Legal
Terms, Disclosure and Policies
Overview
Your access to and use of this website is subject to these Terms and Conditions, our Privacy Policy, and any other notices or disclaimers published on this site. By using this website, you agree to be bound by these Terms and Conditions.
Copyright
Unless otherwise indicated, all content on this website is owned or licensed by Velkov Funds Management Pty Ltd (ABN 63 115 216 414). No material from this site may be reproduced, distributed, or transmitted in any form without prior written consent from VFM.
General Information Only
The information on this website is provided for general informational purposes only. It does not take into account your personal objectives, financial situation, or needs. Before making any investment decision, you should carefully read the Information Memorandum and seek independent financial, legal, and taxation advice.
Performance
Past performance is not a reliable indicator of future performance. Investment values and returns may rise and fall, and you may not recover the amount originally invested. Neither VFM nor its related entities, directors, or officers guarantee any performance, return of capital, or income.
Liability
While information is obtained from sources believed to be reliable, VFM makes no representation or warranty as to its accuracy, completeness, or currency. To the maximum extent permitted by law, VFM and its related entities exclude all liability for any loss or damage arising directly or indirectly from use of this website or reliance on its content.
Links to Other Websites
This website may contain links to third-party websites. VFM does not endorse, approve, or accept any responsibility for the content of those websites. Accessing such sites is at your own risk.
Governing Law
These Terms and Conditions are governed by the laws of Queensland, Australia. By using this website, you agree to the non-exclusive jurisdiction of the courts of Queensland.
Prices and Currency
All amounts are shown in Australian dollars (AUD) unless otherwise stated.
Terms and Conditions
General Advice Warning
The information on this website has been prepared by Velkov Funds Management Pty Ltd (ABN 63 115 216 414) for general information purposes only. It has not been prepared taking into account your investment objectives, financial circumstances, or particular needs. You should not rely on this information as personal financial advice.
Before making an investment decision, you should obtain and read the relevant Information Memorandum (IM), and seek advice from a licensed financial adviser and a taxation professional.
No Offer
Nothing on this website should be construed as an offer to buy or sell securities or interests in any financial product.
Past Performance
Any references to past performance are provided for illustrative purposes only and should not be relied upon as an indication of future performance. The value of investments may rise or fall.
Forward-Looking Statements
This website may contain forward-looking statements, which reflect expectations of VFM at the time of publication. Such statements are subject to risks, uncertainties, and assumptions beyond VFM’s control, and actual outcomes may differ materially. VFM undertakes no obligation to update such statements.
Disclosure
Purpose
This privacy policy applies to the collection, storage, use and disclosure of personal information by or on behalf of Velkov Funds Management Pty Ltd (ABN 63 115 216 414), (referred to in this policy as "Velkov Funds Management", “VFM”, Provenance Value Partnership, PVP", “Our”, “We” or “Us”). Please read it carefully.
We are committed to protecting your personal information, and ensuring its privacy, accuracy and security. We handle your personal information in a responsible manner in accordance with the Privacy Act 1988 (Act), the Australian Privacy Principles (APPs) and any State or Territory privacy legislation enacted in your jurisdiction (see https://www.oaic.gov.au for more information).
You do not have to provide us with your personal information. However, if you do not, we may not be able to conduct business with you.
By using any of our products or services, visiting this website (www.vfm.com.au) or giving us your personal information, you agree to your information being collected, stored, used and disclosed as set out in this Privacy Policy.
Secure Keeping of Personal Information
We take reasonable steps to protect your personal information from misuse, interference, loss and unauthorised access, modification and disclosure. Such steps include:
Physical security over paper based and electronic data storage and premises;
Computer and network security measures, including use of firewalls, password access and secure servers;
Restricting access to your personal information to employees and those acting on our behalf who are authorised and on a ‘need to know’ basis;
Retaining your personal information for no longer than it is reasonably required, unless we are required by law to retain it for longer; and
Entering into confidentiality agreements with staff and third parties.
Where we no longer require your personal information, including where we are no longer required by law to keep records relating to you, we will ensure that it is de-identified or destroyed.
Data Quality, Access and Correction
We take reasonable steps to ensure that your personal information is accurate, complete and up-to-date. However, we rely on you to advise us of any changes or corrections to the information we hold about you. If you consider that the information we hold about you is not accurate, complete or up-to-date, or if your information has changed, please let us know as soon as possible.
You may request access to the personal information we hold about you by contacting us. We will respond to your request within a reasonable time. We will provide you with access to the information we hold about you unless otherwise permitted or required by law. If we deny you access to the information, we will notify you of the basis for the denial unless an exception applies. Where reasonable and practicable, we will provide access to the information we hold about you in the manner you request. No fee applies for requesting access to information we hold about you. However, we reserve the right to charge a reasonable fee where we do provide access.
If you believe that personal information we hold about you is incorrect, incomplete or not current, you may request that we update or correct your information by contacting us. We will deal with your request within a reasonable time. If we do not agree with the corrections you have requested (for example, because we consider that the information is already accurate, up-to-date, complete, relevant and not misleading), we are not required to make the corrections. However, where we refuse to do so, we will give you a written notice setting out the reasons.
Identifiers
We do not adopt, use or disclose government related identifiers except as required by law.
Changes to this Policy
We reserve the right to revise this Privacy Policy or any part of it from time to time. Please review this Policy periodically for changes. Any revised policy will be placed on our website at www.vfm.com.au
Your continued use of our website, products or services, requesting our assistance, or the provision of further personal information to us after this Privacy Policy has been revised, constitutes your acceptance of the revised Privacy Policy.
How to Contact Us
If you have any questions about our policies, please contact Velkov Funds Management's Director:
By email to:
By writing to:
Director
Velkov Funds Management
GPO Box 844, Brisbane QLD 4001