Important Investment and Legal Documentation

General Documents

Important documents about Wholesum and its operations
Privacy Policy and Privacy Collection Notice

A document that explains how we collect, use, and manage your personal data. It includes a specific notice informing users about the types of personal data being collected and the reasons for its collection at the point of data capture.

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App and Website Terms and Conditions
A legal agreement between us and you outlining the rules and guidelines users must follow when using our app or website, and details our individual rights and responsibilities.

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Complaints Policy
A document that outlines the process and procedures we follow when handling complaints, ensuring that grievances are addressed fairly and effectively.

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Financial Services Guide

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Wholesum Responsible Fund

Documents relating to the inaugural Wholesum Responsible Fund

Information Memorandum

A detailed document for prospective investors, offering comprehensive information about the investment opportunity, financial product, its features, benefits, risks and business operations. It is designed to help investors make informed decisions before investing.

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Reference Guide

A document that provides detailed explanations, definitions, and guidance on financial terms, concepts, and best practices, serving as a resource for understanding and navigating investing in Wholesum’s Fund.

Target Market Determination

A document that defines and describes the specific group of consumers for whom Wholesum’s product is intended, ensuring that marketing and distribution efforts align with those most likely to benefit from the offering.

Note this will be provided when our fund is registered with the Australian Securities Investment Commission and is ready to accept retail investors.

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