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This Website is intended solely for the use of wholesale clients in Australia and their professional consultants and investment advisers and is not for general public distribution.
This material on this website is not intended for distribution to, nor should it be relied upon by, retail clients. If you are a retail or individual investor, then please leave this Website.
Intech is permitted to provide certain financial services to wholesale clients in Australia pursuant to an exemption from the need to hold an Australian financial services licence under the Australian Corporations Act 2001. Intech is regulated by the Securities Exchange Commission of the U.S. under U.S. laws, which differ from Australian laws.
The words ‘Intech,’ ‘we,’ ‘us’ or ‘our’ used herein refer to Intech Investment Management LLC (“Intech”), an investment adviser registered with the United States Securities & Exchange Commission, and ‘you’ or ‘yourself’ may refer to an individual, Independent Financial Advisor, consultant, company, or other entity visiting this website. This website is issued by Intech Investment Management LLC (“Intech”).
Unless stated otherwise, information on this web site is provided by the issuer of the applicable financial product.
Information contained on this Website is published solely for general informative purposes and should not be relied upon as financial product advice. This content has been prepared without taking into account the objectives, financial situation or needs of any person. Before making an investment decision you should consider the appropriateness of the information on this website having regard to these matters and where relevant read any disclosure document relating to a financial product. You should also consider obtaining independent advice before making any investment decisions.
This website is intended only for wholesale clients (as defined by section 761G of the Corporations Act 2001) in Australia and their professional consultants and investment advisers who are who are knowledgeable and experienced in the financial services market and in investment products of this nature.
Should you proceed to access this Website, you will be representing and warranting that you are a “wholesale client” as defined by section 761G of the Corporations Act 2001. The information is not authorized for use in a jurisdiction where distribution is not authorized and is not intended for distribution to retail clients.
The information contained on this web site is believed to be accurate and current at the time of compilation and is provided in good faith. Intech does not accept any responsibility arising in any way (including negligence) for errors in or omissions from information contained on this web site or for any loss or damage (whether direct, indirect or otherwise) suffered by the recipient of the information contained on this web site, or any other person. Intech does not accept any legal responsibility for material published on third party linked sites.
What follows is not an offer or invitation to acquire an investment to, and should therefore not be relied upon by, any person anywhere other than Australia or any person in any jurisdiction where such an offer or invitation would be unlawful. Persons in respect of whom such prohibitions apply must not access this Website.
If you choose to access this Website from locations outside of Australia, you do so at your own initiative and risk, and are responsible for compliance with all applicable laws. Otherwise, please return to intechinvestments.com and choose the appropriate jurisdiction, where you will find investment products and services that are available to you.
This Website is reserved exclusively for non-U.S. persons and should not be accessed by any person in the United States. A “U.S. Person” is defined by U.S. laws and regulations in force from time to time. If you are resident in the U.S., or as a corporation or other entity are organised under U.S. law or administered by or operated for the benefit of a legal or natural U.S. person, you should take professional advice to determine whether you are a U.S. Person and you should not access this Website until you are sure that you are not a “U.S. Person”.
WE BELIEVE THAT THE INFORMATION THAT MAY BE VIEWED ON THIS WEBSITE IS ACCURATE AS AT THE DATE OF PUBLICATION, BUT WE DO NOT GUARANTEE THE ACCURACY OR CURRENTNESS OF THE DATA AND WE DISCLAIM ALL REPRESENTATIONS AND WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION, WARRANTIES OF MERCHANTABILITY, FITNESS FOR PARTICULAR PURPOSES, TITLE AND NON-INFRINGEMENT. FURTHERMORE, THE INFORMATION MAY BE AMENDED BY US AT ANY TIME WITHOUT NOTICE. BY PROCEEDING YOU AGREE TO THE EXCLUSION BY US, SO FAR AS THIS IS PERMITTED UNDER APPLICABLE LAW, OF ANY LIABILITY FOR ANY DIRECT, INDIRECT, PUNITVE, CONSEQUENTIAL, INCIDENTAL, SPECIAL OR OTHER DAMAGES, INCLUDING WITHOUT LIMITATION, LOSS OF PROFITS, REVENUE OR DATA ARISING OUT OF OR RELATING TO YOUR USE OF AND OUR PROVISION OF THIS WEBSITE AND CONTENT REGARDLESS OF THE FORM OF ACTION, WHETHER BASED ON CONTRACT, TORT (NEGLIGENCE), WARRANTY, STATUTE OR OTHERWISE, AND REGARDLESS OF WHETHER WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IF YOU ARE DISSATISFIED WITH ANY PORTION OF THIS WEBSITE, OR OF THIS IMPORTANT INFORMATION, YOUR SOLE AND EXCLUSIVE REMEDY IS TO DISCONTINUE USE OF THIS WEBSITE.
