These Terms & Conditions (“Terms”) govern your access to and use of the website operated at sogif.au (the “Website”) by Plantation Capital Limited (ABN 76 133 987 389, AFSL No 339481) (“PCL”, “we”, “us”, or “our”), as the responsible entity for the Strategic Opportunities (Growth & Income) Fund ARSN 668 357 837 (the “Fund”).
By accessing or using this Website you acknowledge that you have read, understood, and agree to be bound by these Terms. If you do not agree, you should not use this Website.
About the Fund
The Fund is an Australian registered managed investment scheme. PCL holds Australian Financial Services Licence No 339481 and is the responsible entity and issuer of units in the Fund. The Fund is registered with the Australian Securities and Investments Commission (“ASIC”) under ARSN 668 357 837.
General Information Only
The information provided on this Website is general information only. It does not constitute financial advice, investment advice, tax advice, or a recommendation to acquire, hold, or dispose of any financial product, including units in the Fund.
The information has been prepared without taking into account your personal objectives, financial situation, or needs. Before making any investment decision, you should:
- Read the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the Fund
- Consider whether the Fund is appropriate for you having regard to your objectives, financial situation, and needs
- Consider obtaining independent financial, legal, and taxation advice
Product Disclosure Statement & Target Market Determination
PCL is the issuer of the PDS and TMD for the Fund. These documents contain important information about the Fund, including its investment strategy, risks, fees, and how to invest. You should read them in full before making an investment decision.
The PDS and TMD are available on this Website and may be updated from time to time. It is your responsibility to review the most current versions of these documents before making any investment decision.
No Personal Advice
Nothing on this Website constitutes personal financial product advice. We have not considered your individual circumstances. Any general advice provided does not take into account your objectives, financial situation, or needs.
To the extent that any information on this Website could be construed as financial product advice, it is general advice only. You should seek your own professional advice before acting on any information contained on this Website.
Past Performance
Past performance information displayed on this Website, including historical returns, unit pricing data, and distribution history, is provided for informational purposes only. Past performance is not a reliable indicator of future performance. No earnings forecasts or guarantees are provided.
Performance data may be subject to rounding and is calculated net of management fees and costs, unless otherwise stated. Returns are not guaranteed, and you may lose some or all of your investment.
Forward-Looking Statements
This Website may contain forward-looking statements, including estimates, projections, and opinions about the Fund or market conditions. These statements are based on assumptions and are subject to risks, uncertainties, and other factors that may cause actual results to differ materially. We do not guarantee the accuracy or completeness of any forward-looking statement and disclaim any obligation to update them.
Investor Portal
The Fund provides access to an external investor portal for existing unitholders to view their holdings, statements, and account information. The investor portal is operated by a third-party service provider and is subject to its own terms of use and privacy policy.
You are responsible for maintaining the confidentiality of your portal login credentials, including any two-factor authentication credentials. You must notify us immediately if you become aware of any unauthorised access to your account.
We are not liable for any loss or damage arising from unauthorised access to your investor portal account where such access results from your failure to maintain the security of your credentials.
Application Process
Applications to invest in the Fund may be made online or via the offline application form, as described on the Apply page. PCL reserves the right to accept or reject any application at its discretion.
As part of the application process, you will be required to provide identification documents to satisfy Australia’s Anti-Money Laundering and Counter-Terrorism Financing (“AML/CTF”) requirements. This may include providing government-issued photo identification, proof of address, and (for entities) corporate or trust documentation. Refer to the Identification Guide for further details.
Where applicable, you may also be required to complete a Foreign Account Tax Compliance Act (“FATCA”) self-certification and a Common Reporting Standard (“CRS”) self-certification as part of your application.
Collection of Personal Information
We collect personal information through this Website in the following ways:
Register Interest Form
When you submit the register interest form on this Website, we collect the following information:
- Your email address (required)
- Your phone number (optional, Australian format)
This information is used to respond to your enquiry, send you the Product Disclosure Statement, and provide information about the Fund and the application process. By submitting the form, you consent to receiving these communications.
Technical Data
When you interact with this Website, we may automatically collect certain technical information, including:
- A cryptographic hash of your IP address (the raw IP address is not stored)
- Your browser user agent string
- Form interaction metadata (such as time-to-submit) for bot detection and spam prevention
IP addresses are processed using a one-way SHA-256 hash with a secret salt. The original IP address cannot be recovered from this hash. This hashed value is used solely for rate limiting and spam prevention purposes.
