Please click on the Fund that you would like to submit an online application for. If you require any assistance, please contact Realm’s Investor Services Team on 1300 737 760 or email realm@boardroomlimited.com.au.
Please click on the Fund that you would like to submit an online application for. If you require any assistance, please contact Realm’s Investor Services Team on 1300 737 760 or email realm@boardroomlimited.com.au.
Boardroom Pty Limited (ABN 14 003 209 836) ("Boardroom", "we" or "us") provides this site for use by persons ("you") who would like to apply for securities (including units in managed funds) issued by Cromwell Funds Management Limited (ACN 114 782 777, AFSL 333214) (these securities are referred to collectively as "holdings").
By accessing this site, you agree to be bound by these terms of use ("Terms"). If you do not accept these Terms, you must cease using this site.
Please see our Privacy Policy for details of how we may collect and maintain personal information obtained through this site.
The headings in this document are provided for convenience and are not to be used in interpretation.
While Boardroom takes reasonable care to ensure the information provided in this site is complete, current and correct, you may not hold Boardroom liable or responsible for any errors or omissions. In particular, Boardroom will not be responsible for:
You are solely responsible for any use you choose to make of this site, and you accept liability for any and all losses, damages, costs or otherwise resulting directly or indirectly from the use of this site. Boardroom specifically disclaims all liability for any losses, claims or damages that may be incurred as a consequence of the use of this site, or the use of information obtained through this site.
Protecting your right to privacy and protecting the data we hold is important to Boardroom. Any personal information collected through this site will be handled in accordance with our Privacy Policy.
Personal information collected through this site by Boardroom is stored in secure electronic databases The databases are located within Australia. Boardroom takes reasonable steps to ensure that the personal information that we hold is secured against such risks as loss or unauthorised access, destruction, use, modification or disclosure.
Information provided through this site does not constitute a recommendation by Boardroom with respect to dealing in securities. The information is general in nature and does not take into account your personal circumstances, your financial needs or investment objectives. You should always obtain independent financial advice before buying or selling securities.
This Application Form forms part of, and accompanies, the Product Disclosure Statements ("PDS") which offer units in the funds issued by Cromwell Funds Management Limited (ACN 114 782 777, AFSL 333214). The Offer of Units under Cromwell Funds Management Limited PDS (ACN 114 782 777, AFSL 333214) as the responsible entity for the Funds. Terms defined in the PDSs and Additional Information booklet have the same meaning in this Application Form.
Collection Notification and Privacy Statement: The personal information in this form is collected by Boardroom Pty Limited ("Boardroom"), as registrar for the issuer of the securities you hold. Boardroom Pty Limited's privacy policy can be viewed on our website (www.Boardroomlimited.com.au). Your personal information is required for administration of the register of securityholdings. Should some or all of the requested information not be provided correct administration of your securityholding may not be possible. Your personal information may be disclosed to the issuer of the securities you hold, its or our related bodies corporate, external service companies such as print or mail service providers or otherwise as permitted by law. If, in accordance with the provisions of the Corporations Act the issuer of the securities you hold approves, you may be sent marketing material in addition to general corporate communications. You may elect not to receive marketing material by contacting Boardroom. You can obtain access to your personal information and (if required) advise of any incorrect, inaccurate or out of date data information held, by contacting Boardroom on 1300 737 760.
Boardroom reserves the right to modify these terms of use from time to time at our sole discretion.
Boardroom Pty Limited (ABN 14 003 209 836) ('BoardRoom') provides a comprehensive range services to
listed and unlisted entities, public, private and member based organisations.
Protecting personal information provided to us is important and integral to our business philosophy and ethics.
We are required to comply with the Australian Privacy Principles contained in the Privacy Act 1988 (Cth).
We trust the information contained in this Privacy Policy will give you an understanding how BoardRoom collects,
manages, uses and safeguards your personal information. We understand that privacy is important to you.
