUFG).

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