Vellum ESG Disclaimer 

Content of Disclaimer 
This website is owned and operated by Vellum ESG Pty Ltd (ACN 649 878 080).  Your access to 
this website is subject to the Terms of Use found by clicking the ‘Important Information’ link 
below.  By using this website, you agree to be subject to these Terms of Use. 
Important Information |© Copyright 2023 All Rights Reserved 

Important Information 
Please read the following terms and conditions that apply to this website https://vellumesg.com.au 
("Site”). 
 
We”, "us” or "Vellum” is a reference to Vellum ESG Pty Ltd, ACN 649 878 080 
A references to "you”, "your”, "I”or "their” is a reference to people who visit this Site. 
 
This Site is owned and operated by Vellum. These Terms and Conditions must be read in 
conjunction with Vellum’s Privacy Policy and Cookie Policy and are in addition to, and do not 
nullify or supersede any other agreement that you have signed with us to govern our relationship. 
 
Vellum has expressed its own views and opinions on this Site, and these may change without 
notice including but not limited to Terms and Conditions, the Privacy Policy and the Cookie 
Policy. Your continued access to, or use of, the Site means that you agree to and accept the 
changes we make. You may want to periodically review these Terms and Conditions, the Privacy 
Policy and the Cookie Policy for changes. 
 
Location 
 
The documents on this Site are only intended for use by Australian residents. Subject to the laws 
of Australia and the laws of the country in which you are located, if you are a non-resident of 
Australia, please contact us on 1300 838 338 if you require information from us. 
 
Nature of Information on this Site 
 
Vellum believes the information on the Site and their sources to be reliable, the Information's 
accuracy and currency cannot be assured. The Information (including opinions and estimates) is 
subject to change from time to time. Your use of this Site is at your own risk. 
 
You agree that you will not rely on the Information, and you acknowledge that, to the extent 
permitted by law including any guarantees or warranties implied by any consumer protection law, 
we DO NOT: 
 
•warrant or guarantee the timeliness, currency, accuracy, completeness, merchantability or fitness 
for a particular purpose of the Information; 
• take responsibility for any error, omission or defect contained in the Information; and 
• are obliged to update the Information or correct any inaccuracy which may become known to us. 
 
General information only 
 
The information on this Site is of a general nature only. It is not professional advice, and you and 
any user of this site must not rely on it. Users of this site must rely on their own independent 
enquiries and seek their own advice. It has been prepared without taking account of any investor’s 
objectives, financial situation or needs. Before acting on anything on this Site, you should consider 
its appropriateness having regard to your objectives, financial situation or needs and also consider 
seeking professional financial, taxation or legal advice (Professional Adviser) before making any 
decision.  
 
The content may be sourced from various reliable and publicly available information, including 
but not limited to news articles, reports, and regulatory announcements. While we strive to keep 
the information accurate and up-to-date, we make no representations or warranties of any kind, 
express or implied, about the completeness, accuracy, reliability, suitability, or availability with 
respect to the website or the information, products, services, or related graphics contained on the 
website for any purpose. 
 
ESG Reporting and Impact Measurement 

Vellum aims to assist organizations in understanding ESG reporting frameworks and legal 
requirements applicable to them. However, the information provided on this website page should 
not be considered as an endorsement of any specific ESG reporting framework or investment 
strategy. The impact measurement tools and methodologies offered by Vellum are designed to 
provide objective and comparative analysis of an organization's environmental and social impact. 
You should be aware that impact measurement is subject to inherent limitations and uncertainties. 
 
ESG Validation and Certification 

Vellum works with various experts and advisors to validate and certify ESG efforts and positive 
outcomes. The certification process is based on the information provided by the organization and 
is not a guarantee of future performance or compliance with all regulatory frameworks. Users 
should conduct their own due diligence and consider other factors when evaluating an 
organization's ESG practices. 
 
Regulatory Frameworks 

The website page may provide information about various regulatory frameworks, standards, 
guidelines, and agreements related to ESG. However, you should note that the information 
provided is for reference purposes only and may not be exhaustive or up-to-date. It is 
recommended to refer to the official websites of the respective regulatory bodies for the most 
current and accurate information. 
 
Third-Party Content 

The website page may include content from third-party sources, such as logos, names, and 
hyperlinks to external websites. These references are provided for acknowledgement purposes 
only and do not imply endorsement or sponsorship by Vellum. Users should review the terms and 
conditions of these third-party sources for their own use of the information. 
 
