Units in the Dimensional Australian Resident Trusts are generally available only to institutional investors and clients of select independent financial advisors who have requested access to these funds. Such advisors do not receive compensation from Dimensional or its funds. We believe that the decision to engage a financial advisor is in fact a highly personal one. Dimensional does not recommend specific advisors. We will provide, free of any charge or obligation, a list of advisors near you authorised to access our funds.
Please be advised that Dimensional does not endorse, recommend, or guarantee the services of the independent financial advisors whose contact information we may provide. The financial advisors are not employees or agents of Dimensional. The list will be only a partial list of financial advisors from whom Dimensional currently agrees to accept client investments. By engaging this service you agree that Dimensional bears no responsibility for the merits and risks of using any of the independent financial advisors listed.
Dimensional does not evaluate independent financial advisors in any manner. Dimensional does not evaluate the performance or investigate the registration status or disciplinary history of financial advisors. Dimensional does not and will not supervise any financial advisor and takes no responsibility to monitor the financial advisor's performance or transactions in an investor's account. The contact information that you may be provided is for your informational purposes only and you alone will bear the sole responsibility of evaluating the merits and risks associated with the use of any independent financial advisor.
Dimensional urges you to evaluate carefully any financial advisor that you may consider engaging. For tips on evaluating a financial advisor, visit the consumer information website of the Australian Securities and Investments Commission at www.fido.asic.gov.au
In exchange for receiving a list of independent financial advisors from whom Dimensional currently agrees to accept client investments into its funds, you a) agree to Dimensional collecting your information for the purpose of finding an advisor in your area; and b) agree not to hold Dimensional liable for any possible claim for damages arising from any decision you make to engage the services of a financial advisor.