By accessing the website, www.boardroomlimited.com.au or using
our services, you agree to be bound by the terms of this Privacy Policy.
This Privacy Policy (which is current as at 12 March 2014) may be amended from time to time. Amendment may be
required to take account of legislative changes or changes to BoardRoom's practices which may affect the manner
in which we maintain information.
In its capacity as a securities registrar, employee equity plan administrator, provider of company secretarial
support services and payroll administrator, BoardRoom collects personal information including name and address
details, securityholding or plan participation details and balances, bank account details, tax file numbers, dates
of birth, telephone numbers and email addresses.
How Information Is Collected And Stored
BoardRoom only collects personal information where it is necessary to enable the provision of services.
If you do not provide some or all of the requested personal information, BoardRoom may not be able to provide
services (such as securities registry or plan administration services) to you.
Personal information may be provided to us:
Personal information is stored in secure electronic databases and where applicable, on paper documents. Any
information on paper documents is stored in secure, offsite storage facilities for a period of time determined by
law or client's instructions. The databases and offsite storage facilities are both located within Australia.
BoardRoom takes reasonable steps to ensure the security of personal information held by it from such risks as loss
or unauthorised access, destruction, use, modification or disclosure.
Cookies and Web logs
We use cookies and web logs on our website to improve its functionality. Cookies are a small text file that our
websites may place on your computer and collect information such as your internet protocol address, your
computer's operating system, browser type and traffic patterns.
You may adjust your internet browser to disable cookies or to inform you when one is being used. If you choose to
disable cookies, you may be unable to access certain areas of our website.
Sometimes our website contains links to other websites for convenience and information. When you access a website
other than www.boardroomlimited.com.au please understand that we
are not responsible for the privacy practices of that site.
Personal information is collected and used to provide related services that are connected to the initial purpose:
Personal information may also be disclosed to the securities issuer, regulatory authorities including the
Australian Taxation Office, authorised security brokers or authorised financial advisers and external providers of
services such as IT support, printers and mail houses who would assist BoardRoom in providing services.
If, in accordance with the provisions of the Corporations Act the issuer of the securities you hold (including
where you hold securities as a participant in an employee equity scheme) approves, you may be sent marketing
material in addition to general corporate communications. You may elect not to receive marketing material by
contacting BoardRoom.
Disclosure may also be required or authorised by or under law, to be made to law enforcement agencies, government
agencies and courts. This could be for a number of reasons including prevention or investigation of a fraud or
crime (or a suspected fraud or crime).
BoardRoom does not sell, trade, lease or rent personal information.
Unless required by law, BoardRoom will not disclose personal information to an overseas recipient. However, when requested by one of its (BoardRoom's) clients, a related party of BoardRoom wherever situated (including in Hong Kong, Malaysia, Singapore and China) may use personal information collected by BoardRoom to assist BoardRoom in providing services to the BoardRoom client which made the request.
You have the right to access, correct and update the personal information that we hold about you.
To ensure the integrity and safety of personal information, BoardRoom will only disclose, correct and update
information if our internal procedures are satisfied.
Depending on the nature of your request, your personal information may be stored in our archives which are not
current records. You might be asked to complete a personal information request form and in certain cases we may
charge you a fee for this service but will inform you at the time.
If your personal information is relating to a securities holding which is a broker sponsored CHESS holding, you
will need to contact that broker to update your registered name or address.
If you have any questions or comments about our Privacy Policy or if you wish to make a complaint about how we
have handled personal information about you, please contact BoardRoom's Privacy Officer who will try to resolve
the matter within ten (10) business days. If we are unable to resolve the matter within that time, we will contact
you to let you know how long it will take to resolve the complaint or, if more appropriate, suggest the matter be
referred to the Privacy Commissioner. BoardRoom's Privacy Officer contact details are:
privacyofficer@boardroomlimited.com.au
or
The Privacy Officer
Boardroom Pty Limited
GPO Box 3993
Sydney NSW 2001