Trust Centre

Trust and transparency are key pillars of the Next Investors brand. Here you will find links to important information to help you better navigate our website and newsletter, understand who we are and your rights as a consumer of our information.

Got a question about our service? See our How it Works page

Still have a question? We may have answered it already in our Frequently Asked Questions page.

Otherwise you can visit our Contact Us page.

How our service works

Learn more about our business model, different stock portfolios, general investment strategy and our services.

History

We have been investing in small cap stocks for 20+ years, with many ups and downs. Discover our full history and evolution over time.

Cap Structure Tracker

Discover the internal tracking document used to monitor the capital structures of the companies featured on our websites.

Our Holdings

In this document you will find our holdings and escrowed shares under our trading policy.

‘Bottom Drawer’ Portfolio

Here you will find the investments that haven’t quite worked out. Stocks that we may still hold, but do not provide active coverage on.

Disclosure Policy

In our Disclosure Policy you will find our self-imposed trading blackouts, hold conditions and de-risking (sell conditions) which seek to mitigate against any potential conflicts of interest concerning the companies featured on our websites.

Our Values

These are the core values that drive our organisation, decision making and investment choices.

Key Definitions

Here you will be able to find more specific definitions of terms that we use across the website and articles.

ESG Policy

ESG is important to us, and it is important that our investments have best-in-class ESG credentials.

Customer Notice

The information on this website is general only, please read this notice to understand the full nature of the information on our websites.

Privacy Policy

By using our website and subscribing to our newsletters, we may collect some of your personal data. Our privacy policy outlines how we deal with your personal information.

Financial Services Guide

We operate under an Australian financial services licence (AFSL), and are authorised to provide general financial product advice only.

Trust Centre FAQ

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