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Governance

Copia Investment Partners Ltd (Copia) is an Australian public company. It holds an Australian Financial Services Licence No 229316, which permits it to act as a responsible entity for retail managed investment schemes and as a trustee for wholesale schemes.

Copia has appointed the following as its authorised representatives:
 

  • Chester Asset Management Pty Ltd – Authorised Representative (AR) No: 001254467

  • OC Funds Management Pty Ltd – AR No: 001271226

  • OC Microcap Pty Ltd – AR No: 001271227

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Copia has several registered managed investment schemes, each established by a constitution registered with the Australian Securities & Investments Commission and offered through a product disclosure statement. Copies of the scheme constitutions are available on request.
 

The Copia board has a majority of independent directors.
 

In addition to in-house Risk and Compliance, Copia has also appointed Compliance & Risk Services Pty Ltd, which is an independent risk and compliance firm, to help it to meet its legal and regulatory obligations.
 

Ernst and Young (E&Y) audits both Copia and its registered schemes. E&Y also undertakes a GS007 assurance audit for the OC Funds Management business involved in providing mandate services under contract to financial institutions.
 

Melbourne (Head Office) 

Level 47, 80 Collins Street (North Tower)
Melbourne VIC 3000

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Sydney
Governor Macquarie Tower
Level 25, 1 Farrer Place,

Sydney NSW 2000

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Brisbane

Suite 24, Level 18, 324 Queen Street, Brisbane QLD 4000

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DISCLAIMER

 

This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully.

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The information on this website does not constitute personal advice and does not take into account your investment objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to on this website, you determine whether the relevant investment is suitable for your needs, objectives and financial circumstances. You should also consider seeking independent financial advice, particularly on taxation, retirement planning and investment risk tolerance before making an investment decision.

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Neither Copia Investment Partners Limited, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the repayment of capital or payment of particular rates of return on investments.

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Copia Investment Partners Limited publishes information on the website that to the best of its knowledge is current at the time and is not liable for any direct or indirect losses attributable to omissions from the website, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions.

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© 2025 Copia Investment Partners Limited

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