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Additional Information about S&P Indices for FirstChoice Products

The following additional information should be read in conjunction with the FirstChoice Investments Options Menu and the FirstChoice Employer Super Investment Options Menu, in relation to: 

  • Colonial First State Wholesale Index Australian Share option 
  • Colonial First State Index Australian Share option 
  • Colonial First State Wholesale Index Property Securities option
  • Colonial First State Index Property Securities option.

FirstChoice includes FirstChoice Wholesale Investments, FirstChoice Wholesale Personal Super, FirstChoice Wholesale Pension, FirstChoice Investments (closed to new accounts), FirstChoice Personal Super and FirstChoice Pension (closed to new accounts).

 

S&P Indices

The S&P/ASX 300 Accumulation Index and S&P/ASX 200 A-REIT Accumulation Index are products of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”), and has been licensed for use by CFSIL. Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). The trademarks have been licensed to SPDJI and have been sublicensed for use for certain purposes by CFSIL. The Colonial First State Index Australian Share and Colonial First State Index Property Securities options are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, any of their respective affiliates (collectively, “S&P Dow Jones Indices”). S&P Dow Jones Indices does not make any representation or warranty, express or implied, to the owners of the Colonial First State Index Australian Share and Colonial First State Index Property Securities options or any member of the public regarding the advisability of investing in securities generally or in Colonial First State Index Australian Share and Colonial First State Index Property Securities options particularly or the ability of the S&P/ASX 300 Accumulation Index and S&P/ASX 200 A-REIT Accumulation Index to track general market performance. S&P Dow Jones Indices’ only relationship to CFSIL with respect to the S&P/ASX 300 Accumulation Index and S&P/ASX 200 A-REIT Accumulation Index is the licensing of the Index and certain trademarks, service marks and/or trade names of S&P Dow Jones Indices and/or its licensors. The S&P/ASX 300 Accumulation Index and S&P/ASX 200 A-REIT Accumulation Index are determined, composed and calculated by S&P Dow Jones Indices without regard to CFSIL or the Colonial First State Index Australian Share and Colonial First State Index Property Securities options. S&P Dow Jones Indices have no obligation to take the needs of CFSIL or the owners of Colonial First State Index Australian Share and Colonial First State Index Property Securities options into consideration in determining, composing or calculating the S&P/ASX 300 Accumulation Index and S&P/ASX 200 A-REIT Accumulation Index. Neither S&P Dow Jones Indices are responsible for and have not participated in the determination of the prices, and amount of Colonial First State Index Australian Share and Colonial First State Index Property Securities options or the timing of the issuance or sale of Colonial First State Index Australian Share and Colonial First State Index Property Securities options or in the determination or calculation of the equation by which Colonial First State Index Australian Share and Colonial First State Index Property Securities options is to be converted into cash, surrendered or redeemed, as the case may be. S&P Dow Jones Indices have no obligation or liability in connection with the administration, marketing or trading of Colonial First State Index Australian Share and Colonial First State Index Property Securities options. There is no assurance that investment products based on the &P/ASX 300 Accumulation Index and S&P/ASX 200 A-REIT Accumulation Index will accurately track index performance or provide positive investment returns. S&P Dow Jones Indices LLC is not an investment advisor. Inclusion of a security within an index is not a recommendation by S&P Dow Jones Indices to buy, sell, or hold such security, nor is it considered to be investment advice.

S&P Dow Jones Indices does not guarantee the adequacy, accuracy, timeliness and/or the completeness of the S&P / ASX 300 Accumulation Index and S&P /ASX 200 A-REIT Accumulation Index or any data related thereto or any communication, including but not limited to, oral or written communication (including electronic communications) with respect thereto. S&P Dow Jones Indices shall not be subject to any damages or liability for any errors, omissions, or delays therein. S&P Dow Jones Indices makes no express or implied warranties, and expressly disclaims all warranties, of merchantability or fitness for a particular purpose or use or as to results to be obtained by CFSIL, owners of the Colonial First State Index Australian Share and Colonial First State Index Property Securities options, or any other person or entity from the use of the S&P/ASX 300 Accumulation Index and S&P/ASX 200 A-REIT Accumulation Index or with respect to any data related thereto. Without limiting any of the foregoing, in no event whatsoever shall S&P Dow Jones Indices be liable for any indirect, special, incidental, punitive, or consequential damages including but not limited to, loss of profits, trading losses, lost time or goodwill, even if they have been advised of the possibility of such damages, whether in contract, tort, strict liability, or otherwise. There are no third party beneficiaries of any agreements or arrangements between S&P Dow Jones Indices and CFSIL, other than the licensors of S&P Dow Jones Indices.

 

Need more information?

If you are invested in these options or have any questions regarding the Product Update, please speak to your financial adviser or call us on 13 13 36, Monday to Friday, 8am to 7pm Sydney time.

If you are a financial adviser please contact your local Business Development team.

Disclaimer
Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) is the issuer of super, pension and investment products. This document may include general advice but does not take into account your individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) carefully and assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision. A PDS for Colonial First State’s products are available at cfs.com.au or by calling us on 13 13 36.