FAQ

I want to invest. What do I do?

Individual investors

You can access our portfolios through a platform provider, listed here. Each platform has a different minimum initial investment amounts and different fees.

We recommend you speak to your financial adviser about accessing our portfolios.

Institutional investors

Contact Iain Mason, Executive Director, Institutional Business at Copia on +61 412 137 424 to discuss your requirements and to organise a meeting with us.

I want to know how my investment is going. Who do I speak to?

Individual investors

Your financial adviser or platform provider can provide you information about your investment. We are not able to provide this as we do not have access to your personal investment information – this is kept by your adviser and/or platform provider.

Institutional investors

Contact Iain Mason, Executive Director, Institutional Business at Copia on +61 412 137 424

General enquiries

For all general enquiries or any enquiry not covered by these FAQs, contact our Client Services team on:

P 1800 442 129 (free call within Australia)
P +61 3 9602 3199
E clientservices@copiapartners.com.au

 

To enquire in person, visit our head office at:

Level 25, 360 Collins Street
Melbourne Vic 3000, Australia

Our opening hours are 8am to 5pm (AEST) Melbourne business days.