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

  • Vertium Asset Management Pty Ltd – AR No: 001258758
     

Copia has the following registered managed investment schemes, each established by a  constitution registered with the Australian Securities & Investments Commission  and offered through a product disclosure statement:
 

  • Artisan Global Discovery Fund

  • Chester High Conviction Fund

  • ECP Growth Companies Fund

  • OC Dynamic Equity Fund

  • OC Micro-Cap Fund

  • OC Premium Small Companies Fund

  • TT Global Environmental Impact Fund

  • Vertium Equity Income Fund
     

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.