If you are unsure about the meaning of any information provided on this Website, then please consult your financial or other professional adviser. We do not offer investment advice.
Intech is permitted to conduct financial services in Australia pursuant to an exemption from the need to hold an Australian financial services licence under the Australian Corporations Act 2001. Intech has a services agreement with Janus Henderson Investors (Australia) Limited (ABN 47 124 279 518) and its subsidiary entities Janus Henderson Investors (Australia) Funds Management Limited (ABN 43 164 177 244) and Janus Henderson Investors (Australia) Institutional Funds Management Limited (ABN 16 165 119 531). Intech is registered and regulated by the United States Securities & Exchange Commission (SEC) under U.S. laws, which differ from Australian laws (SEC File No.: 801-60987). Unless stated otherwise, information on this website is provided by the issuer of the applicable financial product.
At Intech, maintaining your privacy is important to us and we take precautions to safeguard your information. We comply with the Privacy Act 1988 (Cth) (“Privacy Act”) and the Australian Privacy Principles (“APPs”) in the Act and any other applicable privacy laws when handling personal information.
Attn: Chief Compliance Officer
250 S. Australian Ave., Suite 1800
West Palm Beach, FL 33401
United States of America
Or, in Australia, you may contact us at:
Level 36, Grosvenor Place
225 George Street Sydney NSW 2000
By calling our Sydney office: +61 2 8298 4000.
In the course of our business activities, we may collect and hold personal information about you. Most of the personal information collected by us is personal information that you have provided to us directly, whether this is from you signing up online to receive information from us or by you providing information to us when becoming a client of ours. When you invest in a financial product that is offered by us, personal information about you (such as your name, postal address, date of birth, bank account information and tax file number) is collected primarily through our standard forms (such as our application form).
When you visit our website, we may collect technical and navigational information, such as device type, browser type, internet protocol address, pages visited, and average time spent, user journeys and demographics. Information is collected via our website through cookies that store technical information about the services that you use, and how you use them. For more information on the cookies used by us please see below under the heading “Dealing with Intech online."
The types of personal information we collect may include your name, investor number, residential and postal address, phone number, email address, postcode and date of birth when you complete forms or sign up to publications on our website. We collect your personal information for the purpose of:
As a specialist investment manager, we do not typically collect sensitive information (for example health information or information about any criminal record). However, in the event we consider the collection of this sensitive information is necessary, we will seek your prior consent and we will only collect, use and disclose sensitive information it in accordance with the APPs.
There may be some instances where we receive your personal information from a third party. This includes personal information received when you use a financial adviser or investment consultant to make an application with us, personal information received when you are being screened to comply with AML/CTF laws, and personal information received when you register for and/or attend events that featured a Janus Henderson or Intech investment product.
We may use or disclose your personal information for the purpose for which it was collected and/or for a purpose you consent to or if we are authorised or required by an Australian law.
We may process further anonymised or de-identified information and data that is not processed by reference to a specific individual. For example, information may be converted into statistical or aggregated data, which cannot be used to re-identify you. It may then be used to produce statistical research and reports, which may be shared within Janus Henderson. This information may be used by us to analyse the efficacy of our marketing campaigns, improve our products and services, and improve our website design and functionality.
