Stockspot Pty Ltd (“Stockspot”) ABN 163 214 319 is a Corporate Authorised Representative (No. 453421) of Sanlam Private Wealth Pty Ltd (AFS License No. 337927) (“Sanlam”)
While all of the information and statements contained on this website have been prepared with all reasonable care, no responsibility or liability is accepted by any member of Stockspot or Sanlam for any errors or omissions or misstatements however caused or arising. Any opinions, forecasts or recommendations reflect the judgment and assumptions of Stockspot and its representatives on the basis of information at the date of publication and may later change without notice.
The Stockspot website provides general information as well as advice about investing, Exchange Traded Funds (ETFs) and MDA Services. Where we provide general advice, that information or advice does not take into account your personal and financial circumstances, needs and objectives. Because of that you should consider the appropriateness of the advice with regards to your personal & financial circumstances before acting on that advice.
You can also apply for personal investment advice from Stockspot via the website. Stockspot will assess your personal circumstances and suitability for the Stockspot Model Portfolios which are offered as part of a MDA Service. If you are considered a suitable candidate you will be provided with a personalised MDA Contract which includes a Statement of Advice including and Investment Program and complies with Division 3 of Part 7.7 of the Corporations Act. The MDA Contract will be issued in digital format for you to review and sign if you would like to proceed with the advice and access our services. We will also provide you with other relevant documents including PDS documents for any financial products we recommend and Service Agreements for any service providers.
If you are considering selling an asset to invest, we suggest you seek advice from a tax agent as the tax consequences of selling assets or switching investments are not being considered in any recommendations or advice. Stockspot provides investment advice only and does not consider the potential benefits or disadvantages of making additional contributions towards your mortgage or superannuation rather than investing.
If you are a Trustee of a Self Managed Super Fund (SMSF), you are required by prepare and implement an investment strategy for your fund and review it on an ongoing basis. Before implementing any recommendations made by Stockspot, you will need to check that they are consistent with your SMSF investment strategy.
Product Disclosure Statements (PDS) contain information necessary for you to make a decision whether or not to invest in financial products mentioned on this website. You should also obtain and read our Financial Services Guide prior to proceeding with any decision to purchase a financial product or access Stockspot’s services.
Investment in financial products involves risk.
Past performance of financial products is no assurance of future performance.
Other legal documents you should read before accessing our site: