T E R Y    G L O B A L
   I N V E S T M E N T S

CODE OF CONDUCT

Introduction

At Tery Global Investments, we are dedicated to provide innovative and reliable financial Investments with the highest ethical standards. This Code of Conduct outlines the principles and guidelines that govern our actions and decisions, ensuring we maintain the trust of our clients, partners and the financial community. We are committed in building a sustainable and responsible financial Investments firm.

Scope

This Code of Conduct applies to all employees, officers, directors, contractors and anyone acting on behalf of Tery Global Investments, regardless of their location or role. It covers all aspects of our business operations, including financial product development, client services, risk management and internal practices.

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Ethical Conduct and Integrity

  • We will act with integrity in all our dealings and avoid any behaviour that could compromise our reputation or the trust of our clients.
  • We will maintain accurate and transparent records of all financial transactions and activities.
  • We will report any suspected violations of this Code of Conduct to the appropriate authorities.

Compliance with Laws and Regulations

  • We will comply with all applicable financial laws, regulations and industry standards, including those related to financial services, anti-money laundering and data privacy.
  • We will maintain robust internal controls to ensure compliance.
  • We will provide regular training to employees on relevant compliance requirements.

Client Relationships

  • We will act in the best interests of our clients by providing them clear and accurate information about our financial solutions.
  • We will maintain the confidentiality of our client's financial information, protect their privacy and handle all queries promptly and fairly.
  • We will provide financial solutions that are suitable for the client's financial circumstances.

Conflicts of Interest

  • We will avoid conflicts of interest that may compromise our objectivity or impartiality.
  • We will disclose any potential conflicts to the appropriate parties and avoid personal financial transactions that could interfere with our professional duties.
  • We will decline any gifts or favours that could improperly influence our decisions.

Confidentiality

  • We will protect all confidential financial information entrusted to us, including client data, proprietary financial models and trade secrets.
  • We will not disclose confidential information to unauthorized parties.
  • We will adhere to all applicable data privacy laws and regulations.

Responsible Financial Practices

  • We will employ sound risk management practices in the development and delivery of our financial solutions.
  • We will promote financial literacy and responsible financial behaviour among our clients.
  • We will consider the broader economic and social impact of our financial solutions.

Fair Employment Practices

  • We will provide equal employment opportunities and maintain a workplace free from discrimination and harassment.
  • We will respect the rights and dignity of all employees.
  • We will provide a safe and healthy work environment.

Company Assets

  • We will protect the company's assets and use them responsibly.
  • We will not use company assets for personal gain.
  • We will ensure all assets are used ethically and solely for legitimate business purposes.

Reporting Violations

Employees are encouraged to report any suspected violations of this Code of Conduct to their supervisor, the compliance officer or through the company's confidential reporting hotline. Reports will be treated confidentially and no employee will be retaliated against for reporting a violation in good faith.

Amendments

This Code of Conduct will be reviewed and updated periodically to ensure its continued relevance and effectiveness.

Disclaimer:

This Code of Conduct is a general guideline and should be adapted to the specific needs and circumstances of Tery Global Investments. It is recommended that the company consult with legal counsel to ensure compliance with all applicable laws and regulations.

Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future results. Always consult a financial expert before making investment decisions.

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