Seneca Quarterly Webinar - Q1 2024 скачать в хорошем качестве

Seneca Quarterly Webinar - Q1 2024

The team at Seneca Financial Solutions discuss performance, current positioning and the outlook for our range of investment products. Seneca Australian Shares SMA Seneca Australian Small Companies Fund Seneca Multi-Manager SMAs Presented on 1 May 2024 by Luke Laretive & Ben Richards Important Information This webinar/document was prepared and presented on 1 May 2024 by Seneca Financial Solutions Pty Ltd (“Seneca”) (ABN 17 610 665 711) AFSL 492686). The information contained in this webinar/document is of a general nature and is provided for information and discussion purposes only. It is not intended to constitute advice, nor to influence a person in making a decision in relation to any financial product. To the extent that advice is provided in this webinar/document, it is general advice only and has been prepared without taking into account your objectives, financial situation or needs (your Personal Circumstances). Before acting on any such general advice, we recommend that you obtain professional advice and consider the appropriateness of the advice having regard to your Personal Circumstances. If the advice relates to the acquisition or possible acquisition of a financial product, you should obtain and consider a Product Disclosure Statement or other disclosure document relating to the financial product before making any decision about whether to acquire it. Although the information and opinions contained in this webinar/document are based on sources we believe to be reliable, to the extent permitted by law, we do not warrant, represent or guarantee, expressly or impliedly, that the information contained in this webinar/document is accurate, complete, reliable or current. This webinar/document is subject to change without notice and we are under no obligation to update or keep it current. This webinar/document has been authorised for distribution in Australia only. It is intended for the use of our existing and prospective clients only and may not be distributed or reproduced without consent. Financial Products As past performance is not an indication or guarantee concerning future performance, we make no representation or warranty regarding future performance. The value of and income generated by any financial product in this document can fall as well as rise. Financial products denominated in a foreign currency are subject to fluctuations in exchange rates that may have a positive or negative effect on their value and level of income. Financial products in this webinar/document may have no public market or only an illiquid secondary market. There may be difficulty in purchasing or selling such financial products or determining an appropriate price or value. Where capital protection is offered on a financial product, its value is linked to the creditworthiness of the issuer and/or guarantor (as applicable), which may change over time. In the event of default by the issuer and/or guarantor of the financial product, the investment in or any income received from such financial products is not guaranteed and you may get back none of, or less than, what was originally invested. Disclaimer Nothing in this statement should be considered as legal, accounting or tax advice. We do not advise on the tax consequence of investments (except to the extent we may be authorised to do so under Tax Agent Services legislation) and you should contact a tax advisor if you have any questions in this regard. Seneca accepts no liability for any loss or damage relating to the distribution of this webinar/document or for any use or reliance on the information contained within it. Seneca, its associated entities, and any of its or their officers, employees and agents may receive commissions and distribution fees relating to any financial products referred to in this webinar/document. Seneca may also hold or have held, interests in any such financial products and may at any time make purchases or sales in them as principal or agent. Seneca may also have (or may have had in the past) a relationship with the issuers of financial products in this webinar/document. These relationships may involve (or may have previously involved) the provision or receipt of financial and other services. We refer to a number of our service providers as strategic partners. They are not technically in a legal partnership with us, but our relationships with them are core to our operating model. If you have any questions concerning this webinar/document, please contact your Seneca representative. www.senecafs.com.au @senecafs