ESG Reporting Tools and Database 

We provide information about various tools and databases related to ESG reporting. Please read 
the following disclaimer carefully before using or accessing any of the tools or databases 
mentioned on this page. 
 
General Disclaimer 

The information provided on this website page is for informational purposes only. It does not 
constitute financial or investment advice, and should not be relied upon as such. The tools and 
databases mentioned here are intended to assist users in their ESG reporting efforts, but the 
ultimate responsibility for decision-making lies with the user. 
 
Accuracy and Completeness

While we strive to provide accurate and up-to-date information, we cannot guarantee the accuracy, 
completeness, or reliability of the tools and databases mentioned on this page. Users are advised to 
independently verify the information and exercise their own judgment when using these tools. 
 
Raw Data Access 

The level of raw data access available for each tool or database may vary. Some tools may provide 
full raw data access, while others may offer limited access or no access at all. Users should review 
the specific details provided for each tool or database to understand the level of raw data access 
available. 
 
Algorithm Access 

The level of access to algorithms used in the tools or databases may also vary. Some tools may 
provide full access to algorithms, while others may offer limited access or no access at all. Users 
should review the specific details provided for each tool or database to understand the level of 
algorithm access available. 
 
Objectivity 

The level of objectivity associated with the tools or databases mentioned on this page may vary. 
Some tools may claim high objectivity, while others may have medium or low levels of 
objectivity. Users should review the specific details provided for each tool or database to 
understand the level of objectivity associated with them. 
 
User Categories 

The tools and databases mentioned on this page may cater to different user categories, such as 
corporate, SME, investor, project, government, researcher, or a combination of these. Users should 
review the specific details provided for each tool or database to determine which category they fall 
under and whether the tool or database is suitable for their needs. 
 
ESG Rating and Ranking 

Certain information contained herein (the “Information”) is sourced from/copyright of Vellum, 
their affiliates, or other information providers and may have been used to calculate scores, signals, 
or other indicators. The Information is for internal use only and may not be reproduced or 
disseminated in whole or part without prior written permission. The Information may not be used 
for, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any 
security, financial instrument or product, trading strategy, or index, nor should it be taken as an 
indication or guarantee of any future performance. Some funds may be based on or linked to other 
indexes, scores or ranking that is publicly available. And we may be compensated based on the 
fund’s assets under management or other measures. We have tried to establish an information 
barrier between index research and certain Information. None of the Information in and of itself 
can be used to determine which securities to buy or sell or when to buy or sell them. The 
Information is provided “as is” and the user assumes the entire risk of any use it may make or 
permit to be made of the Information. No Vellum or its affiliate warrants or guarantees the 
originality, accuracy and/or completeness of the Information and each expressly disclaims all 
express or implied warranties. No Vellum or its affiliate shall have any liability for any errors or 
omissions in connection with any Information herein, or any liability for any direct, indirect, 
special, punitive, consequential or any other damages (including lost profits) even if notified of the 
possibility of such damages. 
 
ESG Regulation Updates, News,Education and Libraries 
 
The website provides updated regulations related to ESG matters, including information on 
regulatory bodies, dates of announcements, and regions. We make no warranty of any kind with 
respect to the subject matter included herein or the completeness or accuracy of this website. 
Vellum and the contributors are not responsible for any actions (or lack thereof) taken as a result 
of relying on or in any way using information contained in this website and in no event shall be 
liable for any damages resulting from reliance on or use of this information. Without limiting the 
above the Vellum and the contributors shall each have no responsibility for any act or omission of 
any other contributor. Readers should take specific advice from a qualified professional when 
dealing with specific situations. 
 
Descriptions of, or references or access to, other publications within the Vellum website do not 
imply endorsement of those publications. 
 
This website may contain technical inaccuracies and changes to the information contained herein 
may be made at any time. 
 
The website features news articles related to ESG topics, including a picture, title with a hyperlink 
to the article, and the name of the resource or media which relates to third-party content.  
 
The website offers a library of ESG reports, including the name of the report with a hyperlink to 
access the full report, the company name, industry, and region which relates to third-party content. 
 
Indemnity 
 
We, our related bodies corporate and our officers, employees and agents are indemnified against 
all actions, claims and demands (including the cost of defending or settling any action, claim or 
demand) which may be instituted against us arising out of a failure by you to comply with these 
Terms and Conditions. 
 
Access by you to the Site 
 
You must ensure that your access to this Site is not illegal or prohibited by laws which apply to 
you. You must take your own precautions to ensure that the process which you employ for 
accessing this Site does not expose you to the risk of viruses, malicious computer code or other 
forms of interference, which may damage your own computer system. To avoid any doubt, we do 
not accept responsibility for any interference or damage to your own computer system which 
arises in connection with your use of this Site or any linked site. 
 
