Service Providers

Thanks to the extraordinary and generous support of a number of investment and service professionals who have agreed to waive some or all of the fees that would otherwise be due to them for services rendered, Third Link Investment Managers Pty Limited can divert the majority of investment management fees to the non-profit sector.

The providers of pro bono professional support include the following:
(click on link to jump to description):

Bullet Treasury Group Investment Services Limited (the responsible entity);
Bullet RBC Dexia Investor Services Trust (the custodian and administrator);
Bullet Minter Ellison (legal work in connection with establishing the Fund);
Bullet BlueChip Communication Group (communications strategy);
Bullet Ernst & Young (auditors of the Fund and the investment manager);
Bullet Deloitte (tax advisers to the Fund);
Bullet Simmons Johnson & Co (tax advisers to the investment manager);
Bullet Link Market Services (printing);
Bullet BT Financial Group (administrative platform for superannuation investing)
Bullet wordzoo (copy writing services)

These service providers have been selected based on their professionalism and proven expertise.


Treasury Group Investment ServicesTreasury Group Investment Services
www.treasury-group.com

Treasury Group Investment Services Limited (TIS) is the responsible entity for the Fund and issuer of this PDS. As responsible entity it issues the units in the Fund. TIS holds an Australian Financial Services Licence (AFSL 227326) which includes an authorisation to operate managed investment schemes.

TIS is a wholly owned subsidiary of Treasury Group Limited (TRG), the holding company of an Australian financial services group that invests in and supports the operations of small to medium-sized funds management companies. TRG is listed on the Australian Securities Exchange (ASX). Further information about TRG is available on its website at www.treasury-group.com

TIS was formed in 2003 to provide administrative and operational services to funds management companies in which TRG has an interest.

top Back to top

line

RBC Dexia Investor ServicesRBC Dexia Investor Services Trust
www.rbcdexia-is.com

RBC Dexia Investor Services Trust (RBC Dexia) is the custodian and administrator for the Fund.

RBC Dexia is an international joint venture equally owned by Royal Bank of Canada and Dexia. It provides global custody, fund and pension administration, securities lending, shareholder services, analytics and other related services. With USD 2.8 trillion in client assets under administration, RBC Dexia ranks among the world's top 10 global custodians.  Headquartered in London, RBC Dexia has over 5,200 employees who serve clients from offices in 16 countries.

top Back to top

line

Minter Ellison LawyersMinter Ellison
www.minterellison.com


Minter Ellison is an international law firm with a strong Asia-Pacific focus. Established in 1827, we are one of Australia's top tier firms and rank amongst the largest full service law firms in the world.

Through an integrated network of offices in Asia, Australia, New Zealand and the UK, our lawyers support both domestic and international corporations and government clients.

Importantly, our focus is multi-disciplinary and industry facing – because the best legal advice comes from a deep understanding of the client's business and industry. With lawyers who work across industry sectors, specialist legal areas and offices, we tailor our service to meet individual and specific needs.

Minter Ellison's Financial Services team provides a full range of services to the financial services industry, from fund formation, offering and asset acquisition, to regulatory and compliance advice. Our Financial Services team is one of the largest legal teams in Australia with 12 partners and over 40 lawyers.

Minter Ellison's strengths are cross-border seamless service, technical excellence and commercial, practical, results-oriented advice delivered across seven global practice divisions and six industry portfolios.

Our commitment to clients is to add value and help them achieve successful business outcomes. Teamwork and collaboration underpin this – they drive the way our people relate to one another and how we work with clients.

Our corporate social responsibility

At Minter Ellison we embrace responsibilities that extend beyond our client work. Through our Community Investment Programme, which brings together under the banner of ‘Breaking Cycles of Disadvantage’ our pro bono legal services, community directorships, donations and volunteering efforts, all our people have an opportunity to develop strong links with the communities in which we work.

Minter Ellison is the only law firm in Australia to participate in the annual Corporate Responsibility Index.

top Back to top

line

Blue Chip Communication GroupBlueChip Communication Group
www.bluechipcommunication.com.au

BlueChip Communication is Australia's leading financial services communication firm. We are proud to provide ongoing pro bono support to Social Ventures Australia.

top Back to top

line

Ernst & YoungErnst & Young
www.ey.com/au

Ernst & Young is recognised as a leading provider of professional services to the Australian financial services sector. Financial services is one of the largest of Ernst & Young’s industry groups, with around 500 industry-focused professionals specialising in the key areas of banking, finance and capital markets, insurance, asset management and superannuation. Our financial services practice encompasses practitioners from all disciplines, including accounting, auditing and related advisory services, tax, transaction advisory and human capital. Our professionals work together to ensure a well-rounded understanding of business issues and challenges and the seamless provision of integrated services to our clients.

top Back to top

line

Deloitte logoDeloitte
www.deloitte.com.au

Deloitte, one of Australia’s leading professional services firms with 12 offices and over 4,500 people, provides audit, tax, consulting, and financial advisory services to public and private clients across the country. Known as an employer of choice for innovative human resources programs, we are dedicated to helping our clients and our people excel. Deloitte's professionals are dedicated to strengthening corporate responsibility, building public trust, and making a positive impact in their communities.

top Back to top

line

Simmons Johnson & Co - Chartered AccountantsSimmons Johnson & Co
www.simmons-johnson.com

Simmons Johnson & Co offers a wide range of accounting, taxation, and advisory services.

An experienced team of highly qualified and motivated individuals strive to provide a high level of service. Specific focus is given to understanding our clients business, so that advice and services can be given on a timely basis.

top Back to top

line

Link Market ServicesLink Market Services
www.linkmarketservices.com.au

Link Market Services Limited (Link) is a leading provider of company, employee and shareholder financial services and technology to listed and unlisted companies in Australia, New Zealand, South Africa and Papua New Guinea. With some ten million holder records under management, Link maintains registers to over 1000 securities and provides a diverse and comprehensive range of services including:
• Registry management services such as dividend payments, transactions processing, reporting, and shareholder enquiry management
• Capital markets activities, raisings and other corporate actions such as buy-backs, share sale facilities, rights issues and takeover offers
• Employee share and option plan services
• Managed funds registry services
• Meetings services through Link Convene
• Inbound and outbound call centre services through Link Insight
• Fixed Interest registry services
• Quantitative analysis services including TSR and VWAP calculations and analysis
• Anti Money Laundering and Counter Terrorism Financing services
• Legal services, secretarial services and corporate communication solutions through an incorporated legal practice, Company Matters
• Market leading investor analysis through Orient Capital
• Communications services and analysis through Corporate File

top Back to top

line 
BT Financial Group

BT Financial Group
www.bt.com.au

BT Financial Group (BT) has been helping Australians create and manage wealth since 1969. BT’s core business is providing investment, superannuation and retirement income products, financial advice and insurance options.

In both Australia and New Zealand, BT provides a diverse range of investment choices, including funds managed by BT’s own team and through alliances with global investment managers.

BT is the wealth management arm of the Westpac Group. Westpac has been delivering banking and other financial services to Australians since 1817.

top Back to top

line wordzoo_logo

wordzoo
www.wordzoo.com.au

wordzoo provides advertising, creative and copy writing services to financial services organisations - with a soft spot for Third Link.

top Back to top
line

Treasury Group Investment Services Limited (ABN 38 099 932 920 AFSL 227326) provides and is responsible for the information on this web page. Please click here for further information.