How We Store & Process Your Data
Data Storage
Form submission data (email address, phone number, hashed IP address, and user agent) is stored in a secure, hosted database provided by Supabase. Supabase infrastructure is hosted on Amazon Web Services. Access to this data is restricted to authorised personnel only.
Email Communications
Transactional emails (such as the register interest confirmation and PDS delivery) are sent using the Resend email service. Your email address is provided to Resend solely for the purpose of delivering these communications.
Content Management
Website content, including fund documents and page content, is managed through a headless content management system. DatoCMS does not process or store your personal information.
Hosting & Analytics
This Website is hosted on Vercel. Vercel may collect anonymised usage data, including page views and performance metrics, through Vercel Analytics and Speed Insights. This data is used to monitor website performance and does not identify individual users. Refer to Vercel’s Privacy Policy for more information.
Data Retention
Form submission data is retained for as long as necessary to fulfil the purposes for which it was collected, to comply with our legal obligations, and to resolve disputes. You may request deletion of your personal information by contacting us at admin@sogif.au.
Privacy
We are committed to protecting your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (“APPs”). Our collection, use, disclosure, and handling of personal information is governed by our Privacy Policy, which forms part of these Terms.
We will not sell, rent, or trade your personal information to third parties for marketing purposes. We will only disclose your personal information where required or authorised by law, where you have given consent, or where disclosure is necessary to provide the services you have requested.
You have the right to access and request correction of any personal information we hold about you. To make such a request, please contact us using the details below.
Anti-Money Laundering & Counter-Terrorism Financing
PCL is a reporting entity under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth) (“AML/CTF Act”). We are required to verify your identity before issuing units in the Fund and to conduct ongoing customer due diligence.
We may be required to disclose information about you and your transactions to AUSTRAC or other government agencies in accordance with our obligations under the AML/CTF Act. We may also be required to freeze or block your account or delay or refuse transactions if we reasonably suspect that a transaction may breach Australian law or sanctions.
By applying to invest in the Fund, you agree to provide all information and documentation reasonably requested by PCL for the purposes of compliance with the AML/CTF Act and applicable sanctions laws.
Intellectual Property
All content on this Website, including text, graphics, logos, images, data compilations, and software, is the property of PCL or its content suppliers and is protected by Australian and international intellectual property laws.
You may view and download material from this Website for personal, non-commercial use only. You must not reproduce, modify, distribute, display, or otherwise use any content from this Website without our prior written consent, except as permitted under the Copyright Act 1968 (Cth).
Links to Third-Party Websites
This Website may contain links to external websites operated by third parties. These links are provided for your convenience only. We do not control, endorse, or take responsibility for the content, privacy practices, or terms of use of any third-party website. You access any linked website at your own risk.
Limitation of Liability
To the maximum extent permitted by law, PCL, its directors, officers, employees, and agents disclaim all liability for any loss, damage, cost, or expense (including consequential or indirect loss) arising from or in connection with:
- Your use of, or reliance on, any information on this Website
- Any interruption to, or unavailability of, this Website
- Any error, omission, or inaccuracy in the content of this Website
- Any unauthorised access to or alteration of your data
Nothing in these Terms excludes, restricts, or modifies any consumer guarantee, right, or remedy conferred on you by the Australian Consumer Law (Schedule 2 of the Competition and Consumer Act 2010 (Cth)) or any other applicable law that cannot be excluded, restricted, or modified by agreement.
Indemnity
You agree to indemnify and hold harmless PCL, its directors, officers, employees, and agents from and against any claims, losses, damages, liabilities, and expenses (including legal fees) arising out of or in connection with your breach of these Terms or your use of this Website, to the extent permitted by law.
Modifications to These Terms
We reserve the right to amend these Terms at any time. Any changes will be effective immediately upon publication on this Website. The effective date at the top of this page indicates when the Terms were last updated. Your continued use of the Website following any amendments constitutes your acceptance of the revised Terms.
Severability
If any provision of these Terms is found to be invalid, unlawful, or unenforceable, that provision will be severed from these Terms to the extent of the invalidity, and the remaining provisions will continue in full force and effect.
Governing Law
These Terms are governed by and construed in accordance with the laws of the State of Victoria, Australia. You submit to the non-exclusive jurisdiction of the courts of Victoria and any courts that may hear appeals from those courts.
Contact
If you have any questions about these Terms, please contact us:
- Email: admin@sogif.au
- Phone: (03) 8592 0270
- Post: PO Box 532 Canterbury, VIC 3126
- Office: Suite 12, 333 Canterbury Rd, Canterbury, VIC 3126
Plantation Capital Limited | AFSL No 339481 | ARSN 668 357 837