Disclaimer

Fortrend Securities Pty Ltd (ACN 055 702 693), AFSL 247261 is referred to as “Fortrend”, “we”, “us”, “our” or any such variations. 

Fortrend does not refer to Fortrend Securities Inc (“FSI”), which is a US company and member of FINRA and registered with the SEC.   FSI has an agreement with Fortrend where FSI provides Fortrend with access to services made available to FSI by its clearing firm.  As part of that agreement we make disclosures on behalf of FSI, but that in no way makes FSI responsible for any advice or research provided by Fortrend, nor does it make FSI responsible for ASIC suitability analysis of Fortrend clients.

 

FSI has no role whatsoever in connection with the website or any of its contents, including any promotional materials that are published on the website, regardless of the author of such materials, and regardless of whether these materials might be deemed to be research reports under FINRA Rules.

 

Fortrend makes no representations as to the completeness, accuracy, reliability, or suitability of this information.

 

Fortrend does not offer any information in our website as a substitute for independent financial advice and recommends that prior to making any decision based on any information on our website, you should obtain independent financial advice in respect of any specific requirements or any investments contemplated by the reader.

 

Any advice has been prepared without taking into account the client objectives, financial situation and needs. Clients should consider the appropriateness of the advice by taking into consideration your objectives, financial situations and needs before acting on the advice.

 

Fortrend does not offer any information via email as a substitute for independent financial advice and recommends that prior to making any decision based on any information via email, you should obtain independent financial advice in respect of any specific requirements or any investments contemplated by the reader.

 

The Fortrend Research Report is a publication intended to provide information about topical issues relating to securities. While Fortrend has taken care to ensure that the information contained in this publication is complete and correct, Fortrend makes no representations as the completeness, accuracy, reliability or suitability of this information.

 

Fortrend does not offer any information in any publication as a substitute for independent financial advice and recommends that prior to making any decision based on any information in any publication, you should obtain independent financial advice in respect of any specific requirements or any investments contemplated by the reader.

 

The Fortrend Relative Value Model advice has been prepared without taking into account client objectives, financial situation and needs. Clients should consider the appropriateness of the advice by taking into consideration your objectives, financial situations and needs before acting on advice.

 

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This advice has been prepared without taking into account your objectives, financial situation and needs. You should consider the appropriateness of the advice by taking into consideration your objectives, financial situations and needs before acting on the advice. Fortrend Securities Pty Ltd ACN 055 702 693 (“Fortrend”) (AFSL 247261) is a wholly owned subsidiary of Fortrend Securities Inc. (a company incorporated in the United States of America). Fortrend Securities Inc. is a member FINRA, SIPC and is registered with the Securities Exchange Commission. This Fortrend report is intended as general information only and Fortrend makes no representations as to the completeness, accuracy, reliability or suitability of this information. The information contained in this report has been prepared without taking into account any of your objectives, financial situation and needs. Fortrend Securities and its staff may hold the shares of the companies covered in this report. As a result, you should be aware that Fortrend Securities may have conflicts of interest that could affect the objectivity of this report. You should consider the appropriateness of the information contained here by taking into consideration your objectives, financial situations and needs before acting on the information. Fortrend does not offer any information in this report as a substitute for financial advice and recommends you obtain your own independent financial advice prior to making any decision based on any information in this report.

 

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This report is general advice only, and it has been prepared without taking into account your particular investment objectives, your risk tolerance, and your financial situation and needs. You should consider the potential applicability of this general advice to yourself by taking into consideration your own investment objectives, risk tolerance and financial situations and needs before acting on the advice.

 

The author of this report is Joe Forster.  Mr Forster works for Fortrend Securities Pty Ltd ACN 055 702 693 (“Fortrend”) (AFSL 247261). In addition, Mr Forster is registered with Fortrend Securities Inc. (a broker-dealer incorporated in the United States of America and subject to regulation by securities authorities in the USA) (“Fortrend Securities”).  Fortrend Securities is an affiliate of Fortrend.  Fortrend Securities does not publish research reports.  Fortrend Securities takes no responsibility for the contents of this report and takes no role in its preparation.  This report is not prepared in accordance with the content standards that would be applied by US securities regulators to Fortrend Securities if it did publish research; rather, this report is solely prepared to comply with the content standards applied to Fortrend by its Australian regulators. While Mr Forster is a representative of Fortrend Securities, he is in no way acting on its behalf or at its direction when preparing this report. While it is understood that customers of Fortrend Securities may gain access to this report, it is not distributed to them directly, and they are not the intended audience. Refer to the Financial Services Guide of Fortrend Securities Pty Ltd. 

 

Fortrend and its staff, including Mr Forster, may hold the shares of the companies covered in this report. As a result, you should be aware that Fortrend may have conflicts of interest that could affect the objectivity of this report. Fortrend does not offer any information in this report as a substitute for personal, individualized financial advice and recommends you to obtain your own independent financial advice prior to making any decision based on any information in this report.

At Fortrend Securities We Respect Your Privacy.

This privacy notice is being sent on behalf of Fortrend Securities Inc. and its registered representatives (collectively called FORTREND).

 

We recognize our obligation to keep information about you secure and confidential. It’s important for you to know that we do not sell your information to anyone. We restrict access to nonpublic personal information about you to those representatives and employees who need to know that information to provide products or services to you. We also maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information. This notice describes how we handle your financial information we collect in doing our business.

 

FORTREND collects nonpublic personal information about you from applications and other forms which they receive from you and from oral and e-mail communications. Some of FORTREND’s representatives independently provide insurance sales, tax preparation, accounting, investment advice, and other services to you and receive information in the same way from you.

 

All of the information that FORTREND collects through its representatives who are also employed in other nonaffiliated businesses such as insurance sales or tax preparation will necessarily be disclosed to them in those other capacities. And information they collect from you in those other nonaffiliated capacities will necessarily also be known to them as representatives of FORTREND. In both cases, however, they will not disclose the information if you notify us that you do not want the information used in any capacity other than the one in which you have dealt with the representative.

 

If you wish to opt out of such disclosure, please call (613) 9650-8400. By opting out, it will prevent the disclosure of your information between FORTREND and FORTREND’s representative’s additional business pursuits. For example, if a FORTREND representative also has a tax preparation or insurance practice, that representative would not be able to discuss tax preparation or insurance business with you without first getting your permission.

 

At such time as FORTREND and the representative terminate their relationship with one another, information that has been disclosed by one to the other may be retained by both of them if they have so agreed as a part of a transfer of such portion of the business as was previously handled by the representative.

 

We may also provide nonpublic personal information about you to nonaffiliated third parties as permitted by law. An example of this would be the sharing of your information with the National Association of Securities Dealers or the Securities and Exchange Commission who oversee our activities. Another example would be the sharing of your information with a mutual fund or other such company in order to process your business.

Privacy Policy