Complaints Handling Policy

07 October 2021

Your feedback is important to us.

What to do if you have a complaint:

Fortius is committed to providing investors with the best possible service. If at any time you are dissatisfied with a service provided by any of our retail services, please contact us so we can work towards a resolution.

Fortius has appointed a Complaints Officer to manage complaints from investors. 

How to make a complaint:

You can make your complaint in writing (letter, email or online) or by telephone or in-person.

  1. Please contact our Complaints Officer using any of the following methods:
    Phone: +61 2 9236 4700
    Email: investors@fortius.com.au
    Mail: Level 4, 88 Philip Street, Sydney NSW 2000
  2. Please provide full contact details (including name, address and phone number) to enable us to respond to you quickly.
  3. Please provide as much detail as possible regarding the nature of your complaint together with any supporting documentation.

If you need assistance to make a complaint, we will accept complaints from a representative who can act on your behalfs such as a friend or family member.

We will:

  • Acknowledge your complaint either verbally or in writing within one business day, or as soon as practicable;
  • Investigate your complaint, confirm what went wrong and consider the most effective course of resolution; and
  • Provide you with a final written response setting out Fortius’s proposed remedy as soon as possible, but in any event within 30 days of receiving your complaint.*

*Note that we will generally not provide you with a written response where we have resolved your complaint to your satisfaction within five business days of receiving it and where you have not requested a response in writing.

Keeping you informed:

If, for reasons beyond our control, we are unable to provide you with a final written response within 30 days, we will let you know the reasons for the delay and your right to complain to the Australian Financial Complaints Authority (detailed below).

Still not satisfied?

Fortius is a member of the Australian Financial Complaints Authority (“AFCA”). If an issue has not been resolved to your satisfaction, you can lodge a complaint with AFCA. AFCA provides fair and independent financial services complaint resolution that is free to consumers.

Websitewww.afca.org.au

Emailinfo@afca.org.au

Telephone: 1800 931 678 (free call)

In writing to: Australian Financial Complaints Authority, GPO Box 3, Melbourne VIC 3001

*Fortius Group – is defined as

Fortius Funds Management Pty Ltd AFSL: 289 244

Fortius Property Investment Management Australia Ltd AFSL: 412 083

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