Retail Investors

Retail Investors

Primary Investment Board ARSN 618 038 323: Class E Units (Equity Story Growth Fund)

You must read through the Product Disclosure Statement before completing and submitting an Application Form.

Please follow the links below to review the PDS and Investment Application.

Disclosure Statement Investment Application

Equity Story Securities Pty Ltd ACN 659 382 466 (Equity Story Securities ) is a corporate authorised representative (CAR) (CAR Number 1297372) of Primary Securities Ltd ACN 089 812 635 AFSL 224107.

Any information or advice is general advice only and has been prepared by Equity Story Securities for individuals identified as retail investors for the purposes of providing a financial product or financial service, under Section 761G or Section 761GA of the Corporations Act 2001 (Cth). Any information or advice given does not take into account your particular objectives, financial situation or needs and before acting on the advice, you should consider the
appropriateness of the advice, having regard to your objectives, financial situation and needs. If any advice relates to the acquisition, or possible acquisition, of a particular financial product you should read any relevant Product Disclosure Statement or like instrument and consult your own professional advisers about legal, tax, financial or other matters relevant to the suitability of this information.

Any investment(s) summarised are subject to known and unknown risks, some of which are beyond the control of Equity Story Securities and their directors, employees, advisers or agents. Equity Story Securities does not guarantee any particular rate of return or the performance, nor does Equity Story Securities and its directors personally guarantee the repayment of capital or any particular tax treatment. Past performance is not indicative of future performance.

All investments carry some level of risk, and there is typically a direct relationship between risk and return. We describe what steps we take to mitigate risk (where possible) in the investment documentation, which must be read prior to investing. It is important to note that risk cannot be mitigated completely.