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Important Information Sheet

1. Basic Company Information

Category Details
Company Name Brentonvale Trust
Memberships Compliance with regulatory standards and industry practices in Canada and Australia, including frameworks established by the Canadian Securities Administrators (CSA), Financial Transactions and Reports Analysis Centre of Canada (FINTRAC), and the Australian Securities and Investments Commission (ASIC).
Website https://brentonvale-trust.company

2. Financial Products (Types of Products Available to Clients)

Product Availability Product Availability
Deposits (without investment risk) Deposits (with investment component)
Domestic shares Foreign shares
Bonds in domestic currency Bonds in foreign currency
Structured products Investment funds
Wrap accounts ETF / ETN
REIT Other listed products
Derivatives trading Insurance (without investment risk)
Insurance (with investment risk)
Other products: FX (foreign exchange trading), CFD, binary options, international futures trading, commodity futures, securities lending, crowdfunding

3. Product Selection Policy (Concept and Guidelines)

To meet the diverse needs of our clients, we offer a wide range of financial products, including shares, bonds, investment funds, and derivatives. These products are categorised according to risk levels (from low to high) and geographic markets (from developed to emerging markets).

We support clients in making investment decisions that align with their objectives by providing clear and transparent information about the characteristics and risks of financial products and services.

As an online-based financial services provider, we leverage our technological capabilities to deliver suitable financial products to a broad range of clients, taking into account their financial situation, trading experience, and investment objectives.