Any general advice provided on this website or through our platform has been prepared without taking into account your objectives, financial situation, or needs.
Before acting on any general advice, you should consider its appropriateness having regard to your own objectives, financial situation, and needs.
Where the advice relates to the acquisition or possible acquisition of a particular financial product, you should obtain and consider the relevant Product Disclosure Statement (PDS) before making any decision about whether to acquire the product.
This warning is provided in accordance with Section 949A of the Corporations Act 2001 (Cth).
Our Financial Services Guide is designed to help you decide whether to use the financial services we offer.
It explains who we are, our relationship with YP Securities Pty Ltd, the services we are authorised to provide, how we and related parties are remunerated, potential conflicts of interest, our dispute resolution procedures, and how we handle personal information.
A copy of our FSG is available upon request. Please contact us at compliance@libertystone.com.au or call our team.
Before opening a cash account through Liberty Stone, you should read and consider the relevant Product Disclosure Statement.
The PDS contains important information about the features, terms, and conditions of the financial product, fees and charges, risks associated with the product, how funds are held and protected, and cooling-off rights where applicable.
The PDS for each product is provided during the account opening process. You can also request a copy at any time by contacting your relationship manager or emailing compliance@libertystone.com.au.
In accordance with the Design and Distribution Obligations (DDO) under Part 7.8A of the Corporations Act 2001, a Target Market Determination has been prepared for cash account products distributed through Liberty Stone.
The TMD describes the class of consumers for whom the products are likely to be consistent with their objectives, financial situation, and needs.
A copy of the TMD is available on request by contacting compliance@libertystone.com.au.
- Australian corporates requiring multi-currency treasury and domestic payment operations.
- Trustees of self-managed superannuation funds requiring compliant cash management and reserve accounts.
- Trusts and partnerships requiring AUD cash management and FX-settled investment disbursements to regulated counterparties.
If you have a complaint about our products or services, we encourage you to contact us first so we can try to resolve it directly.
We will acknowledge your complaint within 1 business day and aim to resolve it within 30 calendar days, or 45 days for complaints involving superannuation.
If you are not satisfied with our response, or if we have not resolved your complaint within the required timeframe, you may refer your complaint to the Australian Financial Complaints Authority (AFCA).
You may also contact the Australian Securities and Investments Commission (ASIC) for information on your rights.
- Complaints Officer — Liberty Platform PTY LTD
- Email: complaints@libertystone.com.au
- AFCA website: www.afca.org.au
- AFCA email: info@afca.org.au
- AFCA phone: 1800 931 678
- AFCA member number: 15783
- ASIC phone: 1300 300 630
- ASIC website: www.asic.gov.au
Privacy
We are committed to protecting your personal information in accordance with the Australian Privacy Principles (APPs) under the Privacy Act 1988 (Cth).
We collect personal information necessary to provide our financial services, verify your identity under AML/CTF legislation, and meet our regulatory reporting requirements.
Your personal information may be shared with YP Securities Pty Ltd, our licensee, as required for compliance, supervision, and regulatory purposes.
For full details on how we collect, use, disclose, and store your information, please request a copy of our Privacy Policy by emailing privacy@libertystone.com.au.
This disclosure summary is provided for information purposes and does not replace the relevant Product Disclosure Statement, Financial Services Guide, or independent professional advice.