LEGAL INFORMATION

Disclaimer

Welcome to the Stonewood Asset Management Proprietary (‘Pty’) Limited (‘Ltd’) (‘Stonewood’) website. Stonewood is a registered private company incorporated is South Africa with registration number 2010/014548/07, formerly known as 1st Fusion Asset Management (Pty) Ltd. An authorised Financial Services Provider (FSP) with licence number 45170 as granted by the Financial Sector Conduct Authority (‘FSCA’).

 

Your use of our website and email services (such as the receipt via email of market updates, fact sheets or minimum disclosure documents (MDD’s), periodic reports and/or price and performance information) is subject to you accepting and complying with our terms of use. By using our website or email services, you agree and accept all of our terms of use.

 

The Financial Advisory and Intermediary Services Act, 2002

 

Stonewood is an authorised financial services provider in terms of the Financial Advisory and Intermediary Services Act, 2002. Stonewood is authorised to provide financial advice however, no information contained on this website should be construed, or relied upon, as advice. If you require financial and/or investment advice, please engage the services of an independent financial adviser.

 

The Collective Investment Schemes Control Act, 2002

 

Ci Collective Investments (RF) (Pty) Ltd (‘Ci’) is registered as a management company under the Collective Investment Schemes Control Act 2002. Stonewood portfolios are portfolios established and administered by Ci, and Stonewood has been appointed to manage and market the portfolios. Additional information on the portfolios may be obtained, free of charge, directly from Ci at clientservices@cicllective.co.za Ci retains full legal responsibility for this co-named portfolio. Ci is an affiliate member of the Association for Savings & Investment SA (ASISA). Collective Investment Schemes in Securities (unit trusts or funds) are generally medium-term to long-term investments, except for the Stonewood Enhanced Income Model Portfolio (‘Model Portfolio’). The Model Portfolio is administered in conjunction with Portfolio Analytics Consulting (Pty) Ltd (‘Analytics’), which is an authorised FSP with licence number 18490. Past performance is not necessarily a guide to future performance. Movements in exchange rates may also cause the value of underlying international investments to go up or down. Stonewood, Ci, nor Analytics do not provide any guarantee regarding the capital or the performance of the funds. It is therefore important to understand the risks involved before investing. Funds may be closed to new investments at any time in order for them to be managed according to their mandates. Unit trusts are traded at ruling prices and can engage in borrowing and scrip lending. A schedule of fees, charges and maximum commissions is available on request, at no charge.

 

Ownership and copyright

 

This website and its content are owned by Stonewood and/or its licensors and are protected by copyright and other intellectual property laws. All rights not expressly granted are reserved. Any unauthorised copying, reproduction, retransmission, distribution, dissemination, sale, publication, broadcast or other circulation, or exploitation of this material will constitute an infringement of such protection. The copyright in all material vesting in Stonewood published on this website shall continue to vest in Stonewood. Without detracting from the above, Stonewood authorises you to view, copy, download, print and distribute the content of this website, provided the content is used only for your information, non-commercial and private purposes. You are expressly prohibited from incorporating any proprietary material of Stonewood and/or its licensors taken from this website in any other work, publication or website either of your own or belonging to any third party. The trademarks, logos and service marks (‘marks’) displayed on this website are registered and/or in the process of being registered. Nothing contained on this website or in the content or information provided should be construed as granting any licence or right to use any of the marks without the prior written permission of the owner and no right, title or interest in any proprietary material contained on this website is granted to you.

 

Content

 

The information and content (collectively 'information') accessible through this website is provided by Stonewood as general information about Stonewood and its products and services. Stonewood does not guarantee the suitability or potential value of any information or particular investment source. No information on this website is intended to provide nor does it constitute financial, tax, legal, investment, or other advice. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. It is recommended that you consult an independent financial adviser regarding your specific situation if you require financial and/or investment advice. Nothing contained in any service provided or any content on this website constitutes a solicitation, recommendation, endorsement or offer by Stonewood, including in regard to buying, selling or holding any securities or investments, but shall merely be considered to be an invitation to do business.

 

Service Providers

Stonewood is an authorised FSP and is a duly authorised intermediary of certain service/product providers. Your representative will select which service/product provider listed below they are accredited to market the products of:

The above list is subject to change and no conditions have been imposed by any of the above service/product providers.

COMPLAINTS PROCEDURE
 
DISCLOSURE
DEBARMENT POLICY
FICA POLICY

Stonewood Asset Management (Pty) Ltd is an authorised Financial Services Provider (45170)