Terms & Conditions

1. Introduction

These Terms and Conditions ("Terms") govern your use of the services provided by Managed Portfolio Services Limited (ABN 77 009 549 697, AFSL 00233761) ("we", "us", "our", "MPS"). By accessing or using our services, you agree to be bound by these Terms.

2. Services

We provide financial services including but not limited to:

• Financial product advice
• Dealing in financial products
• Portfolio management services
• Options trading services
• Investment advisory services

3. Client Obligations

As a client, you agree to:

• Provide accurate and complete information
• Notify us of any changes to your circumstances
• Pay all fees and charges when due
• Comply with all applicable laws and regulations
• Use our services in accordance with these Terms

4. Fees and Charges

Our fees and charges are set out in our Financial Services Guide and any applicable Product Disclosure Statements. Fees may include:

• Advisory fees
• Management fees
• Transaction fees
• Performance fees (where applicable)

5. Risk Disclosure

All investments carry risk, including the risk of loss of capital. Past performance is not indicative of future results. You should carefully consider the risks associated with any investment before making a decision.

6. Limitation of Liability

To the extent permitted by law, we exclude all liability for any loss or damage arising from your use of our services, except where such exclusion would be contrary to law.

7. Privacy

We are committed to protecting your privacy. Our Privacy Policy explains how we collect, use, and protect your personal information.

8. Complaints

If you have a complaint about our services, please contact us at [email protected] or +61 3 8577 9534. If we cannot resolve your complaint to your satisfaction, you may refer it to the Australian Financial Complaints Authority (AFCA).

9. Changes to Terms

We may update these Terms from time to time. Any changes will be posted on our website and will take effect immediately upon posting.

10. Contact Information