Policies
Whether the Trilogy Funds team is helping investors get their savings working harder or working with a broker of developer to fund their next project, our focus is on creating income-generating solutions while keeping risk front of mind.
Trilogy Funds operates under the below policies and procedures. For more information about these policies, don’t hesitate to get in touch.
Privacy policy
Trilogy Funds’ privacy policy outlines how client and investor data will be responsibly gathered and managed.
Anti-money Laundering & Counter Terrorism Financing Act
Trilogy Funds is bound by the Anti-Money Laundering and Counter Terrorism Financing Act and as such will verify the identity of investors.
Extra information for New Zealand Investors
This policy outlines Trilogy Funds’ foreign investment fund (FIF) rules for New Zealand tax resident investors.
Complaint Policy
Trilogy Funds’ complaints handling policy outlines how you can lodge a complaint and how it will be managed.
Cookie Policy
This Cookie Policy explains what cookies are and how we use them, the types of cookies we use i.e, the information we collect using cookies and how that information is used, and how to manage the cookie settings.
Valuation of Property Funds Policy
This Valuation of Property Funds Policy provides Trilogy Funds’ guidelines for the valuation of assets in property funds.
Valuation of Mortgage Assets Policy
This Valuation of Mortgage Assets Policy provides Trilogy Funds’ guidelines for the valuation of mortgage assets.