Copyright, trademarks and intellectual property rights 
 
Unless expressly stated, Vellum is the owner of the copyright and any intellectual property rights 
in any material, design, technology or concept contained on this Site. All rights are reserved. You 
may use the information for your own personal reference only. You may reproduce the 
information in hard copy solely for your personal use. Except as permitted under the Copyright 
Act 1968 (Cth) or other applicable laws, this Site or any portion of this Site may not otherwise be 
reproduced, adapted, distributed, displayed, or transmitted to any other person or incorporated in 
any way into another document or other material, without the express consent of Vellum. 
 
Linked Sites 
 
This Site may contain links to other websites ("linked sites"). Vellum does not control or endorse 
and is not responsible for the contents of these third party linked sites, and provides hyperlinks or 
redirects you to third party websites for your convenience only. Any information, opinions, 
representations or offers made in those linked sites or redirected third party websites are solely the 
responsibility of the third parties operating those websites and not of Vellum. Vellum makes no 
representation or warranty as to the accuracy or reliability of the information on those websites. 
 
Privacy Policy 
 
Principles of Privacy Policy 

Privacy Policy of the Site explains how we will handle your personal information according to the 
Privacy Act 1988 (Cth) and the Australian Privacy Principles, as applicable. 
 
Personal Information and Collection 

Vellum will collect information only where necessary for the primary purpose of: 
 
-providing you with our services and products or with information you have requested 
-notifying you about other Vellum services or promotions from time to time 
-identification purposes as required for anti-money laundering and counter-terrorism financing 
purposes or other Australian or extraterritorial taxation, legal or regulatory obligations 
-meeting our obligations under laws and regulations 
-managing our relationship with you. 
- 
We endeavor to collect personal information in a lawful and non-obtrusive way.  
 
The types of personal information that Vellum collects and maintains generally comprises: 
 
- your name 
- contact details such as telephone numbers, address and e-mail address 
- birth date 
- tax file number 
- bank account details 
- citizenship 
- other information that may be required for identification, product design and distribution or 
taxation purposes. 
 
 
Unless require by law, we DO NOT collect your sensitive, such as information about your 
religion, race, political views, criminal convictions, health information or membership of 
professional or trade associations or unions.  
 
How we collect Personal Information 

We will normally collect your personal information directly from you, unless you have appointed 
a person, agent or broker to act on your behalf. 
 
The ways we may collect your personal information include: 
 
-direct from you when you complete an application form in relation to our service(s) (either 
hard copy or on-line application forms) 
-when you contact us via email or telephone 
-when you participate in surveys or competitions or promotions or add your name to any 
mailing lists. 
-From third parties when you have provided authority for us to do this, e.g. from attorneys, 
financial advisers, platform providers, brokers, lawyers, identification verification service 
providers. 
-From public or commercially available sources for the purposes of complying with customer 
due diligence obligations, product design and distribution obligations or to ensure contact 
details are up to date and accurate. 
 
Vellum may record and monitor telephone calls for security, training and compliance purposes. 
 
Use and Disclosure of the Personal Information 

Vellum will typically use personal information for the following purposes: 
 
-to comply with applicable laws and regulations, including anti-money laundering, product 
design and distribution, taxation and associated laws 
-to process and verify your application for our products and/or service(s) 
-to inform you of other products or services or offers that may be of interest to you and to 
improve and customise our products and services 
-to manage your investment with us 
-to conduct product and market research, including product suitability assessments. 

We will only use and disclose personal information about you for the purpose for which it is 
collected, unless consent has been obtained to use the information for additional purposes. 
Exceptions to this include where disclosure is: 
 
-required by law(s) and/or regulation(s) 
-reasonably necessary to assist a law enforcement agency 
-reasonably required by a third party service provider to meet their legal or regulatory 
obligations 
-required by external companies for the purposes of issuing statements and handling mail. 
 
Vellum may disclose your personal information to: 
 
-your attorney, financial adviser, platform provider, broker or any other person you have 
authorized 
-professional services firms that have a legitimate need to access this information, such as 
lawyers, auditors 
-electronic identification verification providers. 

Storage, Access and Change of Your Personal Information 
 
We take reasonable steps to protect the personal information that we hold from misuse and loss 
and from unauthorised access, modification and disclosure. 
 