We may disclose your personal information to our related companies within the Janus Henderson Investors group of companies (both in Australia and internationally) who assist us in supplying our services or manage and administer investments, handle complaints, or supply administrative or other functions on our behalf. All of our employees and contractors are required to follow our global data privacy and security policies when handling personal information. We may also disclose your personal information to others in the following circumstances:
We use third party software, investment administrators, and registries to support the administration of our financial products. We have contractual arrangements with these service providers to ensure they comply with the Privacy Act and the APPs when dealing with your personal information.
Some of the recipients to whom we disclose your personal information may be located outside of Australia. The countries in which the recipients are likely to be located include the United States and the United Kingdom.
We will not sell your personal information to other organisations and will not provide parties external to Janus Henderson Australia with your personal information for purposes unrelated to the purpose for which it was collected, or to comply with our legal or regulatory obligations.
If you consent to receiving direct marketing from us in order for us to tell you about our products, services, offers, investment or events that we think may be of interest to you, we may use your personal information to contact you by mail, email or SMS for direct marketing. You can contact us at any time to opt out of receiving direct marketing at any time, or using the unsubscribe function in the email or SMS, if you do not wish to receive such materials or information.
If you feel your personal information is not accurate, complete, or up to date, please notify us. If we are satisfied that any personal information we hold about you is inaccurate, incomplete, out of date, misleading or irrelevant (having regard to the purpose for which it is held) we will take reasonable steps to correct that personal information. If we do not agree that your personal information needs correction, you may ask that we attach a statement to this effect to our record.
You may also request access to your personal information (subject to certain legal exceptions). If a legal exception applies and we decide not to provide you with access to any personal information we hold about you, we will advise you of the reasons for our decision and how you can complain.
Please contact our Privacy Officer at:
Level 36, Grosvenor Place
225 George Street Sydney NSW 2000
By calling our Sydney office: +61 2 8298 4000.
We will take reasonable steps to keep your personal information secure and take all reasonable steps to safeguard your personal information from misuse or loss, and unauthorised access, modification or disclosure, and to ensure that the personal information we collect and hold about your is correct. To assist us, please ensure that the information you provide is accurate, up-to-date, and complete and let us know if your details change.
We have physical, electronic and procedural safeguards to protect your information, which is held by us. For example, your personal information is stored in secured office premises, electronic databases requiring logins and passwords for access and/or at one of our secured warehouses, we use encryption when transmitting personal information, firewalls, and intrusion detection systems to help prevent unauthorised persons from gaining access to the personal information. Access to information stored electronically is restricted to staff whose job purpose requires access.
As a condition of employment, employees are required to follow all applicable laws and regulations, including data protection laws. Access to sensitive information is limited to those employees who need it to perform their roles. Unauthorised use or disclosure of confidential client information by an employee is prohibited and may result in disciplinary measures. If you believe that the personal information we hold about you has been subjected to any misuse or unauthorised access, modification or disclosure, please let us know we can investigate and take appropriate steps.
We will retain information as needed to fulfil the purposes for which it was collected. We will retain and use your information as necessary to comply with our business requirements, legal obligations, resolve disputes, protect our assets, and enforce our agreements. We will not retain your information for longer than is reasonably necessary. If we hold personal information about you that is no longer needed for any purpose for which we are permitted to use or disclose it, we will take reasonable steps to destroy or permanently de-identify that personal information.
We are a financial services provider subject to strict regulatory requirements. We thus do not provide our products and/or services to clients on an anonymous basis. General enquiries however can be made on an anonymous basis.
We will endeavour to answer any questions, correct any error on our part or resolve any complaint you may have about our information handling practices. If we do not resolve a complaint to your satisfaction, you may refer the matter to the Office of the Australian Information Commissioner (“OAIC”.) The OAIC has the power to investigate the matter and make a determination.
Please note the OAIC generally requires that any complaint must first be made to the respondent organisation. The law also allows 30 days for the respondent organisation to deal with the complaint before a person may make a complaint to the OAIC.
The Commissioner can be contacted at: