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Warning about investment scams misrepresenting Airlie

Investment scams happen when scammers try to trick people into investing money or making a financial transaction. One way in which this is done is by advertising a fake investment opportunity. To appear legitimate, fraudulent parties may use a fund manager’s brand and content across fake websites, documents or apps that look professional with legitimate business details of the organisation to mislead individuals.

Examples of such scams are emails or advertisements on social media platforms such as Facebook or Instagram, where people are invited to register for access to investment information, download apps or join chat groups (e.g. WhatsApp) by persons falsely claiming to be Airlie employees or representatives. These messages are not from Airlie and Airlie is not in any way connected to or affiliated with these groups.

Airlie does not provide personal investment advice or recommendations regarding any investment product or securities via any social media platform. Any communications we conduct over social media platforms is limited to information made available on our LinkedIn page. We urge anyone receiving an invitation to join these online groups to avoid responding and to report the scam to the applicable social media provider.

It’s important that you are always certain of the identity of any person you are communicating with before engaging with them or providing them with any personal or financial information. If you are unsure whether a communication relating to Airlie is genuine or not, please contact us directly using the contact information on this website.

Additional information and resources:

Submit a general enquiry

For general enquiries about Airlie Australian Share Fund or Airlie Small Companies Fund.

Phone: +61 2 9235 4760

Apex Group (formally Mainstream Fund Services) provides a range of registry services including the processing of applications, redemptions and distributions as well as the maintenance of unitholder records.

For online access to your investment in Airlie Australian Share Fund or Airlie Small Companies Fund, click here.
Phone: 1300 127 780 (in Australia) or +61  2 8259 8566 (International) or 0800 787 621 (New Zealand).
Email: magellanfunds@apexgroup.com

Apex Group (formally Mainstream Fund Services) provides a range of registry services including the processing of applications, redemptions and distributions as well as the maintenance of unitholder records.

For online access to your investment in The Airlie Concentrated Share Fund, click here.

Telephone:
1300 127 780 (in Australia)
+61 2 8259 8566 (International)
0800 787 621 (New Zealand)
Fax:
+61 2 9247 2822
Email:
airlie@apexgroup.com
Street Address:
Level 10, 12 Shelley Street
Sydney, NSW 2000
Postal Address:
GPO Box 143
Sydney, NSW 2001

Dispute Resolution Process

At Magellan Asset Management Limited (“Magellan”) your feedback is important to us.

What to do if you have a complaint:

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

Magellan 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 9235 4888
    Email: complaints@magellangroup.com.au
    Mail: Magellan Asset Management Limited, Level 36, 25 Martin Place Sydney, NSW 2000
     
  2. Please provide full contact details (including your account name and 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 behalf 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 Magellan’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 (as detailed below).

Still not satisfied?

Magellan 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.

Website: www.afca.org.au

Email: info@afca.org.au

Telephone: 1800 931 678 (free call)

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