Regulatory & Compliance

WenVest Funds Management Pty Ltd, ACN 164 818 080 · ABN 71 164 818 080, Australian Financial Services Licence No. 444731

Registered office: Suite 526, 368 Sussex Street, Sydney NSW 2000

Our licence commenced on 14 March 2014 and was last varied on 20 July 2026.

You can verify our licence at any time on ASIC's professional registers at asic.gov.au, using AFS licence number 444731.

Holding an Australian Financial Services Licence does not mean that ASIC endorses WenVest, and it does not protect you against investment loss.

Our Financial Services Guide (FSG) explains who we are, the services we are authorised to provide, how we and our representatives are paid, any associations or relationships that could influence us, and how to make a complaint.

We provide our FSG before we provide a financial service to a retail client. To request a copy, email [email protected].

General advice only.

WenVest is authorised to provide general financial product advice. This means:

• Our advice does not take into account your objectives, financial situation or needs;
• You should consider whether it is appropriate for your circumstances before acting on it; and
• You should read any relevant disclosure document before making a decision about a financial product.

We are not authorised to provide personal advice - advice that takes your individual circumstances into account. If that is what you need, you should speak to an adviser licensed to provide it, and we will tell you so rather than blur the line.

We also do not manage accounts at our own discretion. We act on your instructions.

If you're not satisfied.

If you have a concern about a financial service we have provided, contact us first:

• Email [email protected]
• Phone +61 2 9000 1550
• Post Suite 526, 368 Sussex Street, Sydney NSW 2000

We will acknowledge your complaint promptly and respond within 30 days.

Australian Financial Complaints Authority (AFCA)

If we cannot resolve your complaint to your satisfaction, you can refer it to AFCA. AFCA provides independent financial services complaint resolution, at no cost to you.

WenVest is a member of AFCA — Membership No. 123010.

• Website afca.org.au
• Phone 1800 931 678 (free call)
• Email [email protected]
• Post GPO Box 3, Melbourne VIC 3001

AFCA can consider complaints from retail clients about the financial services we are authorised to provide. Time limits apply to when a complaint can be lodged with AFCA.

How we handle your personal information.

We handle personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles. Our Privacy Policy and Collection Statement sets out what we collect, why we collect it, who we disclose it to (including recipients outside Australia), how you can access or correct it, and how to make a privacy complaint.

Privacy questions and complaints: [email protected], marked for the attention of the Director.

If you are not satisfied with our response to a privacy complaint, you can refer it to the Office of the Australian Information Commissioner:

• Website oaic.gov.au
• Phone 1300 363 992
• Post Director of Complaints, Office of the Australian Information Commissioner, GPO Box 5288, Sydney NSW 2001

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