From time to time, Vellum or its third-party providers may store your information in hard 
copy(ies),in cloud or other types of networked systems. Information stored in cloud or network-
based systems can be accessed from and transferred between, various countries over the internet, 
and as such, it is not always practicable to know in which country your information may be held. 
By providing your personal information to us, you acknowledge that countries in which your 
information may be held will have privacy and data protection laws that may differ from those of 
Australia and overseas organisations may be required to disclose information that Vellum has 
shared with them, under foreign laws. 
 
You can access and request the change of most of the personal information we hold and request 
changes subject to some exceptions. Such exceptions include:  
-you may be unable to obtain access to your personal information which would reveal personal 
information about another person, or  
-we may be prevented by law from disclosing such information. 
 
Governing Law 
 
These Terms and Conditions are governed by the laws in force in New South Wales, Australia. 
You agree to submit to the non-exclusive jurisdiction of the courts exercising jurisdiction in that 
state. 
 
Cookie Policy 
 
Cookie Policy is a part of Terms and Conditions. We collect information using "cookies" on the 
Site for the purposes of operating an efficient online service and tracking the patterns of behaviour 
of visitors to the Site. Although you can usually modify your browser to prevent cookie use, if you 
do this, the Site may not work properly for you. 
 
Security of Information 
 
Unfortunately, no data transmission over the internet can be guaranteed as totally secure. Whilst 
we strive to protect such information, we do not warrant and cannot ensure the security of any 
information which you transmit to us. Our Privacy Policy explains how we protect any personal 
information we hold, and may be accessed here. 
 
Termination of Access 
 
Access to this Site may be terminated in whole or in part at any time by us without prior notice to 
you. Where applicable these Terms and Conditions nevertheless survive any such termination. 
 
If any of these Terms and Conditions is held to be invalid, unenforceable or illegal for any reason, 
the remaining Terms and Conditions shall nevertheless continue in full force. If we waive any 
rights available to us under these Terms and Conditions on one occasion, this does not means that 
those rights will automatically be waived on any other occasion. 
 
Our Cookie Usage 

We use cookies on our site in order to tailor our content to your needs. By continuing to use this 
site, you give us consent. Read our Cookie Policy for more details. 
 
Cookie Policy 
 
How do we use cookies? 
 
This website uses cookies. Cookies are tiny text files which identify your computer to our server 
as a unique or regular user when you visit certain pages on this website and they are stored by 
your Internet browser on your computer's hard drive. 
 
Once you confirm that you agree to this website’s Terms and Conditions, we will place a cookie 
on your computer to recognise you. We use cookies for collecting user information from this 
website which may include personal information about you when you use and access this website. 
While we do not use browsing information to identify you personally, we may record certain 
information about your use of this website, such as which pages you visit, the time and date of 
your visit and the internet protocol address assigned to your computer. 
 
We may also use cookies to enable us to collect data that may include personal information. For 
example, where a cookie is linked to your activities on this website or to your account (if account 
functionality is available), it will be considered personal information under the Privacy Act. We 
will handle any personal information collected by cookies in the same way that we handle all other 
personal information as described in our Privacy Policy. 
 
We do not use cookies to obtain or use other information about you (for example targeted 
advertising). 
 
The cookie will expire 30 days after the end of your session or sooner if there is a change to these 
Site Terms and Conditions. Your browser can be set to disable cookies, but this may restrict your 
use of this Site. If you want to find out more information about cookies, go to 
http://www.allaboutcookies.org or to find out about disabling them from your browser, go to 
http://www.allaboutcookies.org/manage-cookies/index.html. 
 
Here are some links to instructions for the most common browsers: 
 
Microsoft Internet Explorer 
 
http://windows.microsoft.com/en-gb/internet-explorer/delete-manage-cookies 
 
Mozilla Firefox 
 
https://support.mozilla.org/en-US/kb/enable-and-disable-cookies-website-preferences 
 
Google Chrome 
 
https://support.google.com/chrome/answer/95647?hl=en 
 
Safari 
 
https://www.apple.com/uk/support/mac-apps/safari/ 
 
For other browsers, try searching for "managing cookies in (browser name)". 
 
The cookie is used to: 
 
Help you save time while on or accessing this Site. As a result, these Site Terms and Conditions 
will not reappear if you access this Site in future from your computer. 
Help identify when you are accessing a part of this Site which is not intended for you. 

 
Please contact us if you: 
 
-have any questions about this Site including its Terms and Conditions, Privacy Policy, or 
Cookie Policy; 
-wish to access or correct your personal information that we hold; or 
you would like to make a complaint about the way in which we have handled your personal 
information. 

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