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.